Social Security

Social Security: What You Need to Know
January 12, 2017

GW & Wade recently hosted a presentation in Wellesley, MA called: Securing Your Retirement: Transforming Social Security into a Winning Retirement...

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Financial Planning

Post Election: 5 Areas for Year-End Tax & Financial Planning
November 28, 2016

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 ...

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Investments Financial Planning Wealth Management

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?
November 17, 2016

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And...

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President-Elect Trump’s Unlikely Victory
November 9, 2016

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the...

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Financial Planning Life Events

The Hidden Costs of a Divorce: Expert Advice on Key Financial Considerations
October 11, 2016

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...

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$5,000,000 Metaphors
September 20, 2016

“I'm the king of a cow! And I'm the king of a mule! 

I'm the king of a house! And, what's more, beyond that

I'm the king of a blueberry bush and a...

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Should Politics Play a Role in Your Financial Plan?
August 15, 2016

Will having a Republican in the White House mean less tax regulation? Will a Democratic administration result in a thriving economy? These are...

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Women & Wealth

Women & Wealth: Our Ongoing Event Series
July 21, 2016

The GW & Wade Women and Wealth team hosted two events this past June, which energized...and engaged all who attended.   

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Don’t Sleep on Tax Management: Talk to Your Advisor this Summer
July 14, 2016

“Tax management in July? Sounds like fun!” said no one…EVER!

But that doesn’t mean a mid-year tax review is a bad idea.

In fact, the key to...

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Brexit and Your Investments: GW & Wade Advisors Weigh In
June 29, 2016

How Will Brexit Affect Your Financial Plans? 

Since the UK voted to leave the European Union—a surprising move that has had markets reeling—many...

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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams