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4 Essential Financial Tips for Millennial Entrepreneurs

As a millennial entrepreneur, it's essential to develop good financial habits to set yourself up for long-term success. Here are four tips.

Estate Planning as an LGBTQ+ Couple: 6 Things to Consider

June 3, 2023 Balancing Act Years Estate Planning By Advisor Laurence Hale

Many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.

Need a Break From Stress? Book a Stay at These Top Luxury Wellness Resorts

June 2, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives By Advisor Jim Zahansky

The best thing you can do to Live Well is take a break from stress. Here are some of the top luxury wellness resorts you should be booking now.

Homeowners Insurance & Swimming Pools: What You Need to Know For Summer

June 2, 2023 Balancing Act Years Next Chapter Years Insurance By Advisor Holly Wanegar

As the weather warms up, it's important to remain up-to-date when it comes to your insurance coverage - especially if you own a pool.

Decision on Student Loan Forgiveness Expected Next Month: What to Know Now

May 25, 2023 Balancing Act Years College Planning Financial Planning By Advisor Mike Baum

The Supreme Court is expected to hand down a decision on President Biden's student loan forgiveness plan in June. Here's what to know.

Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance

May 1, 2023 Balancing Act Years Financial Planning By Advisor Leisl Cording Women

As a working mother, you've got a lot on your plate. These 6 tips can help you achieve a stronger work-life balance.

4 First Steps to Becoming Financially Savvy, for Financial Literacy Month

April 2, 2023 Balancing Act Years Financial Planning Financial Literacy By Advisor Holly Wanegar

If the thought of managing money and planning out your finances for the future makes you break out in a cold sweat, this post is for you.

How to Start Investing: a Financial Literacy Month Primer for Beginners

April 2, 2023 Balancing Act Years Investing Financial Literacy By Advisor Leisl Cording

Stocks, bonds and ETFs... oh my! If you have no idea where to start, class is officially in session. Welcome to Investing 101.

WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials

March 15, 2023 Balancing Act Years Next Chapter Years Financial Planning WHZ News By Advisor Leisl Cording High Net Worth Women

As a CDFA® professional, Cording has received specialized training to effectively help clients with divorce-related financial issues that will affect the rest of their lives.

What the Silicon Valley Bank and Signature Bank Collapses Mean for You

March 14, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Mike Baum By Advisor Laurence Hale By Advisor Leisl Cording By Advisor Jim Zahansky By Advisor Holly Wanegar

You may have heard about the Silicon Valley Bank and Signature Bank collapses. Here's what it's all about, and our thoughts on what it could mean for the economy and your finances.