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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Lifestyle considerations in creating your retirement portfolio.
What does the Tax Reform and Jobs Act mean for you?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
When you’re married and have children, insurance needs will be different.
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.
When should you take your Social Security benefit?