Blog

How To Choose An Investment Strategy

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor People use the word, “strategy” in different ways, but it generally refers to a specific approach to solving a problem. An investor who defines a strategy makes a conscious decision to consider only opportunities that fit the ove …
Continue Reading!
bool(false)
Array
(
    [showposts] => 6
    [paged] => 2
    [post_type] => post
    [post__not_in] => Array
        (
            [0] => 64568
        )

)

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

The Week Ahead — Don’t Outlive Your Money: 3 Retirement Budget Tips

By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Have you ever worried that your money might not last as long as you do in retirement? If so, you’re not alone. That is the biggest concern for 49% of Americans regarding retirement.[1] With increased longevity and fewer companies …
1 2 3 4 53 54 55

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

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.

Download Now!