Retirement Planning Tips for Every Stage of Life
Whether you're just starting out or retirement is right around the corner, there are things you should be doing now to #PlanInvestLiveWell for yo...
You & Your Money
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Tune in to listen to the advisors of Weiss, Hale & Zahansky Strategic Wealth Advisors discuss all things finance. From retirement to college saving, Laurence Hale, Leisl Cording, and Jim Zahansky discuss various topics of financial planning to encourage you to Live Well.
Preparing for Retirement Emotionally: A Timeline and Tips
Preparing for retirement emotionally is as important as preparing financially. Are you ready?In this episode of You & Your Money, WHZ Principal/Managi...
How to Estimate Your Retirement Savings Needs in 6 Steps
How much money will you need to save for the retirement lifestyle you want? Listen now and learn a 6-step process to find out, from WHZ Principal/Mana...
2021 Tax and Policy Changes You Need to Know About Now
Recently passed and proposed tax and policy changes could affect your wallet. Listen now to find out what you need to know.
How to Do a Mid-Year Health Check On Your Investments
Are your retirement and other investments still set up to meet your goals after this year's shifts in the markets? Find out how to do a mid-year ...
5 Steps to A Mid-Year Financial Check-Up
Here are five key strategies to review and reassess right now to ensure your plan for 2021 is still on track to have you investing well and living wel...
Mortgage Interest Rates Are Plunging – Should You Refinance?
With mortgage rates dropping, you may be wondering if the time is right to refinance. Find out what you should know before moving ahead, whether you&a...
How to Close A Retirement Income Gap
If you find yourself facing a gap between how you’d like to live in retirement and how much savings you have available to do so, there are steps you c...
Saving for Retirement and Your Child's College Education At The Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving...
What You Need to Know About 529 College Savings Plans
529 savings plans offer a unique combination of features that no other education savings vehicle can match.Here’s what you need to know.