Skip to main content

 

Wealthstream Advisors recognized as a Best Place to Work for Financial Advisors by InvestmentNews for 2021 and 2022

Cybersecurity 101: How to Protect Your Identity and Data

June 23, 2021 | By Aaron Tawil, CFP®

In today's ever-evolving world, cyber fraud has become one of the greatest threats we face. When it comes to protecting yourself against cyber fraud, there are several elements to consider.

Let’s begin with identity theft.

Estate Planning in a Low Interest Rate Environment

April 16, 2021 | By Katharine George, CFP®

Interest rates are at historically low levels, which means right now is an opportune time for you to use certain estate planning strategies. If you have a large estate, you can take advantage of the current low interest rate environment to shrink your future estate-tax liabilities.

Wealthstream Advisors, Inc. Named Among 2021 Best Places to Work for Financial Advisers by InvestmentNews

April 13, 2021 | By Wealthstream Advisors Press

Press Release – New York, March 2021 Wealthstream Advisors, Inc. (“Wealthstream”) an independent boutique wealth management firm announced it has been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.

Protecting Your Assets From Divorce, Before and After Tying the Knot

March 29, 2021 | By Michael Kimmel, CFP®

Marriage is more than just a romantic relationship—it’s also a financial partnership. If you’re planning on getting married, you and your future spouse are probably focused on planning your wedding and honeymoon. But planning for your future financial life—and for what happens if your marriage doesn’t last forever—is just as important.

Fiduciaries, Broker-Dealers, and Regulation BI

February 24, 2021 | By Katharine George, CFP®

Your relationship with your financial advisor should be grounded in trust, competence, and mutual interest. As an investor, your expectations are that your wealth management firm offers the sort of guidance that delivers you the best possible outcome—even if that outcome means they receive fewer commissions or fees.

5 Things Investors Transitioning Into Retirement Cannot Afford to Overlook

November 18, 2020 | By Matthew Gordon, CFP®, RLP®

As you plan for retirement, it’s important to take time to consider the lifestyle you want and the financial resources you’ll need to support it. This Insight will cover the following 5 strategies for transitioning into this significant life stage, and ensuring it provides you and your loved ones the relaxation and fulfillment you deserve.

10 Keys to Staying Financially Level-Headed in 2020

November 12, 2020 | By Michael Goodman, CPA/PFS, CFP®

Last month, we were joined by our friend and guest, CBS News Business Analyst Jill Schlesinger, for a webinar focused on your questions about the pandemic and what it means for your financial plans going forward. We covered everything from financial news and the stock market to college tuition and the upcoming presidential election. If you missed the webinar, here are 10 takeaways: 

4 Tips for Estate Planning in Uncertain Times

October 30, 2020 | By Brant Cavagnaro, CFA®, CFP®

Are you fearful about your finances during this time? COVID-19 and other current events have created financial uncertainty. While you might focus mainly on your investment portfolio, don’t forget about estate planning 101 tools like trusts, wills, power of attorneys (POAs), and advance directives.

What the SECURE Act Means For Your Retirement

October 21, 2020 | By Tracy Shar, CPA, CFP®

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act). The COVID-19 pandemic has brought our attention to many other pressing issues that affect our lives including more recent legislation called the CARES Act. 

Social Security Retirement Benefits: How and When Should You File?

September 16, 2020 | By Eric Siss, CFP® and Matt Gordon, CFP®, RLP®

The decision on when to file for retirement benefits warrants careful consideration.
According to SSA.gov, the maximum monthly Social Security retirement benefit that an individual can receive per month in 2020 is $3,790 for someone who files at age 70. For someone at full retirement age, the maximum amount is $3,011, and for someone aged 62, the maximum amount is $2,265.