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Why We Keep Score in Financial Planning

Why We Keep Score in Financial Planning

August 11, 2017 Wescott Blog

For many people, the process of gathering financial documents is like spring cleaning. It’s a necessary task avoided until the last minute. Because of that, it often constrains the financial planning experience, rather than bringing clients and advisors closer.

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The Gray Area in Gray Divorce

The Gray Area in Gray Divorce

May 2, 2017 Wescott Blog

One of the emerging trends in American family life is gray divorce, defined as divorce among partners over the age of 50. In fact, the divorce rate among those 50 and older has nearly doubled since 1990, according to a Bowling Green State University study.

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Avoiding Retirement Peer Pressure

Avoiding Retirement Peer Pressure

February 24, 2017 Wescott Blog

In retirement, it can be tempting to look over the fence at how neighbors are spending their golden years and wonder if they’re living better or if you’re spending your time and money in the right ways. What’s more, social media heightens the pressure by serving as a highlight reel of everyone’s best experiences.

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The Essential Characteristics of Personal Financial Technology

The Essential Characteristics of Personal Financial Technology

February 1, 2017 Wescott Blog

Wescott recently undertook the development and launch of our cloud-based client portal, myWescottVault™. As we thought about the essential functionality and utility of our offering, we became part of the ongoing conversation in the financial services industry, a tug-of-war between convenience and safety. One side advocates the absolute necessity

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Should Annuities Play a Role in Your Portfolio?

Should Annuities Play a Role in Your Portfolio?

January 5, 2017 Wescott Blog

If you’ve been around the investment world for long, you’ve undoubtedly heard the case for annuities.  Billions of dollars are invested in them each year*, but we’ve found that despite their popularity, annuities are seldom fully understood. That’s likely because of the nature of the product.  Part-investment an

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