Category: Planning
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
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
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
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
WTF, SVB?! A TL;DR
While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank
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: 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
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
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
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
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