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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Just some words we wrote on financial planning and investment management topics for you.
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Maryan K. Jaross
Oct 11, 20239 min read
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, 20236 min read
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 Day
Jun 22, 20238 min read
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, 20236 min read
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, 20237 min read
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, 20236 min read
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, 20226 min read
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, 20226 min read
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, 20224 min read
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, 20225 min read
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, 20213 min read
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, 20217 min read
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, 20215 min read
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?
Maryan K. Jaross
Apr 23, 20216 min read
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, 20217 min read
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, 20215 min read
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, 20207 min read
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, 20203 min read
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, 20206 min read
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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