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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
You’ve made investments your whole life. Work with us to help make the most of them.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Protect yourself against the damage that your homeowners policy doesn’t cover.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What’s the deal with your yearly free credit report?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Even if you’re young and single, you should still consider protecting yourself.
Four vacation destinations you might never have thought of.
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial advisor about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.