Financial Planning Wealth Management

DIY Financial Planning vs. Working with an Advisor
February 7, 2017

Are you considering hiring a financial advisor to help put your financial affairs in order? Or, are you managing everything yourself? According to...

Continue reading

Financial Planning

How to Use Business Succession Planning to Fund Retirement
January 23, 2017

Fund Retirement Using Business SuccessionWhat All Small Business Owners Need to Know

Are you one of the countless small business owners who needs to...

Continue reading

Social Security

Social Security: What You Need to Know
January 12, 2017

GW & Wade recently hosted a presentation in Wellesley, MA called: Securing Your Retirement: Transforming Social Security into a Winning Retirement...

Continue reading

Financial Planning

Post Election: 5 Areas for Year-End Tax & Financial Planning
November 28, 2016

For most people, the flurry of activity between November and New Year’s doesn’t leave much room for non-holiday errands. And yet right now is a ...

Continue reading

Investments Financial Planning Wealth Management

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?
November 17, 2016

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And...

Continue reading


President-Elect Trump’s Unlikely Victory
November 9, 2016

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the...

Continue reading

Financial Planning Life Events

The Hidden Costs of a Divorce: Expert Advice on Key Financial Considerations
October 11, 2016

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...

Continue reading


$5,000,000 Metaphors
September 20, 2016

“I'm the king of a cow! And I'm the king of a mule! 

I'm the king of a house! And, what's more, beyond that

I'm the king of a blueberry bush and a...

Continue reading


Should Politics Play a Role in Your Financial Plan?
August 15, 2016

Will having a Republican in the White House mean less tax regulation? Will a Democratic administration result in a thriving economy? These are...

Continue reading

Women & Wealth

Women & Wealth: Our Ongoing Event Series
July 21, 2016

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

Continue reading

Tax Considerations For An Equity Exit

Register Now
David Brodsky
Kelli Adams