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The Most Impactful Financial Changes of 2023

The team of financial advisors at WHZ shares their take on some of the most impactful changes and important developments they've seen in 2023.

The Pros and Cons of Rising Interest Rates, And Our Take on What May Come Next

November 6, 2023 Investing Financial Planning Financial Literacy By Advisor Laurence Hale

Worried about the potential impacts of rising interest rates? Weigh the pros and cons and how they impact your financial strategy.

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.

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.

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.

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.

Women’s Financial History – And The Empowering Future Ahead

March 12, 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.

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.

6 Steps to Empower Your Employees to Financial Wellness

January 3, 2023 Business Owners Business Executives Financial Literacy By Advisor Jim Zahansky

Money is a leading stressor for adults in America. Empowering your employees with financial education and incentives can help reduce that stress (and increase retention).

Data Privacy & Identity Theft: 5 Tips to Protect Yourself

December 30, 2022 Balancing Act Years Next Chapter Years Financial Literacy

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.