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from GW & Wade


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

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...

Market Tops and Bottoms

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...

7 Hidden Tax Deductions You’re Probably Overlooking

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...

DIY Financial Planning vs. Working with an Advisor

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....

How to Use Business Succession Planning to Fund Retirement

Fund Retirement Using Business Succession What All Small Business Owners Need to Know Are you one of the countless small business owners who needs to sell your business to fund your retirement? If so, then preparing a business exit and succession...

Social Security: What You Need to Know

GW & Wade recently hosted a presentation in Wellesley, MA called: Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy. With humor and deep knowledge of the Social Security system, our presenter, Rob Kron, Head...

Post Election: 5 Areas for Year-End Tax & Financial Planning

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 crucial window for reviewing your goals and engaging in strategic tax and financial planning. If you’re...

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And although the question of trusting one’s portfolio to an online tool may seem like a non-issue for...

President-Elect Trump’s Unlikely Victory

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the building of a wall across our Southern border? Will he introduce legislation that will nullify the...

The Hidden Costs of a Divorce: Expert Advice on Key Financial Considerations

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 significant, often unexpected financial consequences. Their questions and concerns about some unforeseen...

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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