Samuel FlatenDec 18, 20235 min12 Things to Put on Your Year-end Financial ChecklistDon’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders.
Maryan K. JarossOct 11, 20239 minWhen (And How) To Fire Your Financial AdvisorWorking with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...
Matthew KelleyAug 16, 20236 minTo 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 BrownJun 22, 20238 minCreating a Retirement Glidepath: Investment Issues and MoreWhen retirement is starting to appear on your radar screen, it might be time for a glidepath to smoothly adjust your investments.