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Laurie Wexler Gerber, GW & Wade Client Development Manager's Blog

Laurie has been working in GW & Wade’s Business Development department for the past 10 years. Based in our Wellesley office, Laurie’s responsibilities include spearheading GW & Wade’s Women and Wealth initiative, new client development, marketing communications and partnerships nationwide, client loyalty and retention, and managing all company events and community involvement.

4 Things That Will Shake Up Your Retirement Plan

08/31/2018 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement savings agenda until midlife. According to a Princeton Research Associates survey[1], about 10 percent of respondents said they started saving for retirement in their teens. Nearly one-quarter (23 percent) started saving in their 20s, and 14 percent began in their 30s.

What You Need to Know About the New Tax Bill

12/20/2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

As we approach year-end, Congress has passed a new tax bill that will dramatically change the tax code beginning in 2018. The major changes include new tax brackets, lower top marginal tax rates, and significant changes to taxpayer deductions. For many taxpayers, filing your taxes will become less cumbersome and result in lower taxes. Some may see no change or worse: an increase.

The Equifax Data Breach

09/11/2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

Last Friday, Equifax announced a data breach that potentially affects approximately 143 million U.S. consumers. The company believes the unauthorized access occurred from mid-May through July 2017 and that the information accessed primarily included names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.

5 Steps to a Financially Sustainable Retirement

05/30/2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

While there are many unknowns that can impact retirement plans along the course of a career, planning for retirement as soon as possible is the surest way to realize your retirement goals.

Market Tops and Bottoms

03/20/2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

There has been much discussion recently in the financial press about whether the stock market is reaching its peak. We at GW & Wade are not in the business of predicting market moves. For example, who could have foreseen the market run-up after the recent election? In the interest of addressing this question, however, here is some of our thinking about market tops and bottoms. (To define terms, a market correction is generally considered to be a drop of approximately 10%; a bear market is a..

DIY Financial Planning vs. Working with an Advisor

02/07/2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

Are you considering hiring a financial advisor to help put your financial affairs in order? Or, are you managing everything yourself? According to one study, most individuals surveyed saw tremendous value in receiving professional financial advice. However, they didn’t believe that what they were being told would actually come to pass. What’s more, follow-ups after the survey concluded that the number one reason most individuals don’t hire a financial advisor is because they’re afraid of the..

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?

11/17/2016 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And although the question of trusting one’s portfolio to an online tool may seem like a non-issue for seasoned investors, a lot of younger families are eager to explore the lower-cost option.

President-Elect Trump’s Unlikely Victory

11/09/2016 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the building of a wall across our Southern border? Will he introduce legislation that will nullify the Affordable Care Act—and if so, what happens to those Americans with pre-existing health conditions?  Are our allies abroad really going to have to renegotiate their trade and security arrangements with the world’s superpower?  Do taxpaying non-citizens..

The Hidden Costs of a Divorce: Expert Advice on Key Financial Considerations

10/11/2016 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

In 2014, more than 4.2 million Americans got married. And more than 1.6 million got divorced [i]. That means a lot of families are dealing with significant, often unexpected financial consequences. Their questions and concerns about some unforeseen costs of their divorce are the inspiration for this post.

Should Politics Play a Role in Your Financial Plan?

08/15/2016 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

Will having a Republican in the White House mean less tax regulation? Will a Democratic administration result in a thriving economy? These are compelling questions… without clear answers, which is part of the reason why politics should not play into your financial plan. It’s impossible to say which campaign promises will get passed, or how the markets will react (although, if you’re into macroeconomics and regression analyses, there are several interesting studies that explore how political..

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