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Couples & Money

  • Business Succesion Planning

    • December 27th, 2016
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    By Brian Macmillan  Managing Director  Mergers and Acquisitions When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during… Read More

  • Tax Planning For the Self-Employed

    • December 27th, 2016
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    Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take… Read More

  • Exchange-Traded Funds: Do They Belong in Your Portfolio

    • December 27th, 2016
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    by Joseph Caputo  Chief Information Officer & Associate Portfolio Manager Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiency and relatively low cost have attracted investors who like… Read More

  • Caring for Your Aging Parents

    • December 27th, 2016
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    By Chris Kelly CPA, CFP®, M. ACCY   Financial Advisor and Portfolio Manager Caring for your aging parents is something you hope you can handle when the timecomes, but it’s the last thing you want tothink about. Whether the time… Read More

  • Why Use a Professional Trustee?

    • December 27th, 2016
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    by Joseph Manfredi MBA  Chief Operating Officer / Senior Portfolio Manager You use bwfa for professional financial planning, investment management, and or tax services- Why not include professional trust services to your important financial advisory services? When would you consider… Read More

  • Planning For Retirement

    • December 27th, 2016
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    Thad Ismart  CFP©  Senior Financial Planner If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a… Read More

  • Ancestry DNA

    • December 27th, 2016
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    by Robert G.Carpenter  President & CEO For my 50th birthday, my wife gave me an Ancestry DNA test. I had a general knowledge of the more recent branches of my family tree, but was always curious about discovering more. My… Read More

  • Will vs. Trust: Is One Better Than the Other?

    • December 27th, 2016
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    By Robert G. Carpenter   President & CEO When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents… Read More

  • Should You Pay Off Your Mortgage or Invest?

    • September 28th, 2016
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    By Chris Kelly | CPA, CFP®, M. ACCY | Financial Advisor and Portfolio Manager Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the… Read More

  • Housing Options for Older Individuals

    • September 28th, 2016
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    By Joesph Manfredi | MBA Chief Operating Office, Senior Portfolio Manager As clients at BWFA enter retirement years, they begin to contemplate how their housing needs may change. Maybe you’ll get tired of doing yard work. You might want to retire… Read More

  • Top 10 Tax Strategies

    • March 31st, 2016
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    Filing your tax return is a once-a-year event, but there are things you can do throughout the year to help reduce your tax burden and protect your assets. BOOST YOU RETIREMENT SAVINGS One of the best ways to lower your… Read More

  • Live Long and Prosper

    • March 31st, 2016
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    By: Joseph Manfredi, MBA | Chief Operating Officer / Senior Portfolio Manager Living longer is a goal for many people, but living well as you age should be equally important. After all, what is the point of living until you are 100 if you cannot enjoy those… Read More

  • Planning for Digital Assets

    • February 3rd, 2015
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    By:  Thad Ismart, CFP ® | Financial Planner Many of us do much of our communicating and shopping online. Our email and social media accounts, along with many of the things  that  we  purchase—songs, books, movies—exist only in electronic form, often… Read More

  • Being Prepared: The Best Kept Secret To Low-Stress Tax Return Filing

    • February 3rd, 2015
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    By:  Benjamin Dorsey,CPA, CFP®, CDFA™, MST | Director of Tax Services “In this world nothing can be said to be certain, except death and taxes” — famous words from Benjamin Franklin that have stood the test of time (and likely… Read More

  • “De-coupling” Risk from Your Marriage and Your Investments

    • July 1st, 2008
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    We know that the stock market drops sometimes, but it has been very kind to investors who can stay the course for the long-term. The question is: How much short-term fluctuation is comfortable for you? I’ll bet your answer is… Read More

  • Making the Retirement Transition Work for You—and Your Spouse

    • July 1st, 2008
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    Many of us found out that the way our parents raised their families wasn’t an appropriate blueprint for how we raised ours. So why should we expect that our retirement will look like our parents’ retirement? Times have changed, and… Read More