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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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 come...

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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 you’re...

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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 to...

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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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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams