About Hannah Depew

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So far Hannah Depew has created 7 blog entries.

Getting the Most from your Executive Benefits Package

By |2022-06-01T11:49:30-08:00June 1st, 2022|Wealth Management Resources|

Time to Read: 16 Minutes At BWM Financial, we’ve helped executives, engineers, and scientists at San Diego companies with their financial affairs for over 20 years. This often involves navigating the complexities of employee benefits, such as company stock, options, retirement plans, and insurance benefits.  Many executives are simply so focused on their career that they lack the bandwidth to spend their time and energy: Deciding between selling vested

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Building a Lasting Legacy: 6 Ways for Affluent Families to Bullet-Proof their Estate Plan

By |2021-11-12T15:24:09-08:00November 12th, 2021|Wealth Management Resources|

Time to Read: 17 Minutes We live in a “golden age” for estate planning: high federal gifting limits, low interest rates, and no capital gains on inherited assets. However, this may change soon.    The generations-high gifting exemption ($11.7 million per person and $23.4 million per couple in 2021) will sunset at the end of 2025. And with the record-breaking COVID-19 stimulus, tax hikes have been proposed to lower

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Medicare Made Easy: How High Earners Can Reduce the Hassle

By |2021-10-15T11:58:05-08:00October 13th, 2021|Uncategorized, Wealth Management Resources|

Time to Read: 16 Minutes Medicare can frustrate retirees trying to decode the “alphabet soup” of plan options. This decision is especially important for high earners who might have higher premiums. Thoughtful changes to your investments can help lower your monthly bill. We at BWM Financial know how important it is to find the

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Excess SIPC Insurance: Are Your Investments Safe?

By |2022-10-13T07:51:36-08:00October 9th, 2021|Wealth Management Resources|

Time to Read: 8 Minutes As a high-net worth individual, you’ve worked hard, made smart investments, and followed a sound strategy to create a significant portfolio. But as we all know, making money is just one part of amassing wealth—keeping it is just as important.  Asset protection for affluent families is especially critical because it requires a

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The Backdoor Roth IRA: A Strategy for Tax-Advantaged Savings for High Earners

By |2021-11-02T11:41:44-08:00October 5th, 2021|Wealth Management Resources|

Time to Read: 13 Minutes The backdoor Roth gives high earners access to a tax-free Roth IRA.  It can protect from rising taxes, give flexibility in retirement, and provide more for loved ones.  However, a backdoor Roth IRA isn’t right for everyone, and done incorrectly it can run up a hefty tax bill.  At BWM Financial, we guide clients through every step from understanding their options to ensuring a smooth experience.   Before we

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Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor. Stratos Wealth Partners, Ltd and Stratos Private Wealth are separate entities. Stratos Private Wealth is a division through which Stratos Wealth Partners, LTD markets it's wealth management services. Stratos Wealth Partners, LTD is a registered investment adviser ("Stratos"). Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com]. Stratos Private Wealth offers its financial services through Stratos Wealth Partners, Ltd., ("Stratos"), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the "SEC") located in Beachwood, Ohio. BWM Financial operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. 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