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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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Tax-Savvy Retirement Strategies for the Business Owner

Tax-Savvy Retirement Strategies for the Business Owner

November 16, 2016 Wescott Blog

Retirement planning presents unique opportunities and challenges for owners of closely held businesses who have accumulated significant wealth. Developing a retirement strategy that aligns with your goals as a business owner as early as possible is a crucial step toward ensuring a successful transition to working less and maintaining your desire

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Reducing Your Tax Burden in Retirement

Reducing Your Tax Burden in Retirement

November 1, 2016 Wescott Blog

In the years leading up to retirement, too many people overlook opportunities to reduce their tax liability. Whether you are working into your 70s or retiring in your 50s, simple strategies executed at the right time can cushion your retirement funds and ensure you have the flexibility to maintain your lifestyle through your retired years.

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Getting Schooled on the 529

Getting Schooled on the 529

June 21, 2016 Wescott Blog

When parents welcome a new child into their family, they’re hit with many numbers—date and time of birth, length and weight of the baby. But in the early years, many families neglect to consider three very important numbers that will affect their estate and their child’s future: 529.

While 529 plans have been avail

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