Skip to main content

How to Define Success for Yourself: Personalizing Your Path to Fulfillment

May 20, 2024 | By Tim Daly, CPA, CFP®

It all started with a dream. You strive to have a successful life. So you go to college, work hard, find a job, get promoted, and get promoted again. You’ve made it! But where have you gone? 

Cyber Security Awareness Month: Tips for Protection

October 7, 2022 | By Aaron Tawil, CFP® and James Perriello, CFP®

October is cyber security awareness month. Here at Wealthstream, we take security seriously and discuss it often as a team. We would like to take this opportunity to help educate our clients on the steps that you can take to help mitigate the risk of being a victim of a cyber-attack.

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.

Offered a Buyout? Considerations to Make a Confident Decision

July 12, 2019 | By Brenna McLoughlin, CFP®

Employees of large corporations may some day be faced with a major decision to make: whether or not to take a buyout offer, voluntarily terminating employment for some sort of financial incentive.  An offer of a certain number of weeks or months of severance pay can be very attractive, and may be the right choice, though certainly not an easy one. Here are some considerations for employees to make an informed decision.