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What’s the Skinny on Capital Gains?

Let's Talk About Behavioral Finance

“Recently we’ve seen some mutual fund companies spit out their capital gains projections for year end and I figured it would be a relevant time to discuss how capital gains affect a mutual fund share price,” says Ryan Glinn with W3 Wealth Management in Warren. In this installment of The Cautious Investor, ...

Let’s Talk About Behavioral Finance

Let's Talk About Behavioral Finance

“With the longest bull market in U.S. history, I think it’s a good time to talk about home bias and recency bias,” says Ryan Glinn with W3 Wealth Management in Warren. In this installment of The Cautious Investor,  Glinn discusses behavioral finance as it relates to human nature and the biases we...

Can a Part-time Job Negatively Affect My Financial Aid?

Jean DeAngelo

While this is a valid apprehension to have, most students have no reason to worry, says Jean DeAngelo, private client associate with W3 Wealth Management in Warren. “Dependent students can earn up to $6,570 without affecting their eligibility and most summer jobs won’t bring you that much money,” she says....

There’s No Place Like Home…Or Is There?

Retirement Planning

You have planned for a successful retirement, saved and invested to support a com-fortable lifestyle. But have you thought about where you would like to live? The place you choose can play a role in your retirement success. There are many elements to consider for a healthy and happy retirement: •  Engaging in a healthy lifestyle […]

You have planned for a successful retirement, saved and invested to support a com-fortable lifestyle. But have you thought about where you would like to live? The place you choose can play a role in your retirement success. There are many elements to consider for a healthy and happy retirement:...

Financial Tips for Medical Professionals

Jonathan Lapine W3 Wealth Management

Many medical professionals have stood by and watched their friends purchase cars or other luxuries while they’ve been financially shackled by the cost of medical school. “What this sometimes can lead to is a pent-up spending spree,” says Jonathan Lapine with W3 Wealth Management in Warren. In this installment of...

How Much Life Insurance Do I Need?

Ryan Glinn

Life insurance, like a lot of insurance is priced based on your age and your health at that time. “When you’re young and invincible you might not want to get life insurance but it actually might be the best time,” says Ryan Glinn with W3 Wealth Management in Warren. In this installment...

Travel and Vacation Planning

Something people commonly overlook when preparing for retirement is to plan for the amount of travel and vacationing they’ll be doing. In this installment of The Cautious Investor, Ryan Glinn of W3 Wealth Management in Warren, goes over some of the factors to consider, and how they can play into...

Retirement Age Anxiety: Answers for Financial Questions at Retirement

I’ve heard the following words countless times from our clients: “Saving was the easy part.” Not at all discounting the discipline it requires to deny yourself the instant gratification most people naturally crave, but it makes sense when you truly ponder it. Once you set your mind on saving, the decisions you make about how […]

I’ve heard the following words countless times from our clients: “Saving was the easy part.” Not at all discounting the discipline it requires to deny yourself the instant gratification most people naturally crave, but it makes sense when you truly ponder it. Once you set your mind on saving, the...

How to Choose Between a Traditional IRA or Roth IRA

A common question financial planners are asked is, "What's the difference between a Traditional IRA and a Roth IRA?" Followed by, "Which one is best for me?" In this installment of The Cautious Investor, Jean DeAngelo, private client associate with W3 Wealth Management in Warren, tells what the difference is...

How to Split Your Retirement Assets in a Divorce

Divorce is a very stressful period of time in someone's life and with divorce comes the splitting up of assets. In this installment of The Cautious Investor, Andrew Moyer, principal with W3 Wealth Management in Warren, discusses the ways you can split up your retirement assets without having to pay...