The Latest Thinking
from GW & Wade


5 Steps to a Financially Sustainable Retirement

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?)

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...

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...

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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