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Financial Planning

The Equifax Data Breach
September 11, 2017

Last Friday, Equifax announced a data breach that potentially affects approximately 143 million U.S. consumers. The company believes the...

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Financial Planning

The Allowance Conundrum: Strategies to Help Teach Kids the Value of Money
September 5, 2017

Are you contemplating or currently giving your children an allowance? You're not alone. In fact, roughly seven in 10 parents give their children...

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Financial Planning

Financial Literacy 101: A Back-to-School Checklist for College Students
August 2, 2017

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...

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Retirement

5 Steps to a Financially Sustainable Retirement
May 30, 2017

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...

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Investments Financial Planning Asset Management Tax Planning

Tax Season is Over, Long Live Tax Season! (Or should we say, long live tax planning?)
May 11, 2017

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...

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Retirement

4 Things You Must Know About Your 401(k) Plan
April 26, 2017

Over the years, we've received many questions from our clients regarding their employer-sponsored 401(k) plans. Rarely do any of these questions...

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Investments Financial Planning Asset Management

Market Tops and Bottoms
March 20, 2017

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...

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Financial Planning

7 Hidden Tax Deductions You’re Probably Overlooking
March 15, 2017

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...

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Financial Planning Wealth Management

DIY Financial Planning vs. Working with an Advisor
February 7, 2017

Are you considering hiring a financial advisor to help put your financial affairs in order? Or, are you managing everything yourself? According to...

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Financial Planning

How to Use Business Succession Planning to Fund Retirement
January 23, 2017

Fund Retirement Using Business SuccessionWhat All Small Business Owners Need to Know

Are you one of the countless small business owners who needs...

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David Brodsky
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Kelli Adams