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Ten things you must know about Medicare

Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To help you wade…

Webster Investments Insights

Identify your personal retirement goals

Ask yourself, "What will my golden years hold for me?" Is the answer a comfortable home near a golf course? Free time to spend with your grandchildren? Or even a cross-country journey or trip around the world?

Whatever your answer may be, the…

Webster Investments Insights

One tax shift most people miss in retirement

See if you can spot the flaw in this couple's plan:

A husband and wife are retiring next month at age 62, with an equal amount saved in retirement and non-retirement accounts (let's call it $500,000 each).

Like most, over their…

Webster Investments Insights

End of year planning: set goals and reduce taxes

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating the…

Webster Investments Insights

Year-end tax planning

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This…

Webster Investments Insights

What should women entrepreneurs do to thrive in the COVID era?

With COVID rocking the employment landscape for job-seekers, some women have taken this opportunity to reinvent themselves and take charge of their own financial futures by launching a business. Entrepreneurship is one of the most consistent paths to…