Retirement Life Events

4 Things That Will Shake Up Your Retirement Plan
August 31, 2018

While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q2 Economic & Market Commentary
July 17, 2018

U.S. Economy  

Recent Developments:

The U.S. economy has been firing on all cylinders, helped along by a strong rebound in household spending,...

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Will You Be Ready to Retire? What You Need to Be Saving in Your 20s, 30s, 40s, 50s & Beyond
June 20, 2018

57% of workers say saving for retirement is their top financial priority and close to 59% expect their standard of living in their golden years to be...

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Financial Planning Wealth Management

Ins & Outs of Blockchain & Cryptocurrencies
April 3, 2018

It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a difficult...

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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 hear...

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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. Still,...

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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 include...

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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams