Alan Goldfarb

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.

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.

Caring for aging parents and loved ones How to manage the unique financial, medical and legacy challenges.

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.

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.

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.

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

3 tips to successfully passing on real estate to heirs Take proactive steps today to help ensure your legacy is carried out as you wish.

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.

How to have an state planning conversation with loved ones Learn what goes into having a successful and productive estate planning conversation.

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.

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