You are viewing a preview location.
Broker Check
No one strategy fits everyone Our customized approach A plan designed for you Guidance from a Professional

Understanding Today's Financial Environment

Welcome, My name is Michael Most and I'm a financial Advisor with offices in New York and Florida. I understand that individuals often face unique challenges as they prepare for retirement. I 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. I have 20 years of experience in financial services, I can help address your needs today and for the many years to come.

I look forward to the opportunity of working with you through the various stages of your life.

The Client Experience

As your life continues to change and evolve we will help modify your goals and keep you moving forward.

Learn More

Wealth Accumulation

Applying principles and strategies that may enable you to create an investment portfolio that reflects your risk tolerance.

Learn More

Retirement Planning

A sound approach begins with taking a closer look at your potential retirement income sources.

Learn More

Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

View all videos arrow