Weston Banks Wealth Partners

May is Disability Insurance Awareness Month

Posted by Weston Banks Wealth Partners on May 22, 2017 2:44:44 PM

Do you really want to live without this coverage? If you forgo it, you may pay a high price.

Disability insurance is an important insurance coverage that most people lack. Many people think of it as optional – when they think of it at all.

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Topics: General, Retirement

National Financial Literacy Month

Posted by Jason Steele on Apr 26, 2017 2:25:49 PM

Did you know that April is National Financial Literacy Month?

What started out as a financial-literacy awareness day more than a decade ago is now a month-long campaign that has been recognized by Congress every year since 2004. The program is designed to highlight the importance of financial literacy and teach people of all ages how to manage their money wisely.[i] And, according to recent surveys, Americans have a lot of room to improve in their financial knowledge.

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Topics: General

On Wealth Newsletter - Spring 2017

Posted by Ellen Bosserman on Apr 7, 2017 12:24:03 PM

“Together for Significance” is the tagline of our company and our motivation for the ways we try to serve our clients and greater community. With that in mind, our seasonal newsletters are intended as a fun, educational, and motivational resource for you.

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Topics: Retirement, Education

Simple Tips for Ramping up your Retirement Savings

Posted by Weston Banks Wealth Partners on Mar 22, 2017 8:54:00 AM

No matter where you are in your life, saving for retirement is likely one of your most important financial goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your savings.

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Topics: Retirement

Discover the 403(b)

Posted by Weston Banks Wealth Partners on Mar 8, 2017 3:13:47 PM

 

This retirement plan allows teachers & employees of non-profits to invest for their futures.

Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and invest for retirement in the same way – a 403(b).

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Topics: Retirement

Tax Filing Errors to Avoid

Posted by Weston Banks Wealth Partners on Feb 14, 2017 1:19:00 PM

The dawn of 2017 brings opportunities to create new resolutions or plans for the next 12 months — and also marks the beginning of tax season. While tax day on April 18th can seem far off, this year’s deadline will be here before you know it.

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Topics: Retirement, Current Events

On Wealth Newsletter - Winter 2017

Posted by Ellen Bosserman on Jan 24, 2017 10:40:19 AM

“Together for Significance” is the tagline of our company and our motivation for the ways we try to serve our clients and greater community. With that in mind, our seasonal newsletters are intended as a fun, educational, and motivational resource for you.

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Topics: Retirement, Education

The Cross-Purchase Buy-Sell Agreement

Posted by Jason Steele on Jan 12, 2017 12:09:00 PM

A plan for sustaining the business you have built after your death.

Business owners are builders. They spend their lives building firms to provide goods and services to their clients, and those firms provide them with a living. But nothing can tear down that lifetime of work faster than the death of a business owner, or the death of a business partner. Often, much of the value of a business dies with the owner.

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Topics: Retirement

17 Financial Resolutions for 2017

Posted by Weston Banks Wealth Partners on Dec 27, 2016 10:35:00 AM

As the end of 2016 approaches, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves.[i] And it’s no wonder why: While New Year’s resolutions can be hard to keep, they may also make you more than 10 times more likely to achieve your goals than if you hadn’t made a resolution at all.[ii]

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Topics: Retirement, Current Events

End of the Year Money Moves

Posted by Weston Banks Wealth Partners on Nov 23, 2016 10:14:00 AM

Here are some things you might want to do before saying goodbye to 2016

What has changed for you in 2016? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2017 begins.

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Topics: Current Events