As you get ready to toast the new year, consider these smart ways to wrap up 2022 on a financial high note. Not only can you save on your taxes, but you can also make a huge impact at Fenwick. Contribute appreciated stock instead of cash. If you...
Make a Plan That Reflects What Matters to You
If you have put off writing your will or deciding who gets your belongings when you’re gone, you are not alone. Face it, estate planning can seem like a chore. But—as with paying the bills or cleaning the house—it feels great when...
Think about how many places you have money saved. They may include: checking accounts, insurance policies and retirement plans. Now ask yourself: When I set up these accounts, did I remember to add a beneficiary? If so, did I tell that person?