Wealth Insights
Should You Put Your House in a Revocable Trust?
Should your home be titled in a revocable trust? Learn the potential benefits, important considerations, and how it may fit into your overall estate plan.
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wealth-insights
wealth insights
Wealth Insights
The Importance of Tax Planning
Thoughtful tax planning can help reduce surprises and improve outcomes. Explore key strategies for retirees, investors, and families.
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Wealth Insights
Preparing for Your Child’s Financial Adulthood: Key Estate Planning Moves
Turning 18 brings more than new freedoms — and new legal and privacy rules. Melissa Jacoby outlines key planning documents that can help in emergencies and everyday life.
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Wealth Insights
Asset Allocation Beyond Market Headlines
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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Wealth Insights
Long-Term Care Insurance Basics
Long term care planning matters more than many realize. GW&K’s Matt Shumaker answers key questions on costs, coverage, and timing.
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Wealth Insights
2025 Year-End Financial Planning Reminders
GW&K Wealth Strategist Melissa Jacoby shares strategies that can enhance tax efficiency and strengthen your long-term financial well-being.
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Wealth Insights
Diversification: A Reminder of the Bond Market’s Role
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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Wealth Insights
Considerations For 2025 And Future Tax Years
Plan smarter under the One Big Beautiful Bill Act: Melissa Jacoby shares new tax breaks and fresh strategies to protect your wealth.
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Wealth Insights
Navigating the Death of a Loved One
Losing a loved one can be an overwhelming experience. We’ve created the following checklist to serve as a helpful guide during a stressful time.
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