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’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Healthy habits are one of the greatest gifts to give your child.
Currency has been around for a long time. Here’s a quick history lesson.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Tips on insuring your teen driver.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.