Webster Investment Planning Advice & Strategies

Find the latest resource to help you pursue your financial goals with the Webster Investments team.

 


 

The Sandwich Generation: Juggling Family Responsibilities

A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans[...]

 

A Business “Will” can Go a Long Way

A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans[...]

 

Naming Beneficiaries: What You Need to Know

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That's important because it means that there's a greater chance[...]

 

Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That's important because it means that there's a greater chance[...]

 

Women, Money, and Today's Retirement

Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures.[...]

 

Six Tips for Wealth & Sanity

Investing can be stressful, but it doesn’t have to be. If you have a portfolio that was built for you and use the help of a financial advisor, you shouldn’t be too worried about volatility and financial news.[...]

 

10 Tips for Your $ Future

However much you make or save now doesn’t promise you a bright financial future. Life is unpredictable.[...]

 

Women, Wealth, and Legacy Planning

Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their families.[...]

 

A Look at College Savings Options

As time goes by, planning for a child’s college education is more challenging than ever before. The saving or investing method you choose will depend on your child’s age, as well as your financial resources.[...]

 

When Should You Collect Social Security?

A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past recession.[...]

 

Annuity Options: Choices Abound for Today's Retiree

baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance.[...]

 

Buying Life Insurance: What Kind and How Much?

Conventional wisdom says that life insurance is sold, not purchased. In other words, some people are reluctant to discuss the importance of owning life insurance, and others are simply unaware of the need to have life insurance[...]

 

The Basics of Long-Term Care Insurance

Thinking about the need and the costs of long-term care is enough to make anyone uncomfortable. But while it's a difficult subject to talk about, it's also a topic that often generates lots of questions and misunderstanding[...]

 

How - and When - Do I Sign Up for Medicare?

In most instances, you become eligible for Medicare on the first day of the month you turn age 65. Whether you need to sign up, and how to go about doing so[...]

 

Life Insurance: Is It Missing From Your Plan?

Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members in the event of your untimely death[...]

 

Investment planning in 2019: Does the bull still have legs?

Investors have enjoyed an historic bull market with record highs. But are we near the end of the run? At Webster, we see the current market as less of a bull and more of a plough horse: steadily moving forward, one step at a time, determined to make progress[...]

 

5 Big Problems to Solve Before You Retire

It seems, sometimes, as though financial professionals come in only two flavors. There are those who promise everything is going to be fine [...]

 

Avoid These Financial Traps -- They May Be Hazardous to Your Wealth

Money. It's hard to get and easy to lose. It doesn't take long for the wealth you've accumulated to disappear if you don't manage your money well [...]

 

Marriage and Money: Finding a Happy Balance

Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax [...]

 

Women: Make a Financial Plan -- the Secret of Your Success

Financial planning is more than just a good idea. Research has consistently shown that people who have financial plans -- and who work with financial advisors[...]

 

Seven Steps to Your Financial Future

Sometimes, even highly-compensated individuals may find it difficult to achieve long-term success when it comes to managing their personal finances. Although they may attain a comfortable level of income [...]

 

Retiring? Take Control of Your Assets

After years of saving and investing, you can finally see the big day -- retirement. But before kicking back, you still need to address a few matters. [...]

 

Longevity Risk and Retirement Income

How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money for a comfortable retirement or just scrape by. [...]

 

9 Facts About Retirement

Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so.*[...]

 

Estate Planning Checklist

One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to undertake. Two key components of your initial needs evaluation are an estate analysis and a settlement cost analysis.[...]

 

Dreaming of Owning A Second Home

Summer is here and with it are fanciful dreams of owning a second, seasonal home. Maybe it’s a beachside bungalow or a mountain cabin or a lakefront cottage with a front porch and a sweeping view of the sunlight on the water.[...]

 

Why Women Need to Save More Than Men

Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer.[...]

 

Six Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully [...]

 

Five Strategies for Tax Efficient Investing

As just about every investor knows, it's not what your investments earn, but what they earn after taxes that counts. After factoring in federal income and capital gains taxes[...]

 

Manage Risk in Your Portfolio

To most people, "risk" evokes negative images -- driving faster than the speed limit, placing bets on "a long shot," or traveling alone to unfamiliar places.Mention risk in terms of investing and people might think about losing their life's savings. [...]

 

Webster- Retirement Plans For Small Business

Retirement Plans for Small Businesses

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed a deduction for contributions you make to an employer-sponsored retirement plan [...]

 

Planning the Withdrawal of Your Retirement Assets

You've worked long and hard to accumulate the assets that you are using to help finance your retirement. Now, it's time to start drawing down those assets. [...]

 

12 Strategies to Generate Income in Retirement

When it comes to saving for retirement, maybe you've done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as cashing out your retirement plan.[...]

 

529 Savings Plans

529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition.[...]

 

Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? [...]

 

Paying for Graduate School

Maybe you've decided that graduate school is the path to advancement in your current job or your ticket to a better career. Or maybe you just want to take a few classes to upgrade your skills. [...]

 

Retirement expectations vs reality

Just as few weathercasters can accurately forecast a month’s worth of temperatures and storms, many retirees find their futures unfolding differently than they assumed. Your assumptions may be tested as well.[...]

 

Are You Financially Fit?

If you don't have a financial plan, that question may be hard to answer. To achieve financial wellness, you need to define your goals and set a time frame for reaching them. The following steps can help you take control of your finances[...]

 

Smart Financial Moves in Your 40s and 50s

Today, retirement may seem nearer to you than it once did. The following moves might be worth making—and soon. [...]

 

How Well Do You Know Your 401(k)?

The old saying "knowledge is power" applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers [...]

 

Too Young to Think About Investing? Think Again!

Dr. Seuss's whimsical take on life has been delighting children of all ages for generations. His simple, but powerful words continue to resonate today [...]

 

3 Better Investments Than Powerball

The odds of winning the lottery are astronomically long. Yet, the allure of pocketing hundreds of millions of dollars can tempt even the staunchest penny pincher [...]

 

Investing for Your Later Years? Think Asset Preservation but Don't Forget Growth

After years of investing for retirement and other goals, you may have accumulated a substantial portfolio. If you're approaching or already enjoying retirement, there are important steps that you can take to help ensure that your investment plan [...]

 

Investment Planning: The Basics

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started [...]

 

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