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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.

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Wealth Accumulation

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

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Retirement Planning

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

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Helpful Content

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Financial Aid for Students 101

Financial Aid for Students 101

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

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Your Cash Flow Statement

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

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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