Metcalf Partners Wealth Management

10/22/2026

Q4 is a timely opportunity to revisit beneficiaries, gifting intentions, estate documents, and the financial readiness of future generations. Make your year-end review more purposeful. Start here: https://www.metcalfpartners.com/

10/21/2026

Have you taken advantage of your employers 401(k) match?
You still have time before the end of the year to make important financial decisions to get ahead.

Listen to our latest podcast here: https://youtu.be/q5-mV7jzRBY?si=PiYpNQCHip9omfwP

10/19/2026

Financial, legal, insurance, and tax professionals can each play a role in creating a more coordinated approach to preserving and transferring wealth. Bring the moving pieces of your plan together. Learn more at https://www.metcalfpartners.com/

10/16/2026

Regular family meetings can create space to explain decisions, share perspectives, and align generations around a common financial vision. Read the blog to explore the role communication plays in generational wealth. https://www.metcalfpartners.com/blog/strategies-for-managing-wealth-across-multiple-generations

10/15/2026

The 3.6% cost-of-living adjustment for 2027 will give Social Security beneficiaries the largest benefit increase since 2023.

10/15/2026

Answer: It should reflect long-term goals, manage risk, adapt as conditions change, and remain understandable to the family members it is intended to support. Connect your investment strategy to the bigger picture. Visit https://www.metcalfpartners.com/

10/14/2026

Year-end financial planning starts before December. Ethan, Eric and I break down Roth conversions, tax-
loss harvesting, 401(k) contributions, RMDs, HSAs, charitable giving and other financial moves to review before December 31.

10/14/2026

The end of the year will be here before you know it, and waiting until December could leave you scrambling.
Ethan, Eric and I talk through the year-end financial planning moves you should have on your radar, from Roth conversions and tax-loss harvesting to maximizing your 401(k), reviewing your RMDs, charitable giving, beneficiaries and insurance.
There is still time to get organized and make sure your financial plan is ready for the new year.

Listen to the episode: https://youtu.be/q5-mV7jzRBY?si=6iQQ_1C7OI6uirem

Practical financial planning, retirement planning, wealth management, investing, tax planning, and estate planning advice you can actually use? Join Jeb Graham, Ethan Hutcheson, and Eric Wymore of Metcalf Partners Wealth Management for expert insights on retirement, investing, Social Security, tax s...

10/12/2026

A multigenerational strategy can reflect more than account balances. It can also preserve the principles, priorities, and purpose behind the wealth. Turn shared values into a long-term financial vision. Explore more at https://www.metcalfpartners.com/

10/09/2026

Future generations may inherit assets, but preparation helps them understand the responsibility that comes with managing family wealth. Read the blog for strategies that can help prepare future generations. https://www.metcalfpartners.com/blog/strategies-for-managing-wealth-across-multiple-generations