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Helping you keep informed and educated about topics that may help you make wise financial choices is our objective.  If you want more depth you can always reach out to us by phone or email to  


Friday, September 16, 2022

The tax exempt distributions from 529 accounts can be used for more than college tuition, supplies, and room and board. K-12, private and religious schools have been added.


Wednesday, August 31, 2022

Monthly social security checks expected to increase 8-10% starting in January, 2023 due to the cost of living adjustment (COLA.)


Thursday, July 2, 2020

I am sure you would agree, the last six months have been like none other. If my commentary below is just to long to read, you might jump down the paragraph that holds the italicized text. Therein lies the big picture. The Coronavirus...


Wednesday, May 13, 2020

Zoom has been one of the biggest benefactors of this Covid-19 crisis. Businesses, churches, associations, and private individuals have enjoyed the great video conferencing features of Zoom enabling them to stay connected. I almost took...


Friday, April 3, 2020

Your business may qualify for a forgivable loan of starting April 3, 2020. We cannot stress the importance in getting this loan application filed with your bank as soon as possible. This may help you offset the losses you may incur...


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Tuesday, March 31, 2020

By Valerie Fishgold MS, CFP®Fishgold Financial Services, a Comprehensive, Full-Service Financial Services and Solutions Firm Headquartered in Scottsdale, AZ Martin R. Fishgold and Valerie Fishgold, Certified Financial Planners®...


Tuesday, March 31, 2020

The IRS has extended the US tax return due date, IRA contributions deadline and taxes due to July 15, 2020. The IRS considers a tax return filed on time if it is addressed correctly, has enough postage, and is postmarked by the due...


Wednesday, March 25, 2020


Friday, July 21, 2017

How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are basing their entire retirement transition on that belief, and that could be financially...