Blog

By Nadine Sadeghi and Alexandra Devereaux

As part of our Fidelity summit training, we would like to remind our clients of the importance of securing their confidential financial data, something that is of utmost importance to all of us at WWA.

By Todd Youngdahl, CFP®

Retirement planning is far from simple. While that may seem like a blatant understatement, it’s especially true when you start looking at all your options and try to determine what is right for you. Each of your many options has pros and cons, unique opportunities, and various fees. While you know you need to invest, it can be challenging to decide what the best choice is for you and your unique situation.

Today, we’re focusing on the Roth and the opportunities it can provide to investors.

By Ann Blakey, MBA, RP® 

May 29th is National 529 College Savings Plan Day – and while we aren’t sending each other Hallmark cards for this holiday (yet!), it is a good reminder to stop and think about your family’s college savings strategy.   

By Maura C. Schauss, CFP®

By Todd Youngdahl, CFP®

By Todd Youngdahl, CFP®

Have you wondered how Social Security will affect your overall financial plan? Although the federal government created Social Security during the Great Depression as a retirement safety net, benefits now cover an estimated 96% of Americans, which is why it’s important to understand the basics of the program and devise strategies to tie your benefits into your retirement plan.

Do you ever wish your financial life could be more streamlined and organized? There are so many pieces of the financial pie that things can get complicated, or, even worse, fall through the cracks. Creating customized investment and wealth management solutions requires a significant amount of coordination.

By Maura C. Schauss, CFP

By Maura C. Schauss, CFP

The day you become a parent is a day of overwhelming emotions. Joy at the sight of your precious child, relief that he or she made it out of the womb, and for many, fear and anxiety because you somehow have to turn that seven-pound little human into a happy and successful adult.