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Women & Wealth Financial Planning

3 Steps to Financial Empowerment for Women
March 7, 2018

Think for a moment about the word “empowerment.”  What does it mean to you? Can you think of a time in your life when you felt empowered? 

When I...

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Financial Planning

GW & Wade's Commentary on Market Volatility
February 8, 2018

Markets rise, markets fall – Is this time different? 

The recent return of market volatility has unnerved investors. We offer the following...

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Financial Planning

Should You Pay Off a Mortgage Early or Invest the Money?
February 5, 2018

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...

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Women & Wealth

Women & Wealth: Sharing Your Wealth (Part III)
January 10, 2018

Women and Wealth: Parts I and II focused on getting your “financial house” in order. These posts offered our suggestions for improving financial...

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Financial Planning

4 Useful Financial Resolutions for 2018
January 3, 2018

Now that 2018 is here, it’s time to start thinking about your financial resolutions.

Financial reflection is certainly not limited to January....

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Financial Planning

What You Need to Know About the New Tax Bill
December 20, 2017

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...

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Women & Wealth

Women & Wealth: Insight for Action (Part II)
December 18, 2017

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:

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7 Smart Year-End Financial Moves
December 4, 2017

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...

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Women & Wealth

Women & Wealth: A View From the Front Line (Part I)
November 16, 2017

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...

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Financial Planning Life Events

College Admission: What Factors Matter Most & Why?
September 20, 2017

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,...

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David Brodsky
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Kelli Adams