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529 Re-Contributions of Tuition Refunds: Avoid Income Tax Penalties
April 21, 2020

Due to the outbreak of COVID-19, many colleges, universities and private secondary schools have shut their doors and transitioned to online...

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The Coronavirus Aid, Relief and Economic Security (CARES) Act
April 2, 2020

The $2 trillion COVID-19 stimulus package, Coronavirus Aid, Relief, and Economic Security Act (CARES) Act, was signed into law on Friday, March...

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News Tax Planning

UPDATE - Tax Announcement
March 30, 2020

3/27/20 - As of Friday, March 27th the deadline for filing most State 2019 income tax returns and payments for filers has been postponed until...

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News Economic & Market Commentary

GW & Wade’s Perspective on the Current Market
March 26, 2020
Interesting times.” How often have we heard this over the last several weeks?

 

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News Economic & Market Commentary

An Important Message From GW & Wade Regarding COVID-19
March 14, 2020

As the impact of COVID-19 (coronavirus) becomes clear, we want to assure you that we at GW & Wade are taking active measures to protect the...

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GW & Wade Counselors Recognized with 2020 Boston Magazine's FIVE STAR Wealth Manager Award For Eleventh Consecutive Year
March 13, 2020

WELLESLEY, MA – In the March edition of Boston Magazine, 15 GW & Wade counselors are recognized with the 2020 Five Star Wealth Manager Award. The...

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Avoiding Tax Season Related “Phishing” Scams
March 9, 2020

Each and every tax season, cybercriminals develop new, sophisticated schemes designed to fraudulently obtain payment and personal and financial...

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News

GW & Wade, LLC Names Kelli Adams & Heather Schirmer Mahoney as Firm Principals
February 10, 2020

GW & Wade, LLC, an independently managed financial advisory firm, announces today that Kelli Adams, CFP ®, EA and Heather Schirmer Mahoney, JD...

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News Economic & Market Commentary

Economic Reaction to the Coronavirus
February 4, 2020

After a strong start to the new year, the coronavirus, which originated in China, is causing high levels of investor concern. Despite action by...

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News Retirement

What are the Important Retirement Plan Changes with the SECURE Act?
January 21, 2020

Following passage by both houses of Congress, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE)...

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David Brodsky
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Kelli Adams