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
Applying principles and strategies that may enable you to create an investment portfolio that reflects your risk tolerance.Learn More
A sound approach begins with taking a closer look at your potential retirement income sources.Learn More
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Four vacation destinations you might never have thought of.
Learn a little about worldwide currency in this fun infographic
Taking regular, periodic withdrawals during retirement can be quite problematic.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
How to help determine life insurance needs to provide for your family after you pass away.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know these three personal finance sayings?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You’ve made investments your whole life. Work with us to help make the most of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.