The Equifax Data Breach

09/11/2017 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.

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

09/05/2017 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 quite challenging.

Financial Literacy 101: A Back-to-School Checklist for College Students

08/02/2017 By Gerry Polcari

Is your child headed to college this fall? Then no doubt you’ve been to Bed Bath & Beyond to fulfill the dorm room checklist that came courtesy of residence life. In the grand scheme of things, financial literacy is much more important than mini fridges and shower caddies.

How Should I Gift Money to My Kids & Avoid Taxes?

07/12/2017 By Darren M. Norton, GW & Wade Principal

No doubt you want the best for your children; however, exactly what is the best way to gift money to them? In this post, we discuss the ins and outs of gifting money to your children while minimizing taxes.

5 Steps to a Financially Sustainable Retirement

05/30/2017 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.

Tax Season is Over, Long Live Tax Season! (Or should we say, long live tax planning?)

05/11/2017 By Gene Sinclair, GW & Wade Principal

How easy is it to repress any thoughts of taxes, once the returns are filed? Before you forget about your taxes for another year, please consider this: if you had done more tax planning in advance, might your tax situation have been better at filing time? Especially if you had a significant financial event in 2016, such as an option exercise, a liquidity event, or a material change to your family’s finances?

4 Things You Must Know About Your 401(k) Plan

04/26/2017 By Matthew E. Ryan, GW & Wade Counselor

Over the years, we've received many questions from our clients regarding their employer-sponsored 401(k) plans. Rarely do any of these questions come as a surprise, given the financial complexity of most 401(k) programs.

Therefore, to help you better manage and maximize the potential growth of your 401(k) retirement plan (or any other retirement savings plan for that matter), we sat down with GW & Wade Counselor Matthew E. Ryan, MSF, CFP®, EA to find answers to the most common questions we..

Market Tops and Bottoms

03/20/2017 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..

7 Hidden Tax Deductions You’re Probably Overlooking

03/15/2017 By David L. Brodsky, GW & Wade Principal

While not a popular holiday, April 15th is probably on your calendar – even though this year tax day is April 18th. The long-awaited day when you’re required to file your annual income taxes. However, before you do, have you included all the deductions due to you? According to Motley Fool, the IRS believes that a full 20% of eligible Americans miss out on tax breaks worth up to $6,269 each year.

DIY Financial Planning vs. Working with an Advisor

02/07/2017 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..

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