WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Gabriel Burczyk

CEO

Recent Posts

What Will the Final Tax Legislation Look Like?

Posted by Gabriel Burczyk | CEO

December 11, 2017

The Senate and the House have passed their own versions of tax reform, but the work of making tax reform law is far from over. From here – and perhaps over the next few weeks – a conference committee of House and Senate Republicans will convene to try and iron out the differences between the two bills. This reconciliation process is no layup, but conference committee proceedings also rarely fail. The bigger question at hand may not be if Republicans can get tax reform done. But rather: can Republicans have a bill on the president’s desk by Christmas? Time will tell.

As the debate rolls on in Congress, we thought it’d be a good opportunity to look at some of the key features of the bills – what they have in common, and where the biggest differences lie. 

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Taxes Tax Planning

The Retirement Question Advisors Forget to Ask

November 29, 2017
Investor education materials focused on retirement planning tend to try and answer the essential questions: how do you get yourself ... [+] Read More

How Do You Know it’s Time to Hire a Wealth Manager?

October 4, 2017
For some investors, hiring a wealth manager is a no-brainer. Whether it’s because finance and investing was not your chosen profession, or ... [+] Read More

What If You Have to Retire Earlier Than Expected?

August 23, 2017
Life is full of detours and unknowns, and in many cases retirement planning is too. Sometimes people are forced to change jobs, to give ... [+] Read More

12 Ways to Define the Investment Goals that Matter to You

July 13, 2017
Being a prudent saver and a savvy investor can help you accumulate the assets you need for retirement. In some cases, that can mean a ... [+] Read More

When it Comes to Retirement Planning, What’s the Difference Between Needs and Wants?

June 14, 2017
Retirement planning involves more than just saving money in a 401(k) or putting away cash in IRAs here and there. An investor has to ... [+] Read More

The 4-Step Action Plan if You’re Worried About Your Investment Portfolio

May 31, 2017
It is an interesting time in the United States’ sociopolitical sphere, to say the least. But lucky for you, this article isn’t about ... [+] Read More

When the Stock Market Gets Volatile, Smart Investors Do This

May 10, 2017
There’s a popular saying that people often use to characterize or describe human behavior: “we are our own worst enemies.” This phrase ... [+] Read More

The Retirement Dilemma for High Income Earners

March 28, 2017
High income earners often find themselves in a bit of a quandary when it comes to retirement planning. Individuals making over $132,000 and ... [+] Read More

Savings Checkpoint! How to Know if You’re Saving Enough

March 15, 2017
Retirement and financial planning can essentially be broken down into three phases:  Saving Investment Distribution (Retirement Income)  ... [+] Read More