Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. Help us welcome our newest WAG Team member Amanda Fazio, Front Desk Operations Associate, explore a proposed piece of legislation called the SECURE Act and learn about a new software we’ve employed to help our clients with Medicare decisions.

In this edition:

WAG on the Move:

Alex Budzon at the Fidelity Clearing and Custody Solution’s Inside Track Conference
Welcome Amanda Fazio to the WAG Team!

Tax and Legislation:

2019 529 Contributions
Retirement Might Get Easier- Setting Every Community Up for Retirement Enhancement (SECURE) Act

Financial Planning:

Financial Planning with the help of Technology– i65

WAG Team Member Spotlight:

Mark VanderHagen- Experiencing all that Italy has to offer!

Click here to read the entire newsletter.

Please turn your phone.

Start your Journey

Preview our portal

Are you on track?