By jburns
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor While many things are happening right now that are out of our control, we focus on what we can control—how we communicate with each other. We want you to know without a doubt in your mind that we are here for you and have the …
By jburns
By Michael Gold, CFP®, MBA Founder and CEO Wealth Advisor Your finances don’t exist in a bubble, but that’s often how general financial advice or financial professionals treat your money. You are told what to do with your investments, but how does that affect your taxes? Someone sells you i …
By Saumen Chattopadhyay
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
By Paul West
Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process.
There are a few specific challenges, and therefore specific solutions, that I see millennials facing. Let’s imagine a conversation I might have with this hypothetical 20- or 30-something, and look at some financial advice for millennials.
By Scott Ford
There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.
