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Meg Gaisford Welborn, GW & Wade Counselor's Blog

The Who, When, What and How of Charitable Giving

10/25/2018 Authored by Meg Gaisford Welborn, GW & Wade Counselor

Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts, both from their own perspective and that of their organization. If you fall into this camp, this post is for you. We explore the Who, When, What and How of charitable giving strategies and discuss the best ways to navigate the recent relevant tax law changes.

Women & Wealth: Sharing Your Wealth (Part III)

01/10/2018 Authored by Meg Gaisford Welborn, GW & Wade Counselor

Women and Wealth: Parts I and II focused on getting your “financial house” in order. These posts offered our suggestions for improving financial literacy for women – with insight into cash flow and the importance of diversifying asset groups in your portfolio. In this post, we turn to other financial goals: taking care of your family through effective and tax-efficient gifting.

Women & Wealth: Insight for Action (Part II)

12/18/2017 Authored by Meg Gaisford Welborn, GW & Wade Counselor

What do women want to understand about wealth? What better way to understand than to ask them? So we did. Here is what some of our clients said:

Women & Wealth: A View From the Front Line (Part I)

11/16/2017 Authored by Meg Gaisford Welborn, GW & Wade Counselor

Investing can be overwhelming....... 

It consists of a specific and technical language. It exists within a 24 x 7 news cycle of events, far beyond any one person’s control, often with direct impact on your financial well-being. Behavioral economists, including the two recent Nobel Prize winners, teach us that topics outside of our control tend to make us more nervous. We tune them out.

Women & Wealth: Our Ongoing Event Series

07/21/2016 Authored by Meg Gaisford Welborn, GW & Wade Counselor

The GW & Wade Women and Wealth team hosted two events this past June, which energized...and engaged all who attended.   

Women & Wealth Wine Tasting: Tune out the Noise and Tune into Your Long-Term Goals

11/29/2015 Authored by Meg Gaisford Welborn, GW & Wade Counselor

GW & Wade’s Women and Wealth recently hosted a Wine Tasting Event for GWW women clients and guests at Sip in Boston’s Back Bay. The tasting featured 6 wines all created by women vintners. The sommelier discussed the background of each of the vintners and how they have succeeded in what has traditionally been a male dominated field.

What’s Your Child's Job Got To Do With a Roth IRA?

10/06/2014 Authored by Meg Gaisford Welborn, GW & Wade Counselor

A job is a great opportunity for your soon-to-be adult child to get a glimpse at “real” life and responsibility as well as the benefit of earned income. Now that most children are back to school, let’s have a look at one excellent option for long term saving: Roth IRAs. 

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