Marcus Gold, MBA, FSCP, Financial Services Professional with Reveal Wealth

20/10/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

03/10/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

02/10/2026

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financial goals. Whether you're saving for a big milestone or just want to feel more confident about your future, a solid strategy can make all the difference.
Let’s make sure your finances are ready for whatever the season brings — reach out today to start the conversation!

01/10/2026

In this week's , New York Life Investments' Global Market Strategy team’s latest research takes a more global, holistic look at sovereign debt sustainability – including how the deep and liquid capital markets in the United States help preserve structural demand for its assets, even as questions mount around investor preferences. Take a look: https://bit.ly/4jt65o0

07/09/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

01/09/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

05/08/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

22/07/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

20/07/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

04/07/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!