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, …
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 …
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 …
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
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 …
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
Elliot Herman Cited in CollegeInvestor.com Article: “Where to Invest in 2016”
Please follow the link below to see PRW Partner & Chief Investment Officer Elliot Herman’s recent citation on CollegeInvestor.com: Where to Invest in 2016
Investment Commentary – Q4 2015
PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter. Click below to download the PDF for 4th Quarter 2015: Q4 2015 Investment Commentary
The Fed Rate Hike: What Does It Mean?
On Wednesday, December 16, 2015, the Federal Reserve raised the federal funds target rate, the interest rate at which banks lend funds to each other (typically overnight) within the Federal Reserve System. The following article provides some pertinent details: Fed Rate Hike: What Does It Mean?
Investment Commentary – Q1 2016
Posted Apr 20 2016 by PRW Wealth Management, LLC
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
Read More