MWM Articles

Click on any of the links below to read articles written by Tom McDavitt, AIF^®.
 

What Estate Planning Documents Do You Need? 

How to Find Old Retirement Plan Accounts 

How Grandparents Can Help With the Cost of College 

Did You Know That Choosing The Right Strategy For Taking Social Security Retirement Benefits Could Put an Extra $50,000 in Your Pocket? 

Reverse Mortgages: Pros and Cons 

Do Your Parents Need Long Term Care Insurance? 

Is Converting Your Traditional IRA to a Roth a Good Idea?