Category: General

SECURE Act 2.0: What High Net Worth Individuals Need To Know

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 […]

What’s The Inflation Reduction Act? And How Could It Impact Your Wallet

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 […]

Wingate Wealth Advisors named to CNBC’s Financial Advisor 100 List for 2022

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, […]

5 Smart Considerations Before You Purchase A Second Home

Throughout the pandemic, many people’s yearning to travel had them purchasing second homes to have an alternative set of surroundings. Whether related to the pandemic or just because it’s your favorite travel destination, perhaps you’re also thinking about owning your own slice of Maine’s shoreline, building a cape on Martha’s vineyard, or buying a Florida […]

Wingate Wealth Advisors Hires New Chief Operating Officer Rich Byron

Lexington, MA – March 31, 2021 – Wingate Wealth Advisors LLC, an independent wealth management firm in MetroWest Boston, is pleased to announce that financial services executive Rich Byron has joined as Chief Operating Officer. In his role, Mr. Byron will be responsible for overseeing a multi-functional team including Operations, Financial Planning, Technology, Marketing, Investment Trading […]