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Tax Repercussions in Student-Debt Relief


This post was written by Audrey Keohane, a Summer Intern here at Woodside Wealth.

General Electric Out, Walgreens In


This post was written by Audrey Keohane, a Summer Intern here at Woodside Wealth.

There have been some interesting changes made to the Dow Jones Industrial Average recently. Once the most valued company in the United States, General Electric is being dropped from the thirty companies that make up the index.

Why Not Cryptocurrencies?


This post was written by Audrey Keohane, a Summer Intern here at Woodside Wealth.

Is This The End of Long Term Care Insurance?

According to the American Association for Long-Term Care Insurance, more than eight million Americans have purchased insurance to protect them in the event that they need long-term health care in a nursing home, assisted living facility, or in their own home.

How the Tax Plan May Affect Grad Students


During this whirlwind time regarding taxes in the United States, there are many changes which, if enacted in the final version of the tax reform bill, could have a drastic effect on the personal finances of millions of Americans.

2018 Annual Gifting and Estate Exemptions


The IRS has recently announced some changes coming to the tax code in 2018. Among those changes are two updates to the annual gifting exemption and the estate tax exemption.

The annual gift exemption is the amount of money that any individual person can give to another person each year without reducing their lifetime gift exemption. In 2018, the annual exemption will go from $14,000 to $15,000.

It May Not Be Wise to Plan on a Late Retirement


If you ask most people these days what age retirement begins, you will likely get an answer of 65. However, that answer is an oversimplification of a large range of ages at which people actually retire. According to a recently completed Gallup poll, 23% of Americans are planning on retiring before age 62, 38% plan to retire between the ages of 62 and 67 and 31% are currently planning on retiring at age 68 or later.

Changes Coming To Your Medicare Card


Over the next two years, 60 million Americans will notice a change to their Medicare cards. The Centers for Medicare and Medicaid Services (CMS), the government agency responsible for the administration of the Medicare program, is mailing new cards to everyone currently receiving Medicare benefits.

Trades Now Settle 1 Day Faster


Back in March, the Securities and Exchange Commission decided to make a change to their settlement policy, known as T+3, which has been in place since 1995. Previously when an investor placed a trade for a stock, bond, municipal security, or exchange traded fund (ETF), they would not officially receive those securities until 3 business days after the trade was placed.

Be Aware of Hurricane Deductibles



In one of our previous blogs, we covered the topic of how most homeowner’s insurance policies do not cover damage from floods. This is because insurers deem floods a catastrophic event that would put the financial health of their firms in jeopardy, so they exclude losses caused by floods from their coverage.

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