In this episode, Wescott's Director of Financial Planning Standards, Susan Green, helps us focus in on your estate plan. Susan walks us through the basics of various estate planning documents, and when they are used.
In this episode, Wescott's Director of Financial Planning, Susan Green, is joined by Chief Investment Officer, Mark McCarron, to discuss the concepts of risk capacity and risk tolerance, determining your proper asset allocation, and finally, creating your investment portfolio.
In this episode of Wescott's educational series on financial planning, the firm's Director of Financial Planning Standards, Susan Green, breaks down your net worth statement and explains how Wescott uses that information to begin to build your comprehensive financial plan.
In the first episode of our financial planning educational series, Wescott's Chief Executive Officer, Grant Rawdin, and Director of Financial Planning Standards, Susan Green, discuss the firm's core financial planning mission.
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.
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).