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.
Owning a business has become increasingly complex. Regulation changes often, causing business owners to worry about how they treat their customers, employees and themselves. And because it’s their business, it’s usually the owners who spend the most time dealing with these evolving requirements.
Executive compensation plans have become increasingly complex over the last decade, with companies seeking the right balance of guaranteed vs. performance-based pay to appease both stakeholders and company leaders.
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.
