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Top End-of-the-Year Financial Moves for 2023

Here are some things you might consider before saying goodbye to 2023.

The Most Critical Component for Building Wealth

November 1, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Mike Baum High Net Worth

What if we told you that building wealth isn't really about money? Discover the most critical component for securing your financial future.

How to Cut Your Spending This Holiday Season

October 6, 2023 Balancing Act Years Next Chapter Years Financial Planning Budgeting By Advisor Holly Wanegar

If the rising costs of goods and services nationwide have you second guessing your generous holiday spirit this year, these budgeting tips will help you stretch your dollar and fulfill your gift list.

Navigating Divorce? Prepare For These 4 Financial Challenges

October 5, 2023 Balancing Act Years Next Chapter Years Financial Planning By Advisor Leisl Cording Divorce

Divorce is not only emotionally taxing, it is financially difficult, as well. Here are 4 financial challenges to be prepared for.

The Best Baking Podcasts for Fall

October 5, 2023 Balancing Act Years Next Chapter Years

Fall is officially here, and there’s no better time to put on that apron and start baking some fun fall treats (hello, pumpkin spice everything!).

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…

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

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

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.

Leisl L. Cording Named to Hartford Business Journal’s “40 Under Forty” List

August 20, 2023 Balancing Act Years WHZ News By Advisor Leisl Cording Women

WHZ Senior Vice President, Financial Advisor Leisl L. Cording CFP® CDFA® has been recognized as an outstanding young professional in the Greater Hartford area.