Insights for Your Life and for Your Wealth
Episode 2: The SECURE Act In this episode of the Wescott Podcast series, members of Wescott’s Tax Alpha Group, Senior Financial Advisors Chris Cortese and Bob Waskiewicz, discuss the recently-passed SECURE Act, and the ramifications it may have on your financial future.
No one plans to get divorced. Yet for couples in their 50s and older, so-called “gray divorce” can be a particularly complex and contentious undertaking.
In this inaugural episode of Wescott’s podcast series, our Chief Investment Officer, Mark McCarron, addresses the top questions from our clients regarding the 2019 economic market and events, and previews Wescott’s strategy heading into 2020.
Charitable giving provides families with an opportunity to build a legacy and meaningfully impact the causes most important to them, but effective charitable giving requires a smart strategy. When and how you give makes all the difference.
New legislation making its way through Congress has the potential to create significant changes around retirement planning and individual retirement accounts (IRAs).
Social security has developed a reputation for constantly being on the brink of crisis. A recent government report found that Social Security costs will exceed its income in 2020, and the program only has enough reserves for the next 16 years.
We’re known for our Life-Minded Wealth® approach. Now, we want you to get to know the people behind that approach. Carrie Delgott, Chief Operating Officer/Chief Compliance Officer, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Amanda Weldon, Senior Investment Research Analyst, featured.
The Tax Cuts and Jobs Act of 2017 may have been signed into law in 2017, but many of the significant changes that made headlines last year are taking effect on tax returns for the first time this year.
