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
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Building Your Legacy
A four-step framework for building a personal legacy.
This worksheet can help you estimate the costs of a four-year college program.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A change in your mindset during retirement may drive changes to your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
One way to find money is to examine your current spending habits and eliminate money wasters.
Even if you’re young and single, you should still consider protecting yourself.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.