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

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.

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.

Women’s Financial History – And The Empowering Future Ahead

March 13, 2023 Balancing Act Years Next Chapter Years Financial Planning Financial Literacy By Advisor Leisl Cording Women

Here's how financial independence – or lack thereof – has played an implicit role in women's history, and how financial empowerment is shaping the lives of women today and in the future.

WHZ's Leisl Cording, CFP® Featured in FORTUNE's "Five Star Wealth Managers Under 40"

March 2, 2023 Balancing Act Years Financial Planning WHZ News By Advisor Leisl Cording Women

For Cording, the distinction is especially impressive given the fact that only about 25 percent of wealth managers are women.

4 Ways Divorce Can Affect Your Credit Score

March 1, 2023 Balancing Act Years Next Chapter Years Financial Planning By Advisor Leisl Cording Women

Untangling joint accounts and shared financial responsibilities after divorce can be tricky. Here are four things to look out for, and what to do about them.

Tax Changes You Need to Know About for 2022

January 31, 2023 Tax Planning By Advisor Leisl Cording

Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes ahead of the April 18, 2023 deadline.

10 Steps to Avoiding a Small Business Audit

January 30, 2023 Business Owners Business Executives Tax Planning By Advisor Leisl Cording

Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps.