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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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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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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, the...

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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 unauthorized...

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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 an...

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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...

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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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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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David Brodsky
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Kelli Adams