Michael Woloshin, Investment Adviser Representative
Michael Woloshin is an Investment Adviser Representative, insurance professional and the founder and managing director of Woloshin Investment Management. His priority is helping those who are about to retire or who already have retired pursue their financial independence utilizing customized income strategies. Woloshin has over 35 years of experience advising clients.
Latest articles by Michael Woloshin, Investment Adviser Representative
7 Year-End Strategies to Save You Money On Taxes
taxes Some extra saving, some stock moves, some charitable giving … these strategies all can add up to tax savings for many people. But the clock is ticking.
7 Year-End Strategies That Can Help You Save On Taxes
By Michael Woloshin, Investment Adviser Representative Publishedtaxes
What's the Big Deal About Health Savings Accounts?
savings Most people know HSAs offer a sweet tax deal, but they also offer a couple other important benefits you might not have considered.
By Michael Woloshin, Investment Adviser Representative Publishedsavings
Is Your Financial Professional a Fiduciary? (Why You Should Know – And Care)
Financial Planning The answer to that question is important: It determines whether the person you’re working with is legally required to put your interests first.
By Michael Woloshin, Investment Adviser Representative PublishedFinancial Planning
5 Must-Do's to Start with for Retirement Success
retirement No matter who you are, how much you’ve saved, what kind of salary you make or how you want to spend your golden years, you’re going to need to do these five things before you can retire.
By Michael Woloshin, Investment Adviser Representative Publishedretirement