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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...

The Perspective a Certified Financial Planner Can Bring

If you ask someone what he does for a living and he says he’s a dentist, there isn’t a follow up question to that. People know what dentists do: they clean teeth, fill cavities, perform root canals and remind you to floss to no avail. The same clarity does not exist for the financial planning […]

If you ask someone what he does for a living and he says he’s a dentist, there isn’t a follow up question to that. People know what dentists do: they clean teeth, fill cavities, perform root canals and remind you to floss to no avail. The same clarity does not...

Take Full Advantage of the Tax Code

As tax season is in full swing, now may not be a bad time to evaluate your non-qualified or after-tax investment accounts. In this installment of The Cautious Investor, Jonathan Lapine with W3 Wealth Management in Warren, gives tips on how to ensure you're taking full advantage of the tax...

The Cost of Timing the Market

Markets in 2018 were volatile with a rising interest rate environment, a trade war and issues with Brexit to name a few. "In these times of volatility it can be natural for folks to want to attempt to time the market," says Ryan Glinn with W3 Wealth Management in Warren....