Gould Ruma Financial Advisors provides guidance on life’s complex financial puzzle, counseling clients over the long term to address their ever-changing questions and concerns.
We manage assets focusing on the goals established in each client’s plan, and we seek to help our clients avoid making costly mistakes with their investments.
By performing tax preparation services for our financial planning clients, we are able to provide a greater level of coordination between their investment and tax strategies to better address short and long term financial goals.
Welcome to Gould Ruma Financial Advisors
Gould Ruma Financial Advisors is a Registered Investment Advisory Firm whose sole focus is our clients. We have more than 30 years of industry experience with providing financial planning, asset management, and tax preparation and planning services. Through this more comprehensive, three pronged approach, we provide the timely, responsive and thoughtful service that our clients deserve.
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Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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However exciting retiring abroad may sound, it deserves considerable planning.
Estate Management Checklist
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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Knowing your options when a CD matures can help you make a sound investment decision.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Military families face unique challenges, making personal finance even more critical.
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This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?