Understanding Today's Financial Environment
Jacob Gold & Associates, Inc., is a private wealth management firm located in Scottsdale, Arizona.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our qualified team has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Do you have an estate strategy? You should.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Currency has been around for a long time. Here’s a quick history lesson.
How literate are you when it comes to your finances? Brush up with these five basics.
Learn when it may not make sense to file a claim on your home insurance.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How do the markets usually react to elections? Was the 2016 election any different?
When should you take your Social Security benefit?
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.