You & Your Money
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.
From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341
You & Your Money
2026 Tax Season: What to Know & How to Prepare
Tax season may still feel far away, but major changes are coming—and early preparation will be key.
In this special episode of #YouAndYourMoney, WHZ AVP, Wealth Advisor Jonathan Mathews unpacks what taxpayers need to know about the 2026 filing season, from a possibly delayed start to new deductions for seniors, electronic-only refunds, and the wide-ranging impact of the One Big Beautiful Bill Act.
If you want to get ahead of the curve (and avoid April surprises) this is the episode you’ll want to hear.
Full episode down below. ⬇️
#ConfidencePartnershipForLife
- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
