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Kelli A. Adams, GW & Wade Counselor's Blog

Kelli Adams has been with GW & Wade since 2005. Kelli brings her expertise in tax, investment, and retirement planning to her clients. Prior to GW & Wade, Kelli specialized in taxation and investments at State Street Corporation. She currently provides tax, investment and retirement advice to executives and young professionals.

3 Steps to Financial Empowerment for Women

March 7, 2018 Authored by Kelli A. Adams, GW & Wade Counselor

Think for a moment about the word “empowerment.”  What does it mean to you? Can you think of a time in your life when you felt empowered?  When I hear the word empowerment, and specifically how it applies to women, I think of a strong, confident...

The Allowance Conundrum: Strategies to Help Teach Kids the Value of Money

September 5, 2017 Authored by Kelli A. Adams, GW & Wade Counselor

Are you contemplating or currently giving your children an allowance? You're not alone. In fact, roughly seven in 10 parents give their children an allowance[i]. For many parents, teaching children the value of money by using an allowance can be...

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Year-End Financial Planning: 5 Strategies to Help Avoid Financial Landmines

Are you making the best decisions possible before heading into the new year? Find out. This guide highlights some of the most important financial strategies to consider before year-end, helping you to maximize your financial situation and minimize lost opportunities.

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