Author Archives: Naomi Wolowitz

In this episode, the relatable finance guys discuss what the media means when they say rising interest rates and how this affects investors, borrowers and basically everyone. We also dive into how this has recently affected certain areas of the stock market.

Your income-tax liabilities for a particular year generally are set by the time the clock strikes midnight on December 31. However, there are some last-minute moves you can make in the New Year to reduce your tax bill before the individual income tax filing and payment deadlines in April. Max Out Retirement Savings Opportunities You […]

This episode discusses some of the recent market volatility to start the year, and a recent market commentary letter from influential investor Jeremy Grantham.

Trusts can play a critical role in helping individuals protect their wealth and ensure the efficient and private transfer of assets to beneficiaries after their passing. However, because the depth and breadth of different trust instruments are so vast, individuals must carefully structure their trusts to meet their unique needs and goals. A trust is […]

In this episode, we discuss some background on a long history of tensions between the two countries and some commentary on market and economic implications.

LAUDERDALE, FL – February 24, 2022 – PWA Director and RJFS Financial Advisor Sean Deviney, CFP®, was recently appointed to the board of the Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. In this role, he will work with board members to provide philanthropic support that helps to ensure safe, quality and cost-effective […]

In this episode, we discuss the various elements to the return you receive on investments including income, taxation and some of the different types of accounts you can invest through.

One of the most critical yet often forgotten steps in estate planning is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may fail […]

The pandemic and ensuing “Great Resignation” are accelerating an already concerning rate of leakage from employers’ 401(k) plans, negatively impacting both employers’ costs and plan participants’ retirement readiness. In this environment, it is especially critical for businesses to educate employees about the rules for early withdrawals and separations from service and the options available to […]

Engaging in estate planning is the best way to ensure your assets pass to your intended beneficiaries after death. The more detailed and specific language you use to draft your will, the better the chances that your wishes will be followed. However, consider what would happen if you drew up your will today, listing all […]