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Important Updates on Student Loan Forgiveness and 529 Savings Rules

Have federal student loans? Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules.

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.

How to Start Investing: a Primer for Beginners

August 11, 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.

Estate Planning Tips for Blended Families

August 2, 2023 Estate Planning By Advisor Leisl Cording High Net Worth

Do you have a blended family? Here is some helpful information on what estate planning might look like.

Back To School: 5 College Planning Mistakes to Avoid

August 2, 2023 Balancing Act Years College Planning By Advisor Leisl Cording

It’s never too early (or too late) to start planning for your child's higher education. Here are some of the most common financial mistakes parents make when it comes to college planning.

6 Ways to Overcome Market Psychology

June 26, 2023 Investing Financial Planning Financial Literacy By Advisor Leisl Cording

Market psychology can be tricky to navigate, but you can keep it from affecting you. These six tips can help you to work around these financial market cycles.

6 Great Books for Young Investors

June 21, 2023 Balancing Act Years Next Chapter Years Investing By Advisor Leisl Cording High Net Worth

These 6 books will help young (and young at heart) investors understand what it means to be financially successful.

Financial Planning Considerations for Unmarried Gay and Lesbian Couples

May 31, 2023 Balancing Act Years Financial Planning By Advisor Leisl Cording

With proper planning and guidance, unmarried gay and lesbian couples can create a strong financial plan and secured future for themselves, and for each other. Here are some of the major things to do and to consider.

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

May 31, 2023 Financial Planning By Advisor Leisl Cording High Net Worth

You may have spent decades accumulating a high net worth, but when it comes to handling a large inheritance, you may not have all of the answers.

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.