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.
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.
It can be hard to foresee all the changes life throws at us over the years. It can be especially difficult to anticipate how those changes might impact wealth for generations to come.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Mark McCarron, Principal and Chief Investment Officer, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Robert Waskiewicz, Financial Advisor, featured.
Sudden wealth can take many forms, including selling a business, executing stock options or reaching a legal settlement. Most often, however, sudden wealth is the result of an inheritance.
