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Author Archive for: ‘PRW Wealth Management, LLC’

Investment Commentary – Q2 2016

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 2nd Quarter 2016: Investment Commentary – Q2 2016

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Wealth Due To Inheritance

If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you’ve inherited. You’ll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other …

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PRW’s Elliot Herman Cited in Recent “I Know First” Article on Asset Management for Family Offices

Please click on the link below for Chief Investment Officer Elliot Herman’s most recent citation on the daily stock market forecast website “I Know First”: How do Family Offices Approach Asset Management?

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Adjusting to Life Financially After a Divorce

There’s no doubt about it–going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, …

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PRW Wealth Advisor Christian Stone Earns CFP Certification

Quincy, MA, 5/4/2016 – Christian Stone, CFP®, Wealth Advisor at PRW Wealth Management, LLC in Quincy, MA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Stone has worked at PRW since 2014 and works with …

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Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement …

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Investment Commentary – Q1 2016

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 1st Quarter 2016: Investment Commentary – Q1 2016

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Key Numbers 2016 – Tax Reference Numbers at a Glance

Please follow the link below for a helpful tax reference guide with key figures and tax rates for 2016: Key Tax Numbers – 2016

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Estate Planning and Income Tax Basis

Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death. This, in turn, affects the amount of taxable gain subject to income tax …

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Key Estate Planning Documents

Please follow the link below for a helpful guide on the five estate planning documents you may need, regardless of your age, health, or wealth: Key Estate Planning Documents

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