FWM’s Wealth Management Series

Is your advisor a Fiduciary?

Michael Passante | FWM’s Wealth Management Series 05-14-2015

Michael Passante

In the investment world, there are two distinct types of parties who provide advice about investments and financial planning to both individual and institutional clients. These are known throughout the industry as investment advisors, who are required to act as…

Are Your Children Financially Literate?

Michael Passante | FWM’s Wealth Management Series 03-13-2015

Michael Passante

Financial literacy is a major issue confronting the world that has serious short and long term consequences. It’s really no fault of anyone individually, especially the average American. There is simply no collective body that provides educational information about finances…

Save on Taxes by Utilizing All the Deductions

Michael Passante | FWM’s Wealth Management Series 03-09-2015

Michael Passante

Tax season is always one of the more stressful times of the year. By now, you probably have some sort of inclination of how this tax season will go. You’ve either got your forms and supporting documents ready to go,…

Major Estate Planning Mistakes to Avoid

Michael Passante | FWM’s Wealth Management Series 02-13-2015

Michael Passante

Thinking about the inevitable – death – isn’t pleasant. In fact, it’s downright morbid. Perhaps that’s why so many people fail to plan for when the inevitable happens. In a previous article we highlighted some important basic elements to consider…

Setting up your Estate to Minimize Probate

Michael Passante | FWM’s Wealth Management Series 02-02-2015

Michael Passante

We’ve recently been introducing a number of important estate planning tips to help reduce stress and the total monetary burden of an incorrectly structured estate. Another way to lessen any burden on your heirs is to set up your estate…

Things to think about when choosing a financial advisor

Michael Passante | FWM’s Wealth Management Series 01-28-2015

Michael Passante

Choosing a financial advisor to assist you in managing your money and helping you meet your long term financial goals could be one of the most important hiring decisions you’ll ever make. It isn’t an impossible choice, as you’ll never…

Major Retirement Planning Mistakes

Michael Passante | FWM’s Wealth Management Series 01-20-2015

Michael Passante

So far many of the topics we have touched upon are the things you should be doing or considering on an ongoing basis, in order to prepare for retirement or how to handle finances when you are retired. There are…

Classic Investing Mistakes

Michael Passante | FWM’s Wealth Management Series 01-12-2015

Michael Passante

Year after year, in both bull and bear markets, investors make some all too common blunders. They have been written about, talked about, and critiqued at some length, yet they are still made year after year. Most of them can…