Ward Goldberg - Allied Wealth Partners

06/16/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

06/16/2026

Money wisdom from Ben Franklin!

04/20/2026

A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.


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Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

04/02/2026

A strong legacy starts with intention.

Education, structure, and stewardship help prepare families to manage wealth responsibly now and across generations.

Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.

03/03/2026

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. Read the Cetera Investment Management Team's latest commentary.

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. In our latest commentary, the Cetera Investment Management team breaks down the recent escalation in the Middle East, what it could mean for energy markets and inflation, and why global eq...

02/18/2026

Homeownership can bring added considerations during tax season.

As the IRS begins accepting 2026 tax returns, homeowners may be reviewing whether to itemize deductions or take the standard deduction. Depending on individual circumstances, certain expenses tied to owning a home may still be eligible for tax treatment under current rules, including mortgage interest and property-related costs.

Because tax situations vary, it may be helpful to review what applies to you before filing.

If you have questions about how these items show up in your overall financial picture, feel free to reach out. For specific tax guidance, it’s best to connect directly with your qualified tax professional. I’m happy to coordinate with them to ensure your financial strategy is aligned.



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It will mostly be business as usual for homeowners this tax season. However, new changes introduced under the "big, beautiful bill" may affect how they file.

02/10/2026

Valentine’s Day isn't just about roses and reservations this year — fast food chains are getting in on the fun with playful, limited-time offerings designed to stand out.

Some brands are rolling out unexpected menu items, from caviar-topped McNuggets to heart-shaped pizzas, leaning into novelty and social media buzz during one of the busiest restaurant holidays of the year. It's a reminder of how consumer trends, social media buzz, and seasonal moments can shape how businesses compete for attention. 🍟❤️



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It’s a tale as old as time, or at least as old as TikTok: chicken nuggets lovingly topped with a dab of caviar.

02/05/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

02/04/2026

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.