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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.

Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know

November 6, 2023 Next Chapter Years Retirement Planning By Advisor Leisl Cording High Net Worth Women

Around 20% of Americans provide custodial care to a loved one. Here's the financial toll it can take, and what other options your loved ones may have.

Uncovering the Triple Tax Benefits of Health Savings Accounts (HSAs)

November 4, 2023 Next Chapter Years Retirement Planning Financial Planning Insurance Tax Planning By Advisor Mike Baum High Net Worth

Explore the tax advantages of Health Savings Accounts (HSAs) and discover how to leverage them to your advantage.

Long Term Care Planning Tips & Cost Saving Strategies

October 6, 2023 Next Chapter Years Retirement Planning By Advisor Jim Zahansky Budgeting

Think extended care isn't affordable? Find out how you can save on costs to get the necessary care.

How The Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement

October 6, 2023 Next Chapter Years Retirement Planning By Advisor Laurence Hale Retirement Income

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

Act Now to Benefit from Changes to Retirement Savings Rules in 2024 and Beyond

September 20, 2023 Balancing Act Years Next Chapter Years Retirement Planning By Advisor Mike Baum

SECURE 2.0 legislation included changes to strengthen retirement savings. It’s important to act now to take advantage of potential opportunities to save more. Here’s what to know…

Why Now Is A Great Time for Business Owners to Start a Retirement Plan

September 3, 2023 Business Owners Retirement Planning By Advisor Jim Zahansky

Small business owners can greatly benefit from starting a retirement savings plan for their employees. Here's how.

How To Set Up A 401(k) Plan for Your Employees In 6 Steps

June 28, 2023 Business Owners Retirement Planning By Advisor Jim Zahansky Retirement Income

Developing and offering your employees a 401(k) plan is no easy feat, but working with a trusted advisor can take some stress off your shoulders. Here are 6 steps.

Three Key Times to Revisit and Revise Your Retirement Plan Strategy

June 22, 2023 Next Chapter Years Retirement Planning By Advisor Mike Baum

Setting up a retirement strategy is one thing, but when and how do you adjust it? Here are three key times to revisit your retirement plan strategy.

Retirement Strategy: Money & Longevity

June 2, 2023 Next Chapter Years Retirement Planning By Advisor Laurence Hale

Longevity is a major factor in your retirement strategy. Take a look at what you and your financial professional will want to consider.