grandfathered Archives - Page 2 of 2 - Warren Street Wealth Advisors

Why is 2017 so Important to the Grandfathered Pension?

A Warm Welcome to Our New Tax Administrator, Hillary CurtisSeptember 11, 2025 - 9:44 am
Meet Hillary Curtis, our newest Tax Administrator at Next Street Tax, a subsidiary of Warren Street. In this interview, we introduce you to Hillary, her role in supporting our clients’ financial needs, and her personal values.
Is It Smarter to Buy or Rent a Second Home?September 4, 2025 - 10:39 am
Thinking about buying a vacation home? Or is renting a better fit for your lifestyle? Our blog explores the financial and personal considerations of buying versus renting a second home, helping you make an informed decision for your next getaway.
Veronica Cabral’s Path to Becoming a CFP® and Lead AdvisorAugust 26, 2025 - 8:09 am
Join us in celebrating Veronica Cabral, CFP®’s major career milestone! 🎉 Having been with our company since 2016, she recently passed her CFP® exam and is now taking on the role of Lead Advisor. Read our exclusive interview to learn about her vision and the expertise she brings to her new position.
How Can I Give My Kids a Head Start on Investing?August 4, 2025 - 7:25 am
Ready to give the next generation a financial head start? From 529 Plans to Roth IRAs, there are plenty of ways to help your kids (or grandkids!) start investing early. Not only will you set them up for success, but you’ll also teach them lifelong financial skills. Check out our latest blog to learn more about how you can invest in their future today!