The Latest Thinking
from GW & Wade


Should You Pay Off a Mortgage Early or Invest the Money?

Mortgages are often referred to as good debt. However, when faced with the opportunity to pay off your mortgage early or invest your money in the financial markets, which option should you choose?

Women & Wealth: Sharing Your Wealth (Part III)

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...

4 Useful Financial Resolutions for 2018

Now that 2018 is here, it’s time to start thinking about your financial resolutions. Financial reflection is certainly not limited to January. Still, it is a popular time when life slows down from the bustle of the holidays and the early weeks of...

What You Need to Know About the New Tax Bill

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...

Women & Wealth: Insight for Action (Part II)

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:

7 Smart Year-End Financial Moves

No matter where you’re at in life, it’s important to revisit your financial situation before the end of the year. In fact, there are some financial moves that need to occur by December 31 or you run the risk of losing savings and missing tax...

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

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...

College Admission: What Factors Matter Most & Why?

A growing U.S. population of 18- to 24-year-olds with high school diplomas means that more students than ever are applying to college. In fact, the National Association of College Admission Counselors found that the number of first-time freshman...

The Equifax Data Breach

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...

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

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.

Get The Guide