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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

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Federal Income Tax

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

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5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

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A Bucket Plan to Go with Your Bucket List

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Markets React

When markets shift, experienced investors stick to their strategy.

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