Skip to main content


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

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, 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. 

Wealthstream Advisors Named to 2020 Financial Times 300 Top Registered Investment Advisers

August 4, 2020 | By Wealthstream Advisors Press

Press Release:  From Wealthstream Advisors

Wealthstream Advisors, an independent boutique wealth management firm built on meaningful relationships with a select group of clients, announced today it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. 

Tax-Efficient Charitable Giving with QCDs

July 31, 2020 | By Joe Orff

Are you concerned about required minimum distributions (RMDs) bumping you into a higher tax bracket? If you’re among the charitably inclined, your donations could offset an RMD’s increase to your taxable income. 

Tips for Nurturing Parent-Child Relationships and Building Resilience

July 30, 2020 | By Michael Kimmel, CFP®

If you’re a parent of young children during this difficult period of quarantine, by now you’re all too familiar with the added challenges of parenting while navigating through this defining moment in history.

Charitable Remainder Trust Case Studies

July 30, 2020 | By Joe Orff

A Charitable Remainder Trust (CRT) is an irrevocable trust that provides income to beneficiaries until a specified time, after which the remainder of the assets in the trust are donated to a charity. Utilizing a Charitable Remainder Trust is a gifting strategy that has tax benefits and can accomplish both charitable and estate planning goals.

Checklist for Settling an Estate

July 30, 2020 | By Tracy Shar, CPA, CFP®

The level of complexity involved with the transfer of wealth or assets can vary greatly depending on the decedent’s assets, the establishment of an estate plan or Will, whether the decedent has dependents who need to be cared for, the location of their assets or property, and plenty of other factors.

Helping Your Children Start Planning for Retirement

July 30, 2020 | By Eric Siss, CFP®

Many parents support their teenage children in the traditional sense, by providing an allowance, chipping in on car payments, and so on. What most do not realize is that there is an extremely powerful option to help their children start thinking about investing and planning for their financial future.

Reasons to Appoint An Independent Corporate Trustee

July 30, 2020 | By Tracy Shar, CPA, CFP®

A trustee serves a very important role: to make sure that the grantor’s wishes are carried out in accordance with the trust provisions. There are advantages to appointing an independent corporate trustee over a family member or friend. Here are a few key benefits.