Samuel Flaten
Beyond Returns: Adopting Tax-aware Investment Habits
In this article, we look at ways to be tax-smart without being tax-obsessed.
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Just some words we wrote on financial planning and investment management topics for you.
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Matthew Kelley
Jul 166 min read
Making the Most of a Financial Windfall
Get insights from a fiduciary about how to make the most of a financial windfall from inheritance, stock options, selling a business or even
Samuel Flaten
Dec 18, 20235 min read
12 Things to Put on Your Year-end Financial Checklist
Don’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders.
David Day
Nov 28, 20237 min read
The Benefits of Gifting Your Money Before You’re Gone
Remember when you were starting your adult life with your first apartment and job, earning money, and paying your bills? At the time, you...
Maryan K. Jaross
Oct 11, 20239 min read
When (And How) To Fire Your Financial Advisor
Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...
Samuel Flaten
Sep 12, 20238 min read
The Many Approaches to Responsible Investing
You’ve heard about responsible investing, “green” funds and ESG and you’re wondering if it’s right for you, but what does it really mean?
Matthew Kelley
Aug 16, 20236 min read
To those who have wondered, "What would I do if I won the lottery?"
An open letter from the president of Gold Medal Waters Financial Advisors about the difference between value and money.
David Day
Jun 22, 20238 min read
Creating a Retirement Glidepath: Investment Issues and More
When retirement is starting to appear on your radar screen, it might be time for a glidepath to smoothly adjust your investments.
David Day
Apr 6, 20237 min read
Moving to a New Job – What to do with 401(k) Assets
Accepting a new job is exciting. It’s also stressful, no matter how junior or senior you are in a company or organization. Even doctors,...
Samuel Flaten
Feb 16, 20236 min read
Doctors: Ready, Aim, …Retire Early?
You may have come across articles about the FIRE movement, which refers to “Financial Independence, Retire Early.” These articles often...
David Day
Jan 27, 20236 min read
Should You Buy a Vacation Home?
The thought has probably crossed your mind… You’re just ending (another) great stay at your favorite ski resort, or you visited that town...
Maryan K. Jaross
Nov 9, 20226 min read
Second Marriages and Finances – Let’s Discuss
Strong marriages are based on a foundation of trust, open communication, and shared values. While there is no one-size-fits-all...
Matthew Kelley
Jul 26, 20225 min read
How Do Investments Perform Under Inflation?
It seems like everyone is talking about inflation – and for a good reason. After so many years of low inflation – so low it was not worth...
David Day
May 27, 20224 min read
Three Financial Mistakes People Make by Ignoring Their Advisor
A successful financial relationship is akin to a busy two-way street with a steady flow of communication traffic. This means trusting...
Samuel Flaten
Mar 2, 20223 min read
Three Ways Medical Practice Owners Can Improve Their Cash Flow
Most medical professionals who own a private practice did not pursue their chosen career to become business managers. The business side...
Maryan K. Jaross
Feb 9, 20225 min read
How to Financially Prepare for a Natural Disaster
Losing a home to a fire or other natural disaster is devastating. Here’s how to avoid being underinsured.
David Day
Sep 16, 20217 min read
Nine Tips for Reducing Taxes Now and Later
If you want to reduce your taxes this year or into the future, it is time to make plans. We offer nine tax-saving tips.
Maryan K. Jaross
Jun 21, 20217 min read
Retirement: Are You Financially and Emotionally Ready?
We have all prepared for at least a few significant events in our lives, such as studying for a major exam, interviewing for a dream job,...
Matthew Kelley
May 18, 20215 min read
What Is a Fiduciary Financial Advisor? Six Things You Should Know
What requires some financial advisors to act as a fiduciary but not others, what does that term really mean, and why is it important?
Maryan K. Jaross
Apr 23, 20216 min read
Questions for Couples of All Ages to Ask Before Saying “I Do”
If you’re getting married for the first time, or saying “I do” in retirement, our premarital financial questions address each situation.
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