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Capital Gains and Your Taxes: A Brief (But Important) Guide

Did you sell a home, car, or other valuables last year? You could be subject to capital gains taxes. Here's what to know and how to minimize the impact.

How to Minimize Taxes While Transferring Wealth

February 9, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Jim Zahansky High Net Worth

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.

10 Steps to Avoiding a Small Business Audit

February 1, 2023 Business Owners Tax Planning By Advisor Leisl Cording

Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps.

Tax Changes You Need to Know About for 2022

January 31, 2023 Tax Planning By Advisor Leisl Cording

Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes ahead of the April 18, 2023 deadline.

Weiss, Hale & Zahansky Advisors Earn “Five Star Wealth Manager” Awards for 2022

January 16, 2023 WHZ News

This marks the ninth consecutive year that all eligible WHZ financial advisors have received the award, a recognition granted to just 10% of this year's Connecticut wealth managers who were considered.

It's Here: What You Need to Know About SECURE 2.0

January 7, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Retirement Planning

SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. Here is a high-level summary addressing the items most likely to affect individuals.

Who Is Your Financial Mentor?

January 4, 2023 Balancing Act Years Financial Planning Financial Literacy Budgeting

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.

6 Steps to Empower Your Employees to Financial Wellness

January 4, 2023 Business Owners Business Executives Financial Literacy By Advisor Jim Zahansky

Money is a leading stressor for adults in America. Empowering your employees with financial education and incentives can help reduce that stress (and increase retention).

5 Myths About Generational Wealth You've Likely Heard

January 2, 2023 Balancing Act Years Next Chapter Years Estate Planning Financial Planning By Advisor Laurence Hale High Net Worth

Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.

Women: 5 Steps To Financially Empower Yourself

January 1, 2023 Balancing Act Years Next Chapter Years Investing Retirement Planning Financial Planning By Advisor Leisl Cording Women

No two paths to investing and retirement are the same, and that’s especially true for women. Regardless of your vision, here are five concepts that may help your investment strategy.

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