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

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

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.

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.

Weiss, Hale & Zahansky's Holly Wanegar Earns CERTIFIED FINANCIAL PLANNER™ Designation

May 9, 2023 WHZ News By Advisor Holly Wanegar

The designation demonstrates a thorough understanding of the complex financial planning process, including retirement planning, tax planning, estate planning, and risk management.

4 First Steps to Becoming Financially Savvy

April 1, 2023 Balancing Act Years 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.

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.