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Don’t overlook these opportunities to optimize your financial life before year-end. Review our quick checklist of 12 reminders.

Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...

An open letter from the president of Gold Medal Waters Financial Advisors about the difference between value and money.

When retirement is starting to appear on your radar screen, it might be time for a glidepath to smoothly adjust your investments.

HENRYs earn a hefty income so they could have a decent chance of becoming wealthy, but they don’t save and invest much. What’s going on?

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,...

The thought has probably crossed your mind… You’re just ending (another) great stay at your favorite ski resort, or you visited that town...

Strong marriages are based on a foundation of trust, open communication, and shared values. While there is no one-size-fits-all...

For many people, the money in their employer-sponsored retirement savings plan—a 401(k) or something similar—represents a big chunk of...

A successful financial relationship is akin to a busy two-way street with a steady flow of communication traffic. This means trusting...

Losing a home to a fire or other natural disaster is devastating. Here’s how to avoid being underinsured.

The Public Service Loan Forgiveness Program has been updated with the goal of making it work for more borrowers.

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.

What requires some financial advisors to act as a fiduciary but not others, what does that term really mean, and why is it important?

If you’re getting married for the first time, or saying “I do” in retirement, our premarital financial questions address each situation.

As a physician, your income provides the opportunity to accumulate enough wealth to support an enviable lifestyle and bring financial...

It may seem odd for a financial advisory firm to say this, but financial advisors often overcomplicate investments. While managing an...

After covering their basic needs, such as food and shelter, most people overlook the role money should play in their lives.

This election season has been unusual and stressful, but long-term investors can take comfort from history.

If you think you have a good handle on your lifestyle priorities, consider analyzing how you spend your money.