Archive Monthly Archives: April 2020

The Week Ahead — How To Protect Your Wealth During A Recession Or Depression

By Michael Gold, CFP®, MBA The current state of affairs has made this a scary time for a lot of us, especially if your retirement accounts have taken a hit. Although we don’t know exactly when economic instability or down markets will occur, we can do everything in our power to make sure we are […]

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The Week Ahead — 4 Key Financial Lessons From The Last Recession

By Michael Gold, CFP®, MBA What do you remember from the last recession, the economic crash in 2007/2008? We all know we can learn from the past and the financial mistakes we have made, but there are also encouraging aspects we should remember as well.  Let us review 4 financial lessons the last recession taught […]

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The Week Ahead — How To Manage Your Finances In A Crisis

By Michael Gold, CFP®, MBA No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will […]

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How We Are Supporting Our Clients During The COVID-19 Crisis

By Michael Gold, CFP®, MBA 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 expertise and the experience to […]

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What We Do And How We Can Help

By Michael Gold, CFP®, MBA 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 insurance, but is it the right amount you need to safeguard […]

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