With the holiday season comes many gatherings around the table, time to unwind, and an opportunity to reflect. How did we spend our time and money this past year? Are we happy with it? What do we want to change moving forward? At the end of the day, the heart of financial planning is about […]
Lexington, MA – October 2, 2025 – Wingate Wealth Advisors, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 for 2025. This marks the fourth consecutive year that Wingate Wealth Advisors has made the Financial Advisor 100 which, according to CNBC, “recognizes those advisory firms […]
Whether you’ve primarily managed your own investments or you’re looking to make a change within your existing team of financial professionals, there are a few important factors that impact which financial advisor is right for you. Finding the right person to bring into your financial world can have a profound and lasting impact on your […]
Lexington, MA – December 3, 2024 – Wingate Wealth Advisors LLC, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 for 2024. This marks the third consecutive year that Wingate Wealth Advisors has made the Financial Advisor 100 which, according to CNBC, “recognizes those advisory […]
To say this election season is unusual may be an understatement. In just a few short weeks, Americans witnessed an assassination attempt on one candidate and an unprecedented drop-out from the other—all with less than 130 days left in the race. As both sides continue to rally and regroup in light of these historic events, […]
Just as recent advancements in technology have made our lives easier, they’ve also made our sensitive data more vulnerable to cybercriminals than ever. In 2023 alone, individuals lost $12.5 billion to cybercrime, according to the FBI.¹ As you continue to enjoy the ease and convenience of accessing your information online, what can you do to […]
Lexington, MA – September 18, 2023 – Wingate Wealth Advisors LLC, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 for 2023. Wingate Wealth Advisors was one of the few Massachusetts firms that made the top Financial Advisor 100 which, according to CNBC, “recognizes those […]
When the initial SECURE Act was released in 2019, several sweeping changes were made that impacted Required Minimum Distributions (RMDs), retirement savings, and more. At the end of December 2022, the SECURE Act 2.0 was signed into law, as well. This new piece of legislation worked to create additional opportunities for retirement saving while expanding […]
Are you curious about the Inflation Reduction Act, what it is, and how it impacts you personally? Here are the key highlights that are most likely to impact you directly. What’s The Inflation Reduction Act? The Inflation Reduction Act is the current form of the Build Back Better Plan. It allocates federal dollars toward health […]
Lexington, MA – October 27, 2022 – Wingate Wealth Advisors LLC, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 ranking for 2022. Wingate Wealth Advisors was one of only three Massachusetts firms that made the top Financial Advisor 100 list which, according to CNBC, […]
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