Insights

As questions swirl around the federal government shutdown, many taxpayers are wondering about potential refund delays. In this interview, Triston Hasty-Grant, President and Senior Wealth Advisor, outlines how the shutdown may affect processing times and shares practical steps to help you av …

As we step into 2026, many Americans are feeling the pressure of rising costs and economic uncertainty. But this time of year presents an opportunity to hit the “reset” button on your finances. With the right habits, you can reclaim control and build a more secure financial future. Here are …

  President Trump’s new child investment initiative, known as Trump accounts, is making headlines. Wealth Advisor Triston Hasty-Grant, CFP®, breaks down how these accounts work, who qualifies for the government’s $1,000 bonus and the Dell family’s $250 contribution, and how they compar …

Discover 6 key steps to strengthen your financial health. Wealth Advisor, Director of Business Development, Triston Hasty-Grant, CFP®, shares practical insights from Waterstone Private Wealth to help you take control of your finances, stay organized, and confidently work toward your goals.

We’re excited to share that Triston Hasty-Grant, Wealth Advisor, Director of Business Development, recently appeared on the news to offer expert financial advice for making 2025 your best year yet. From creating a budget to planning for taxes, Triston shared actionable tips to help you take …

Content from What Is Compound Interest  

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.