By Anna McGrath
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor The death of a spouse deals a devastating emotional blow while also creating financial challenges with long-term implications. Here are a few key action steps that require proactive follow-up by the surviving spouse to help allev …
By Scott Kubie
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
By Jamie Hopkins
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
By Anna McGrath
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor As hard as we may try to keep track of every penny, many of us are losing cash without even realizing it. Whether it is in the form of drive-through coffee, online shopping, or the temptation to sell stocks after a market crash t …
By Sarah Duey
From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
By Anna McGrath
By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor When a couple decides to divorce, the intense emotions and sudden changes can make it feel nearly impossible to think clearly about money and finances. For this reason, I always stress the importance of assembling your team of pr …
