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
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
One way to find money is to examine your current spending habits and eliminate money wasters.
Six overlooked tax deductions to help manage your tax bill.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know these three personal finance sayings?