Blog

Financial Planning

New Massachusetts Short-Term Rental Law Deadline – July 1, 2019
June 6, 2019

On July 1, 2019, a new law regulating and taxing short-term rentals in Massachusetts will go into effect. This new law expands the state’s hotel...

Continue reading

Financial Planning

2018 Tax Cuts and Jobs Act: What You Need to Know and Do Before Year-End
December 11, 2018

At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated...

Continue reading

Financial Planning

GW & Wade's Q3 Economic & Market Commentary
October 15, 2018

U.S. Economy  

Recent Developments: 

Evidence continued to mount that U.S. economic growth was poised to remain solid in the second half of...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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....

Continue reading

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...

Continue reading

Financial Planning Life Events

College Admission: What Factors Matter Most & Why?
September 20, 2017

A growing U.S. population of 18- to 24-year-olds with high school diplomas means that more students than ever are applying to college. In fact,...

Continue reading
Webinar

Tax Considerations For An Equity Exit

Register Now
blog_6
David Brodsky
team6
Kelli Adams