Resources

Kiplinger recently quoted Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, Managing Partner and Founder of Opal Wealth Advisors, in the article “We Have $4 Million in IRAs. Does Our Inheritance Strategy Make Sense?” The article examines how families with significant retirement savings can approach inheritance planning while navigating Roth conversions, beneficiary designations, and the potential tax…

Lee Korn, CPWA®, Managing Partner and Founder of Opal Wealth Advisors, recently contributed an article to Kiplinger titled “Why a Big Savings Account Won’t Guarantee Retirement Peace.” In the article, Lee explores a concern that many individuals face as they approach retirement: Even after decades of building wealth, how can they feel confident that their…

For families who have spent decades building and preserving wealth, preparing for the possibility of future care can be an important part of a comprehensive financial strategy. Even with retirement savings, insurance, and an estate plan in place, long-term care can introduce financial and personal decisions that require thoughtful preparation. In an article for Kiplinger,“What…

Talking with aging parents about finances can be one of the more difficult conversations families face. Questions about estate documents, financial accounts, future care, and who should step in during an emergency are important, but they can also feel deeply personal. In an article for Kiplinger, “How to Talk to Your Parents About Money Without…

We are incredibly proud to share that Jesse Giordano, CFP®, CAP®, RLP®, CEBC®, Financial Advisor and Principal at Opal Wealth Advisors, has been named one of three national finalists for the 2026 Invest in Others Community Service Award. Jesse is being recognized for his extraordinary leadership and long-standing service to Blood Cancer United, formerly known…