Alan Goldfarb

12/21/2024

It’s officially winter! What’s your favorite winter activity?

12/20/2024

After 48 years of serving my clients as a financial advisor, I have come to the conclusion that it is time to retire and enjoy my golden years. I am very thankful for everyone that has been a part of my journey. I want to thank Marks & Associates for being a place I called home the last 3 years of my career. I have the upmost confidence that they will take exceptional care of my clients for years to come.

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

12/13/2024

Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025.

12/11/2024

One key benefit of having estate planning conversations is creating transparency and trust with your loved ones. Have you checked all the important estate and legacy planning boxes? Let’s connect to help ensure you have a plan in place.

12/11/2024

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

12/04/2024

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

11/28/2024

Wishing you and your loved ones a Happy Thanksgiving. What are you thankful for this year?

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.

11/08/2024

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did you last review your plan? Let’s connect to help ensure your assets go exactly where you intend.

10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.