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Retiring as a Small Business Owner | 5 Key Steps

Retiring as a Small Business Owner | 5 Key Steps

Planning for retirement as a small business owner comes with its own set of challenges, and the earlier you begin preparing for the transition, the better.
Tax Strategies for Widows | What to Do When Your Spouse Dies

Tax Strategies for Widows | What to Do When Your Spouse Dies

Widows often face a significant drop in income after the loss of their spouse, and the IRS offers a few important tax breaks that can help mitigate the loss and improve financial stability moving forward.
How & When to File a Life Insurance Claim

How & When to File a Life Insurance Claim

Filing a life insurance claim is a relatively simple process and should be done as soon as possible after the loss of your loved one. Knowing the process is underway may lift some of the financial stress during this time and help you prepare to make decisions about the road ahead.
Top 3 Financial Considerations for Women Inheriting Wealth

Top 3 Financial Considerations for Women Inheriting Wealth

Whether you are facing the challenge of how to best manage a recent or upcoming inheritance or planning for the transfer of your wealth to the next generation, we are here to help. Allow our team of legacy planning experts to help you put together a plan today to protect those you love now and in the future.
Planning for Medical Costs in Retirement

Planning for Medical Costs in Retirement

Whether you're early on in your working career, approaching retirement, or already transitioning out of the workforce, it's important to be realistic about what you should expect to pay for medical costs in retirement.
Markets In A Minute: Upside of Down Markets | CWT Blog

Markets In A Minute: Upside of Down Markets

After finishing 2020 and 2021 with robust gains, the S&P 500 index is down -13.2% this year, through last week. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down -8.6% for the same period. That's the bad news. The good news is that down markets provide investors with opportunities that may over time enhance returns, reduce risk and provide tax advantages.
Money with Murphy – Stagflation | CWT Blog

Money with Murphy – Stagflation

As economic growth cools and inflation heats up, we are hearing more comparisons with the 1970s and 80s. Let’s talk stagflation and why today’s economy and market are different in this week’s Money with Murphy.
Markets In A Minute: Market Volatility | CWT Blog

Markets In A Minute: Market Volatility

Volatility may not be fun, but it is normal. The market regularly experiences declines. Despite those declines, the market has consistently rewarded those who can patiently see through the short-term volatility, much like the famed investor Charlie Munger and his long attention span. In volatile times such as these, we favor a back-to-basics approach.
Social Security Benefits: What to Do When Your Spouse Dies

Social Security Benefits: What to Do When Your Spouse Dies

Do you have questions about what you need to do to and the steps you need to take to claim social security benefits after your spouse dies?
US Stock Market Returns During War Time | CWT Blog

Russia and Ukraine Conflict Resources

We will be updating this page with additional Russia and Ukraine Conflict Resources as they become available. Please feel free to contact us with any questions.