Opal Wealth Advisors

10/17/2026

It is one of the most underserved conversations in financial planning, and one of the most relatable.

Why do so many people who saved diligently find it so hard to spend once they retire? A few reasons:
- Decades of saving build a habit that does not switch off on its own
- The fear of running out can override what the math actually says
- For many, identity is tied to accumulation rather than enjoyment

Naming these patterns is the first step to changing your relationship with spending, so the money you worked so hard to build actually supports the life you want.

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/13/2026

Kayla is genuinely excited about Opal's future, and it comes down to the time horizon.

The firm is not just looking at the next quarter or the next year. It is asking how many lives it can impact over the next ten.

Growth is one of Opal's core values. And right now, the firm is at a point where a new team member can have a real hand in that growth, and in the many lives it touches.

It is a rare moment to join and help shape where the firm goes next.

Curious about a career at Opal? Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/11/2026

Meet Matthew Krouse, CFP, RLP, AAMS, Financial Advisor at Opal Wealth Advisors.

Matt is dedicated to client success. He works to create judgment-free zones where people can voice their dreams and explore possibilities that were not on their radar before. His listening, empathy, and honesty help clients feel informed and in control.
Together, they define life-enhancing goals, put strategies in motion, and adjust as circumstances change.

"What is most important to me is being a positive force for transforming people's lives."

Before joining Opal in 2021, Matt spent nearly 20 years as an advisor at Edward Jones, and earlier helped open Stern Stewart & Co.'s Southeast Asia headquarters in Singapore. He earned his Bachelor of Science in Commerce from the University of Virginia.

Matt and his wife, MP, enjoy life with their two dogs and Matt's daughters, Hana and Mae, along with hiking, cooking, traveling, reading, board games, and cheering on the NY Giants.

Want to work with a team like this? Visit opalwealthadvisors.com or call 888.703.OPAL.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/09/2026

The people who really thrive at Opal share a few things.

They have a growth mindset. They want a career, not just a job. They value collaboration, they want to enjoy where they work, and they want to feel they can be themselves here.

And above all, they want to do the right thing for the client.

If that sounds like you, you would fit right in.

If this sounds like you, let's connect. Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/08/2026

A large retirement portfolio doesn't always mean peace of mind.

After decades of saving and investing, many people approaching retirement still find themselves asking one important question: Will I be okay?

In his latest article for Kiplinger, Opal Wealth Advisors Managing Partner and Founder Lee Korn, CPWA®, explores why retirement confidence goes beyond the size of your portfolio. From creating a sustainable income strategy to navigating taxes, Social Security, and market uncertainty, having a coordinated plan can make all the difference.

Because retirement isn't just about how much you've accumulated. It's about knowing how to make that wealth work for you.

Read Lee's full article: https://www.kiplinger.com/retirement/retirement-planning/retirement-income-strategy-for-peace-of-mind



Please see important disclosure information at opalwealthadvisors.com/disclosure

Even wealthy pre-retirees worry about financial security in retirement. That's because peace of mind requires an income strategy, not just a high net worth.

10/08/2026

For many Long Island retirees, the idea of moving to Florida for lower taxes can be appealing.

But comparing New York and Florida is about more than looking at state income tax rates. Property taxes, residency rules, healthcare, the cost of moving, estate planning, and time spent in each state can all affect the numbers.

And moving to Florida does not automatically mean you are no longer subject to New York taxes. Your domicile, where you maintain a home, and how many days you spend in New York can all matter.

A retirement move is a major financial decision. Before making the decision based on taxes alone, it is worth looking at the full picture and how the move fits into your long-term financial plan.

Read our latest blog for a closer look at what Long Island retirees should consider before making a move.

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.

Please see important disclosure at opalwealthadvisors.com/disclosure

10/06/2026

Most financial plans are built around a number. The best ones are built around a life.

A truly comprehensive plan accounts for far more than the portfolio:
- Travel and experiences
- Family and giving
- Health and longevity
- Legacy and purpose

Each of those has a financial dimension most people never plan for explicitly. That is the difference between a plan that tells you what you have and a plan that tells you how to actually use it.

Your wealth should fit your life, not the other way around.

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/04/2026

Kayla joined Opal for a lot of reasons, but one rises to the top: a leadership team that genuinely promotes a culture of growth, with the best interests of both clients and people at heart.

At Opal, that shows up in real ways. Supporting the team in earning certifications and joining leadership programs, and challenging one another to be better every single day.

It is growth as a shared effort, not a slogan.

Curious about a career at Opal? Visit opalwealthadvisors.com/about/career-opportunities.
Please see important disclosure at opalwealthadvisors.com/disclosure

10/02/2026

Joe loves working with newly empty nesters, and here is why.

They have spent their whole lives raising their children, putting them through school, and finally paying off that last tuition bill. The kids are on their own.

And then comes the question: am I ready to retire?

What is fascinating is that there is usually about a ten-year window between the empty nest and retirement. That is the stretch where the real goal-setting happens, and where the right planning turns a vague someday into a genuinely fruitful retirement.

If you are in that window, it is the perfect time to start.

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.
Please see important disclosure at opalwealthadvisors.com/disclosure

09/30/2026

You know you need to get your estate plan in order. The hard part is knowing where to start.

Our Guide to Estate Planning walks you through it in plain language:

The documents that matter

The roles to assign

The decisions that protect the people you love

Download it and take the first real step. Get the guide at opalwealthadvisors.com/free-guides/guide-to-estate-planning-2/

Talk with an Advisor today. Visit opalwealthadvisors.com or call 888.703.OPAL.
Please see important disclosure at opalwealthadvisors.com/disclosure