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Couples & Money

  • Business Succesion Planning

    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

    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

    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

    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?

    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

    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

    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?

    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?

    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

    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