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What To Do When Your Spouse Suddenly Dies

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 …

10 Common Mistakes People Make With Their Money

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 …

Knowing When to Update Your Estate Plan

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.

How To Avoid A Financial Nightmare During A Divorce

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 …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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