Samuel Flaten
12 Things to Put on Your Year-end Financial Checklist
Don’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders.
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Maryan K. Jaross
- Oct 11, 2023
- 9 min
When (And How) To Fire Your Financial Advisor
Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...
Matthew Kelley
- Aug 16, 2023
- 6 min
To those who have wondered, "What would I do if I won the lottery?"
An open letter from the president of Gold Medal Waters Financial Advisors about the difference between value and money.
David Brown
- Jun 22, 2023
- 8 min
Creating a Retirement Glidepath: Investment Issues and More
When retirement is starting to appear on your radar screen, it might be time for a glidepath to smoothly adjust your investments.
David Brown
- May 24, 2023
- 6 min
Are You a HENRY (High Earner, Not Rich Yet)?
HENRYs earn a hefty income so they could have a decent chance of becoming wealthy, but they don’t save and invest much. What’s going on?
David Day
- Apr 6, 2023
- 7 min
Moving to a New Job – What to do with 401(k) Assets
Accepting a new job is exciting. It’s also stressful, no matter how junior or senior you are in a company or organization. Even doctors,...
David Day
- Jan 27, 2023
- 6 min
Should You Buy a Vacation Home?
The thought has probably crossed your mind… You’re just ending (another) great stay at your favorite ski resort, or you visited that town...
Maryan K. Jaross
- Nov 9, 2022
- 6 min
Second Marriages and Finances – Let’s Discuss
Strong marriages are based on a foundation of trust, open communication, and shared values. While there is no one-size-fits-all...
Samuel Flaten
- Oct 24, 2022
- 6 min
3 Big Reasons to Discuss Your 401(k) with your Financial Advisor
For many people, the money in their employer-sponsored retirement savings plan—a 401(k) or something similar—represents a big chunk of...
David Day
- May 27, 2022
- 4 min
Three Financial Mistakes People Make by Ignoring Their Advisor
A successful financial relationship is akin to a busy two-way street with a steady flow of communication traffic. This means trusting...
Maryan K. Jaross
- Feb 9, 2022
- 5 min
How to Financially Prepare for a Natural Disaster
Losing a home to a fire or other natural disaster is devastating. Here’s how to avoid being underinsured.
David Day
- Nov 18, 2021
- 3 min
Public Service Loan Forgiveness – Important Updates
The Public Service Loan Forgiveness Program has been updated with the goal of making it work for more borrowers.
David Day
- Sep 16, 2021
- 7 min
Nine Tips for Reducing Taxes Now and Later
If you want to reduce your taxes this year or into the future, it is time to make plans. We offer nine tax-saving tips.
Matthew Kelley
- May 18, 2021
- 5 min
What Is a Fiduciary Financial Advisor? Six Things You Should Know
What requires some financial advisors to act as a fiduciary but not others, what does that term really mean, and why is it important?
David Brown
- Apr 23, 2021
- 6 min
Questions for Couples of All Ages to Ask Before Saying “I Do”
If you’re getting married for the first time, or saying “I do” in retirement, our premarital financial questions address each situation.
David Day
- Mar 29, 2021
- 7 min
10 Wealth Management Strategies for M.D.s
As a physician, your income provides the opportunity to accumulate enough wealth to support an enviable lifestyle and bring financial...
Matthew Kelley
- Jan 21, 2021
- 5 min
A Radical Investment Idea: Simplify Your Strategy
It may seem odd for a financial advisory firm to say this, but financial advisors often overcomplicate investments. While managing an...
Matthew Kelley
- Dec 28, 2020
- 7 min
Money Matters – Bringing Value to Your Life With Wealth
After covering their basic needs, such as food and shelter, most people overlook the role money should play in their lives.
David Day
- Nov 20, 2020
- 3 min
Post Election Thoughts – Importance of a Long-Term Investing Perspective
This election season has been unusual and stressful, but long-term investors can take comfort from history.
Maryan K. Jaross
- Sep 28, 2020
- 6 min
What Kind of Spender Are You? Knowing May Increase the Satisfaction You Get From Your Money
If you think you have a good handle on your lifestyle priorities, consider analyzing how you spend your money.
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