Skip to content

Category: Planning

Bryan Johnson and the “Don’t Die” Movement

Have you heard of Bryan Johnson? The man who spends $2M/yr optimizing his health and tracking all of his biometrics to reverse his

Eight Timeless Insights from Daniel Kahneman

As financial planners, we work with our clients to make the most of their finances, aligning their money to be in

The Stock Market is NOT a Casino, it’s a Racetrack

By Dennis McNamara: The stock market is not the casino, it’s the horses on the racetrack. I’ve always balked at

Living an Examined Life: 8×3 Days + The Four Ashramas

In my early 20s I lived with a Costa Rican farmer. A seemingly healthy man with a happy disposition, I assumed he

Fear Is A Helluva Drug

If you pay any attention to financial punditry, you will always be able to find someone making bold predictions about

What Issues Should I Consider At The Start Of The Year?

The beginning of the new year is the perfect time to discuss the various factors influencing your planning. For example,

Charitable Contributions in the Season of Giving

As the year winds down and the season of giving takes hold, we wanted to take a moment to revisit

To 529, or Not to 529?

…THAT is the question. Like us, you may be debating the best way to save for your child’s education. You

Five Financial Myths We Need to Bury

In a world increasingly fueled by clickbait headlines and social media algorithms, easy one-size-fits-all advice and quick hacks get plenty
Information about Estate planning and old glasses.

The Great Game of Generational Wealth: Your Guide to Estate Planning

In the immortal words of Benjamin Franklin, “In this world, nothing can be said to be certain, except death and
AI Creating new cybersecurity dilemmas

Cybersecurity in the Age of AI

Imagine a world where machines can think, learn, and adapt at lightning speed, transforming our lives in ways we never
Kiplinger Advisor Collective

Dennis McNamara Invited to Join the Kiplinger Advisor Collective

Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts

FDIC Refresh: Are you covered?

While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank
Silicon Valley Bank


While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank
Debt Ceiling

A Looming Debt Ceiling

If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s
SECURE 2.0 Act

SECURE 2.0 Act: If You Don’t Know, Now You Know

On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was

Preparing Children for their Financial Future

Preparing children for their financial future is a key concern of many parents. A a follow-up to last month’s contribution

Preparing Young Adults for their Financial Future

With back-to-school right around the corner, we wanted to use this blog to address preparing young adults for their financial
The Dreaded "R" Word

The Dreaded “R” Word

Probably like you, we’re hearing the dreaded “R” word – recession – being referenced quite a bit lately. In fact,

Living Your Eulogy Virtues

Awhile back in our piece on Minimalism we touched on the topic of death. Inspired by John’s January newsletter reflections

New Year’s Resolutions

For the 50% of your that feel like Michael Scott, this may not be for you. However, If you’re one

End of Year Planning

Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming

Estimating Returns: Hope for the Best, Plan for the Worst

Between 1926-2020, the US stock market return was basically 10% per year. While it’d be great to bank on 10%

Lessons from 2020

Lessons from 2020 2020 will be a year we will never forget. From a global pandemic and civil unrest, to
Student Loan Cosigner

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
Medical Professionals

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
Client sitting around a table discussing fiances at wHealth Advisors office

All 529s Are Not Created Equal

At wHealth Advisors, we strive to educate our clients that the location of their assets is often just as important
Three men racing on bicycles

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
Cheery blossom in the capital

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
A road going through nature landscape

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
John Munley Financial Advisor at wHealth Advisors and family

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
Wooden steps down to the beach

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”
Woman checking out at counter

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