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Long Term Care Planning Tips & Cost Saving Strategies Thumbnail

Long Term Care Planning Tips & Cost Saving Strategies

October 6, 2023 Next Chapter Years Retirement Planning By Advisor Jim Zahansky Budgeting

Think extended care isn't affordable? Find out how you can save on costs to get the necessary care.

How The Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement Thumbnail

How The Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement

October 6, 2023 Next Chapter Years Retirement Planning By Advisor Laurence Hale Retirement Income

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

Act Now to Benefit from Changes to Retirement Savings Rules in 2024 and Beyond Thumbnail

Act Now to Benefit from Changes to Retirement Savings Rules in 2024 and Beyond

September 20, 2023 Balancing Act Years Next Chapter Years Retirement Planning By Advisor Mike Baum

SECURE 2.0 legislation included changes to strengthen retirement savings. It’s important to act now to take advantage of potential opportunities to save more. Here’s what to know…

WHZ Welcomes Kayla Densmore as Client Relationship Senior Associate Thumbnail

WHZ Welcomes Kayla Densmore as Client Relationship Senior Associate

September 19, 2023 WHZ News

Densmore brings over 15 years of experience in customer service, team leadership and business management to her new role.

The Nation’s Credit Rating Was Downgraded - What This Means For You Thumbnail

The Nation’s Credit Rating Was Downgraded - What This Means For You

September 3, 2023 Investing Financial Planning By Advisor Jim Zahansky

Concerned that the U.S. credit rating was downgraded? Read to see why this isn't likely to have a long-term effect on the markets.

Why Now Is A Great Time for Business Owners to Start a Retirement Plan Thumbnail

Why Now Is A Great Time for Business Owners to Start a Retirement Plan

September 3, 2023 Business Owners Retirement Planning By Advisor Jim Zahansky

Small business owners can greatly benefit from starting a retirement savings plan for their employees. Here's how.

Top 6 Retirement Living Podcasts: Expert Insights and Tips Thumbnail

Top 6 Retirement Living Podcasts: Expert Insights and Tips

September 3, 2023 Next Chapter Years By Advisor Mike Baum Retirement Income

Retired and looking for something new? Check out these 5 podcasts all about living in retirement for some expert tips and insights.

Important Updates on Student Loan Forgiveness and 529 Savings Rules Thumbnail

Important Updates on Student Loan Forgiveness and 529 Savings Rules

September 2, 2023 Balancing Act Years College Planning Financial Planning By Advisor Leisl Cording

Have federal student loans? Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules.

Navigating the Ripple Effect: Federal Interest Rate Hikes and the Stock Market Thumbnail

Navigating the Ripple Effect: Federal Interest Rate Hikes and the Stock Market

September 1, 2023 Balancing Act Years Investing Financial Planning By Advisor Laurence Hale

Discover the potential impact of recent Federal Reserve interest rate hikes on your investment portfolio and retirement accounts.

In Honor of Labor Day, 5 Ways to Better Your Work-Life Balance Thumbnail

In Honor of Labor Day, 5 Ways to Better Your Work-Life Balance

August 23, 2023 Balancing Act Years Financial Planning By Advisor Holly Wanegar

As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these 5 tips.