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Have federal student loans? 🎓 Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules presented by Leisl L. Cording, CFP®, CDFA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
🎙️"Interest rates have continued to rise, whereas inflation has sort of been coming down over the year. The markets are performing better this year..." 🎯 Get the rundown from Jim Zahansky, AWMA®, of what's happening in the financial markets and how that may impact your finances in our latest #YouAndYourMoney podcast. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Small business owners, did you know that offering your employees a retirement savings plan can benefit your company? 💡💥 Here's how you can get started with some insight provided by Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
As Back To School Season is among us, tune in to see why helping your children pay off their student loans may not be the best financial decision. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®. 🎓- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Is your estate strategy prepared for possible changes? 🏠 Here are 5 key considerations provided by Laurence Hale, AAMS®, CRPS® that you may want to consider as part of your financial strategy. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
💡 Explore the invaluable impact that establishing a trust can have on your financial well-being. Learn more from Leisl L. Cording, CFP®, CDFA® about this crucial tool and how it can empower you, regardless of your financial status. 🎯- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
🎙️"We came into the year not exactly sure what was going to happen in the markets due to the fact that there is significant inflation. Interest rates were rising. And, all of those factors have started to moderate a bit..." 💥 Tune in for more on what's happening in the financial markets and how that can affect your finances, featuring Jim Zahansky, AWMA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
To make the most of inherited wealth, a well-crafted strategy is necessary. Tune in now for some insight provided by Jim Zahansky, AWMA® on how to start thinking about your own inheritance strategy. 💡🚀- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
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 presented by Leisl L. Cording, CFP®, CDFA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor from Leisl L. Cording, CFP®, CDFA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
It's time for the Monthly Market Update! Tune in to hear what's happening in the markets and how it may affect you, featuring Leisl L. Cording, CFP®, CDFA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Don't let market volatility deter you from achieving your financial goals. Tune in now and learn how to make the most of challenging times with these 5 tips presented by Laurence Hale, AAMS®, CRPS®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
When it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Considering making a job or career change soon? Tune in for some important financial steps to take before leaving a job on the latest #YouandYourMoney podcast featuring Michael Baum, CFP®, RICP®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Will your retirement savings be enough to last your lifetime? Find out what to do before and after retirement to make sure it does in the latest #YouandYourMoney podcast featuring Jim Zahansky, AWMA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
👉 Tune in for what's happening in the financial markets and how that can affect your finances, featuring Michael Baum, CFP®, RICP®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
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 presented by Laurence Hale, AAMS®, CRPS®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
While student loans are very common, most find it hard to stay on track when paying them back. Refinancing may seem like a good option, but make sure to educate yourself with these 10 must-know facts presented by Michael Baum, CFP®, RICP®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Balancing a career and family is a juggling act for many women. Here are 6 tips to make it more manageable from Leisl L. Cording, CFP®, CDFA®. - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, CFP®, CDFA®.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com
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