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age-related financial risks

Financial Wellness Month

Financial Wellness vs. Financial Literacy Did you know that January is Financial Wellness month? SEIA Senior Partner Tom West offers definitions of financial wellness and financial literacy and discusses the unique needs of individuals with assets like retirement accounts, homeownership, and brokerage accounts. What is Financial Wellness? …

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Think Ahead

Think Ahead

Howard Gleckman, Senior Fellow at The Urban Institute, and Tom West, Senior Partner at Signature Estate & Investment Advisors, presented online for Goodwin House at Home on August 31, 2021. This blog is based on Tom’s comments on good decision-making on all things financial and healthcare. Summary …

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