Spend less and save more this holiday season with these top coupon and online shopping discount apps recommended by  Leisl L. Langevin, CFP® CDFA® .

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💥 The end of the year is still an excellent time to get ahead and manage your personal finances. 💥

👉 Here are some things you might want to consider before closing out 2023 presented by Jim Zahansky, AWMA®. 

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🎙️"The markets are definitely digesting the fact that the Fed DID NOT raise rates, and some performance figures are actually a little bit higher....." 

🎯 Find out what's happening in the financial markets from Laurence Hale, AAMS®, CRPS® and how that may impact your finances. ➡️ 

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This year interest rates have risen to levels that haven’t been seen in more than 15 years. 😱

 ⚖️ Weigh the pros and cons of rising interest rates and how they impact your financial strategy presented by Laurence Hale, AAMS®, CRPS® . 

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What if we told you building wealth isn't really about money? 🤔

💥 Discover the most critical component for securing your financial future with some insight provided by Jim Zahansky, AWMA®. 

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💥 Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible? 💥

Here’s what you should know to take advantage of this potentially valuable opportunity presented by  Laurence Hale, AAMS®, CRPS® on the latest #YouandYourMoney podcast.

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🎙️"Inflation is proving to be sticky, and the economy is NOT slowing down. It's starting to become clear that interest rates will remain higher for longer...."

🎯 Get the rundown from  Michael Baum, CFP®, RICP®, on the current state of the financial markets and how that may impact your finances.

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Interested in learning more about long-term care options? 💡

💥 Find out how you can save on costs to get the necessary care for yourself or a loved one with some insight provided by Michael Baum, CFP®, RICP®.

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⚠️ Concerned that the U.S. credit rating was downgraded and interest rates were raised? 💥

Tune in to see why this isn't likely to affect the financial markets long-term on the latest #YouandYourMoney podcast, with Michael Baum, CFP®, RICP®. 

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Have federal student loans? 🎓

Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules presented by Leisl L. Cording, CFP®, CDFA®.

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🎙️"Interest rates have continued to rise, whereas inflation has sort of been coming down over the year. The markets are performing better this year..."

🎯 Get the rundown from  Jim Zahansky, AWMA®, of what's happening in the financial markets and how that may impact your finances in our latest #YouAndYourMoney podcast. 

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Small business owners, did you know that offering your employees a retirement savings plan can benefit your company? 💡💥

 Here's how you can get started with some insight provided by Jim Zahansky, AWMA®.

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As Back To School Season is among us, tune in to see why helping your children pay off their student loans may not be the best financial decision. Here are five things to consider presented by Laurence Hale, AAMS®, CRPS®.  🎓

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Is your estate strategy prepared for possible changes? 🏠
 Here are 5 key considerations provided by Laurence Hale, AAMS®, CRPS® that you may want to consider as part of your financial strategy. 

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💡 Explore the invaluable impact that establishing a trust can have on your financial well-being. Learn more from Leisl L. Cording, CFP®, CDFA® about this crucial tool and how it can empower you, regardless of your financial status. 🎯

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🎙️"We came into the year not exactly sure what was going to happen in the markets due to the fact that there is significant inflation. Interest rates were rising. And, all of those factors have started to moderate a bit..."

💥 Tune in for more on what's happening in the financial markets and how that can affect your finances, featuring Jim Zahansky, AWMA®. 

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To make the most of inherited wealth, a well-crafted strategy is necessary. Tune in now for some insight provided by Jim Zahansky, AWMA® on how to start thinking about your own inheritance strategy. 💡🚀

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Setting up a retirement strategy is one thing, but when and how do you adjust it? Here are three key times to revisit your retirement plan strategy presented by Leisl L. Cording, CFP®, CDFA®. 

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Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor from Leisl L. Cording, CFP®, CDFA®. 

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It's time for the Monthly Market Update! Tune in to hear what's happening in the markets and how it may affect you, featuring Leisl L. Cording, CFP®, CDFA®.

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Don't let market volatility deter you from achieving your financial goals. Tune in now and learn how to make the most of challenging times with these 5 tips presented by Laurence Hale, AAMS®, CRPS®. 

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When it comes to handling a large inheritance, it's essential to protect your wealth for years to come. Here are 5 steps to consider presented by Laurence Hale, AAMS®, CRPS®.

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Considering making a job or career change soon? Tune in for some important financial steps to take before leaving a job on the latest #YouandYourMoney podcast featuring Michael Baum, CFP®, RICP®.

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Will your retirement savings be enough to last your lifetime? Find out what to do before and after retirement to make sure it does in the latest #YouandYourMoney podcast featuring Jim Zahansky, AWMA®.

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👉 Tune in for what's happening in the financial markets and how that can affect your finances, featuring Michael Baum, CFP®, RICP®.
 

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- See how we can help you create a tailored strategy to help you Plan Well, Invest Well and Live Well: whzwealth.com