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Webster Investments Insights

Show loved ones you care this Valentine's Day with an updated estate plan

Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by…

Webster Investments Insights

What to know about the SECURE Act 2.0

With the signing of the Omnibus Appropriations package into law, both employees and employers can take advantage of more than 90 new provisions aimed at creating opportunities to create or modify workplace retirement plans and strategies. What to know…

Webster Investments Insights

A retirement countdown checklist: 5 steps to consider before retirement

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health…

Webster Investments Insights

Identity theft and your taxes

Identity theft is one of the fastest-growing crimes in the United States. According to Consumer Affairs, in a 2022 study, each year, seven to ten percent of the U.S. population are victims of identity fraud, and 21 percent of those are repeat victimsi…

Webster Investments Insights

Worried about your financial health? It may be time for a checkup

When was the last time you gave yourself a financial checkup? As the saying goes, there’s no time like the present. This is especially true when it comes to reviewing the current state of your finances and figuring out what you need to do to get – or…

Webster Investments Insights

Your financial fresh start: 12 resolutions in 12 months

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal…