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

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.

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.

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.

Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider

May 1, 2023 Next Chapter Years College Planning Financial Planning By Advisor Laurence Hale

It's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider.

Funding Retirement Versus Your Children’s College Education

May 31, 2022 College Planning By Advisor Leisl Cording

It’s no secret – college is very expensive, whether your kid attends a university close to home or in another state. It’s important to make some hard decisions sooner rather than later so you can plan well for your child's higher education.

Quick Reference Chart: 529 Plan Qualified & Non-Qualified Expenses

February 10, 2022 College Planning

You've put in the hard work of saving for college, and now it's time to start using those 529 plan assets to help with a family member's education-related costs. But before you begin withdrawing those funds, it's important to understand the difference between qualified and nonqualified expenses.