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
By Susan Horne MST Tax Associate 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… Read More
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
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
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
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
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
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
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
By: Thad Ismart | CFP® Senior Financial Planner When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you… Read More
