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Fee-only
Financial
Planning
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The GOLD Company does not sell any products
and is compensated ONLY from the company's clients. No
commissions are taken on any products.
I sincerely enjoy meeting people and
getting to know them. The Gold Company strives to return calls promptly and takes a genuine interest in your needs. I work hard to personalize a
plan that best fits your needs, budget and future. |
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The Money Prof
Wednesday, June 1 2016
Most of us enjoy a different routine. We work hard during the year and look forward to taking a vacation.Read more...
Sunday, November 1 2015
Having a positive attitude towards accumulating money is necessary for goal attainment. Read more...
Tuesday, September 1 2015
Financial tips maybe similar to golf tips... there are so many, but useless if they are not put into practice. Here are ten ideas that might interest you.Read more...
Wednesday, July 1 2015
Retirees and individuals seeking current income have found the markets very unfriendly over the past decade. The purchase of bonds has always been a way to create income.Read more...
Monday, June 1 2015
Receiving cash today (called present value dollars) is worth more than receiving cash in the future.Read more...
Friday, May 1 2015
Personal financial wealth means having enough net worth to have the funds necessary to meet your desired goals.Read more...
Wednesday, April 1 2015
No one likes paying premiums, but in some cases the cost of insurance is a prudent expenditure to protect you and your family from catastrophic loss.Read more...
Sunday, March 1 2015
A little bit of planning can help reduce the stress brought on by rough winter weather.Read more...
Sunday, February 1 2015
Entrepreneurs and those individuals owning businesses represent about 1/2 % of the millionaires in this country. Approximately 7% of the US population have a net worth of $1,000,000 or more...Read more...
Saturday, November 1 2014
We are so fortunate we live in the USA. The pilgrims celebrated the good harvest in England which was the origin of our Thanksgiving. If you have your health, have good friends and family, accompanied with adequate finances, you should be thankful.Read more...
Wednesday, October 1 2014
Do we owe a college education to our kids? Are we responsible for the costs of tuition, living expenses, books and so on as we have been through primary and secondary schools?Read more...
Friday, August 1 2014
Years ago, leasing a car for personal use was always considered a poor choice.Read more...
Tuesday, July 1 2014
People talk about being "independent" all the time. I want to do what I want and when I want, I need my independence.Read more...
Thursday, June 5 2014
Recognize that taking a vacation is part of personal financial planning. It is one of many goals that families have which require an allocation of resources.Read more...
Thursday, May 1 2014
My advice this month is to become more proactive on family finances.Read more...
Tuesday, April 1 2014
Are you getting a Federal and/or State income tax refund? If so, have you decided what you will do with the money?Read more...
Saturday, March 1 2014
Some timely tips for preparing your taxes or preparing to meet with your account.Read more...
Wednesday, February 5 2014
Leaving financial instructions for your spouse can be one of the best gifts you can give.Read more...
Sunday, December 1 2013
Merry Christmas and Happy Holidays! For most of us holidays are a happy time. We look forward to being with family and friends. As we all know, the holidays can be expensive.Read more...
Friday, November 1 2013
Did you know that about 1/3 of retirees have pensions and that number is declining. A pension is a stream of income through life expectancy. In finance terms, it is called a defined benefit plan.Read more...
Tuesday, October 1 2013
Talking about changing events. This is a big decision and should come with much thought and planning. Yes, it is about money (do we have enough), but also about making sure all the pros and cons have been taken into consideration.Read more...
Wednesday, May 1 2013
Is the purchase of a condominium (condo) for you? . It's not about whether condos are good or bad. The answer of course...depends on what your needs are...Read more...
Monday, April 1 2013
Borrowing money and incurring debt can be very productive, but if mismanaged can lead to dire consequences.Read more...
Friday, March 1 2013
You have worked all your life and now it's your time! Your vision is to relax, enjoy and be free from stress. Over the years you have heard about retirement communities where at least one of the spouses must be 55 years or older.Read more...
Thursday, November 1 2012
I have learned that life is not all about money, but it took me some time to figure it out. We know that loads of money will not make you truly happy.Read more...
Monday, October 1 2012
You are perhaps in your late 20s or 30s (maybe 40s) and life is definitely a challenge. Housing, food, shelter, auto, credit card payments, day-to-day living costs are a fact of life.Read more...
Saturday, September 1 2012
As a younger independent person, starting out today and trying to make it big, appears to be an awesomely difficult task. I really do understand this.Read more...
Sunday, July 1 2012
Have you been renting for awhile and want to get started with the purchase of your own home? It can be difficult if you have little savings or the opposite, have the downpayment, but a low paying job. Read more...
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The GOLD COMPANY will help you achieve financial well being. Offering the following services:
- Investment Portfolio Assessment
- Portfolio Development
- Securities Portfolio Management
- Retirement Planning
- Insurance/Risk Management Review
- College Planning
- Real Estate
- Estate Planning
- Business Analysis
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