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This One Change to Financial Aid Could Negatively Impact Many Families
At the end of 2020, Congress passed the Consolidated Appropriations Act. Most of the attention around this act, a $2.3…
2020: Market Review
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments…
Cosigning a Student Loan: Pros & Cons
Cosigning a Student Loan: Pros & Cons The process of taking SAT/ACT exams, sending out handfuls of college applications, and…
Webinar: Financial Crash Course For DOCTORS
FINANCIAL CRASH COURSE FOR DOCTORS wHealth Advisors is excited to announce a free webinar to help doctors (and those in…
The Coronavirus and Market Volatility
The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe,…
Doctors Get Shafted When It Comes To Finances
Written by: Dennis McNamara In a profession where it is expected that the practitioners embody the highest degrees of empathy,…
The SECURE Act: What you need to know
Written by: Dennis McNamara Congress just passed a year-end bill known as the SECURE Act (i.e. Setting Every Community Up…
Climate Change and Your Portfolio
Written by: Dennis McNamara Introduction As financial planners that adhere to an evidence-based investment philosophy, we at wHealth Advisors use…
All 529s Are Not Created Equal
Written by: Dennis McNamara At wHealth Advisors, we strive to educate our clients that the location of their assets is…
The Next Recession and What We Can Learn from the Tour de France
Written by: Dennis McNamara For the second year in a row I am a daily listener to Lance Armstrong’s podcast…
Trump’s Executive Order on Retirement: What You Should Know
Written by: John Munley Out of all of President Trump’s colorful tweets recently, the one that caught our attention was…
The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 3
Written by: John Munley Build Good Credit, Early. This is the third part of our three-part series on The Path…
The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 2
Written by: John Munley Last week, I shared some advice I want to gift to my young daughters about establishing…
The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 1
Written by: John Munley My daughter recently had her moving up ceremony during which she and her class celebrated “graduating”…
So Your Teenage Got Her First Job – Now What?
Written by: John Munley My twin daughters got their first real jobs last summer, a common rite of passage through…
How Much Are You Really Paying For Your Investments?
Written by: Dennis McNamara In a recent Wall Street Journal article , Andrea Fuller recounts her experience of searching for…