Blog

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading

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 ...

Continue reading

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...

Continue reading
Webinar

Tax Considerations For An Equity Exit

Register Now
blog_6
David Brodsky
team6
Kelli Adams