Wealth Advocate Group

06/01/2026

Time is our most precious asset, especially when it comes to reaching your financial goals.

In this article, we reveal the high price of delaying financial planning and 5 reasons why today is the best day to start.

Time is our most precious asset, especially when it comes to reaching your financial goals. The decisions you make today can profoundly impact the quality of life you lead tomorrow. Unfortunately, many people postpone financial planning, believing they have plenty of time to address it later. But th...

05/29/2026

After spending over a decade working in the financial services industry, we have seen common mistakes people make that have detrimental effects. Let’s break down some of the biggest financial mistakes we see people make so you can avoid them.

These 5 financial mistakes are far too common and can cause harm to your financial future. Are you making any of them?

05/27/2026

Do you strive to experience financial independence? The sooner you start, the better.

These financial planning tips for those in their 20s will help.

05/25/2026

Today, we remember the brave men and women who gave their lives in service to our nation. Their courage and sacrifice have shaped the freedoms we enjoy today.

Thank you to all who have served and to those who continue to serve.

05/22/2026

We understand that the idea of mandatory withdrawals from your retirement accounts can feel overwhelming.

However, with proper planning and knowledge, RMDs can actually become a strategic tool to manage your retirement income and tax burden.

Learn vital information about required minimum distributions (RMDs). Wealth Advocate Group is a fee-based wealth management company based in Beachwood, OH.

05/20/2026

We understand that hiring an advisor can be a challenging process. We have provided some resources to make that decision easier.

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We understand that hiring an advisor can be a challenging process. We have provided some resources to make that decision easier.

05/18/2026

For those who have ascended to top leadership positions, executive compensation packages often extend beyond a simple salary. Stock options, restricted stock units (RSUs), and other incentive-based awards form a significant portion of their financial planning.

Read about executive compensation packages and retirement plans. John Brown is a financial advisor at Wealth Advocate Group in Beachwood, OH.

05/15/2026

Incorporating charitable donations into your financial plan, whether through estate planning, generational wealth building, or tax strategies, can benefit both you and the causes you care about.

Tax-efficient charitable giving strategies to make the most of your donations. Jason Cohen is a financial advisor with Wealth Advocate Group in Beachwood, OH.

05/13/2026

At Wealth Advocate Group, we provide clear guidance and practical strategies to help you make informed financial decisions at every stage of life.

If you’re ready to take the next step, we’re here to help.

📞 440-505-5578

Wealth Advocate Group was founded with a mission of providing advice in the best interest of our clients to help them pursue their dreams. After more than 25 years in business, we remain committed to this mission. We continuously seek ways to improve our clients’ financial lives and deliver custom...

05/11/2026

Changing jobs? Your 401(k) doesn’t have to be left behind.

Rolling over old accounts can simplify your portfolio, reduce fees, and align your retirement savings with your current goals. Make sure your strategy keeps pace with your career moves.

Benefits, drawbacks, and potential pitfalls of doing a 401(k) rollover from Jason Cohen, a financial advisor at Wealth Advocate Group in Beachwood, OH.