Planning advice and strategies
Your financial wellness and knowledge is just as important to us as your investments. We've put together a collection of resources to help empower you in pursing your goals and objects. Come here often for the latest resources.
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Webster Investments research
Weekly Market Commentary
April 17, 2023
A closer look at commercial real estate
Market Signals Podcast
April 18, 2023
Next shoe to drop?
LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.
Secure Act 2.0
Top 10 provisions in SECURE 2.0
Getting ready for the upcoming tax season
Tax season is approaching and being prepared is the best way to make this tax season your easiest yet.
Create the plan you need today for the life you want tomorrow
Your investment plan is a blueprint for your financial future. Let us build you a customized plan to help you pursue your financial goals.
LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there may be more challenges to come, but progress toward finding balance is well underway. And when those disruptions hit the market, it can be hard to find our footing and stay the course. Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals.
From Webster Investments Blog
How much can you contribute to a Traditional IRA for 2022?
Good news for retirement savers: The maximum amount that can be contributed to a traditional IRA remains the same as it was last year. In fact, the last time the limit was increased by $500 was in 2019 and that was the first increase for the IRA…
Building a strong financial foundation
Today, many people are concerned about saving for retirement or paying for a large ticket item, such as a child’s college education. If you belong to this group, now may be the time to organize your finances. It is never too early to begin, and the…
Tax prep checklist: everything you need to be ready for tax season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you…
Construction and homebuilders
LPL Fixed Income Strategist Lawrence Gillum explains why cash is a viable asset class again, but why investors need to be aware of the risks.
Tracking #: # 1-05367316
3 questions to ask yourself before you claim social security
Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits of your labor. One of the things that you may need to consider is when it is time to begin…
Strategies using life insurance
Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals: retiring comfortably, paying for your child's…
529 Plans: the ins and outs of contributions and withdrawals
529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.…
Investing in your 60s and beyond
Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in…
Small business owners: are you retirement ready (or not)?
Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or intimidating. Ancient…