Weddings are among life’s most joyful milestones, and often some of the most financially significant. As invitations start rolling in and plans take shape, we find that many couples (and their [...]

For many of us, college was a transformative chapter filled with learning, growth, and the beginnings of lasting friendships. It’s also where career paths begin to take shape, making it one of [...]

“The greatest wealth is health” is a timeless insight often attributed to the Roman poet, Virgil. Prioritizing a healthy lifestyle, including preventive medical care, not only [...]

Uncertainty around economic policy has become a defining feature of recent economic and financial market news. This heightened period of ambiguity has been extreme and is affecting financial [...]

More than 3 million children in the U.S. live with disabilities.* If you have a loved one with special needs, you have likely asked yourself, Who will care for them when I no longer can? How can [...]

BOSTON (May 1, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is pleased to [...]

We revised this note repeatedly, only to have each version overtaken by new developments. As of April 11, 2025, this represents our latest commentary on tariff announcements; anything introduced [...]

Despite significant progress in closing the gender pay gap, women have not yet achieved full equality. This year, Equal Pay Day falls on March 25th, signifying how far into the new year women [...]

In their 1966 hit album, Revolver, the Beatles cautioned that the “Taxman” tries to take it all. We may not sing as well as the Beatles, but if you don’t want to pay more taxes than you need to, [...]

On January 5, 2025, the Social Security Fairness Act (Act) was signed into law. The Act eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which negatively [...]