Category: Planning
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 …