May 2025 - Many clients ask: How should I prepare for this conversation? What opportunities should I prioritize? And what mistakes should I avoid? This piece provides actionable guidance to help you maximize your mid-year review while avoiding common pitfalls that can potentially derail your financial planning efforts.
May 2025 - As June approaches, we reach a strategic pause point in your financial year—a perfect moment to assess progress and make thoughtful adjustments to your wealth strategy. Mid-year reviews can be an opportunity to ensure your wealth continues to support your life and goals.
May 2023 - Robert Waskiewicz, Principal, Senior Financial Advisor, discusses the tax planning strategies investors can employ year-round to prepare for the next tax season and beyond.
January 2023 - It can be tempting to want to overhaul your financial plan and start anew, but that’s not always the recommended course of action. Learn more about five investment resolutions that will help you stay on track to achieve your life and financial goals in 2023 and beyond.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
For investors, understanding how your retirement tax planning and tax-smart investment strategies are positioned for potential reforms offers peace of mind and a more secure path forward.
November 11, 2021 - Tis the season for charitable gifting, and Wescott's team of financial and tax planning experts has all of the best strategies and information to help you maximize the benefit of your donation.
What should high-net-worth and ultra-high-net-worth individuals expect from the American Families Plan's proposed changes to the current tax code?
In this episode of our webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, take a closer look at Wescott's tax-smart investment strategy, and how our approach is applied to your portfolio.
