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
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Beware of these traps that could upend your retirement.
The uncertainties we face in retirement can erode our sense of confidence.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Knowing the rules may help you decide when to start benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
Women must be ready to spend, on average, more years in retirement than men.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There are a few things to consider when buying or leasing your next vehicle.
You’ve made investments your whole life. Work with us to help make the most of them.