Welcome to The WHZ Blog

get started on living well right now

Our advisors have a wealth of knowledge, and they're sharing it all the time, right here on our blog. Dive in and get the information and insights you need. But don't stop there. Get our financial tips and insights delivered straight to your inbox with our Fearless Flyer newsletter, to help you keep fearlessly pursuing your financial and life goals.

← Return to All Posts

Long Term Care Planning Tips & Cost Saving Strategies

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

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.

8 Step Summer Financial Checkup

June 21, 2023 Investing Financial Planning Budgeting By Advisor Holly Wanegar

If you find yourself with a bit of extra time on your hands in the upcoming months, use these 8 steps to check in on your finances.

Financial Lessons from Famous Dads

June 3, 2023 Investing Financial Literacy Budgeting

Here are some important financial lessons passed down from famous fathers and famous father figures.

What To Do When Your Income Reaches Six Figures

February 28, 2023 Balancing Act Years Financial Planning By Advisor Mike Baum Budgeting

Congrats on six figures! Now learn how to make the most of it.

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.

2023 Goals: 7 Financial Moves to Make Life Less Stressful

December 1, 2022 Balancing Act Years Next Chapter Years Financial Planning By Advisor Mike Baum Budgeting

Many have felt the stress of financial strain this year. If you're looking to make 2023 a better year for your finances as well as your stress level, these seven moves will (hopefully) do the trick.

Digital Deals: The 4 Best Coupon & Comparison Shopping Apps

November 17, 2022 Balancing Act Years Financial Planning By Advisor Mike Baum Budgeting

Four of the best coupon and comparison shopping apps to save you a little money now – and potentially a lot more, later.

The Best Holiday Deal for Your Budget in 2022

November 7, 2022 Financial Literacy By Advisor Mike Baum Budgeting

Use this guide on how to help stretch your dollar a little further without breaking the bank – it’ll be the best holiday deal you get this year!

Understanding (and Avoiding) the "Money Illusion"

October 3, 2022 Financial Planning Financial Literacy By Advisor Leisl Cording Budgeting

Falling victim to the money illusion can impact your long-term financial success. Here's how to avoid that so you arrive at the reality you’d planned for years from now, instead of coming up far short.