How to Donate Stock to Charity
If charitable giving is important to you, learn how you can donate shares of stock to charity in five straightforward steps
wealth management
Five Tips to Start Building Generational Wealth for Your Family
If you want to start a financial legacy to pass on to your children and grandchildren, use these six tips to start building generational wealth that will provide for your loved ones for years to come.
The Disadvantages of DIY Financial Planning
DIY financial planning can seem appealing but working with a financial advisor can save you time and provide peace of mind that you’re not making missteps.
Millennials with High Salaries Should Consider These Financial Moves
Check out these smart financial moves for high earners and advice on money management and financial planning for Millennials with high salaries.
Money Moves to Make in a Down Market
These tips can help you make sure your hard-earned money is protected when the market declines.
Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren
A college education does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it important for families to plan ahead in order to fund educational expenses. At Wade Financial Advisory, Inc. (WFA), we routinely discuss the benefits of establishing an Education Savings Plan …
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What You Should Know About Certified Financial Planners
Certified Financial Planners™ (CFP®) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners™ are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her …
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