Whether you&apos;re just starting out or retirement is right around the corner, there are things you should be doing now to #PlanInvestLiveWell for your golden years. Hear what you should be doing at the stage you&apos;re in from WHZ Vice President and Associate Financial Advisor Leisl Cording, CFP®.

You & Your Money

Retirement Planning Tips for Every Stage of Life

Preparing for retirement emotionally is as important as preparing financially. Are you ready?In this episode of You & Your Money, WHZ Principal/Managing Partner, Co-founder and Chief Investment Officer Laurence Hale shares a timeline and tips to help you through the transition, from years out, to years after retirement happens. 

Preparing for Retirement Emotionally: A Timeline and Tips

How much money will you need to save for the retirement lifestyle you want? Listen now and learn a 6-step process to find out, from WHZ Principal/Managing Partner, Co-Founder and Chief Investment Officer Laurence Hale.

How to Estimate Your Retirement Savings Needs in 6 Steps

Recently passed and proposed tax and policy changes could affect your wallet. Listen now to find out what you need to know.

2021 Tax and Policy Changes You Need to Know About Now

Are your retirement and other investments still set up to meet your goals after this year&apos;s shifts in the markets? Find out how to do a mid-year investments health check from WHZ Vice President and Associate Financial Advisor Leisl L. Cording, CFP® in this episode of You & Your Money.  

How to Do a Mid-Year Health Check On Your Investments

Here are five key strategies to review and reassess right now to ensure your plan for 2021 is still on track to have you investing well and living well through the end of this year and beyond, from Weiss, Hale & Zahansky Vice President and Associate Financial Advisor, Leisl Cording, CFP®.

5 Steps to A Mid-Year Financial Check-Up

With mortgage rates dropping, you may be wondering if the time is right to refinance. Find out what you should know before moving ahead, whether you&apos;re looking to lower your monthly payment and save money over time or cash out on the equity in your home to pay for an important shorter-term goals. #PlanInvestLiveWell

Mortgage Interest Rates Are Plunging – Should You Refinance?

If you find yourself facing a gap between how you’d like to live in retirement and how much savings you have available to do so, there are steps you can take to help build bridge the gap. Listen as Weiss, Hale & Zahansky Strategic Wealth Advisors&apos;  Principal/Managing Partner and Chief Goal Strategist,  James Zahansky , AWMA® shares what you need to know.

How to Close A Retirement Income Gap

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child&apos;s education at the same time can be a challenge. But take heart — you may be able to reach both goals if you make some smart choices now.

Saving for Retirement and Your Child's College Education At The Same Time

529 savings plans offer a unique combination of features that no other education savings vehicle can match.Here’s what you need to know.

What You Need to Know About 529 College Savings Plans

Ready to begin investing so you can build wealth for the future? Here&apos;s what you need to know to get started...

The Basics of Investing

From the "50/30/20 rule" to whether it&apos;s better to pay down debt or put money in savings and more - learn the basics of creating a solid budget from Leisl Cording, CFP®, Vice President and Associate Financial Advisor at Weiss, Hale and Zahansky Strategic Wealth Advisors. 

The Basics of Budgeting

Women face particular challenges when it comes to financial planning, investments and saving for the future.  Here are some tips and insights from WHZ Vice President and Associate Financial Advisor Leisl Cording, CFP® to help women Plan Well, Invest Well, Live Well™ at every stage of life. 

Financial Advice for Women at Every Age

Leisl Cording, vice president and associate advisor at Weiss, Hale & Zahansky Strategic Wealth Advisors, explains why women face gender gaps when it comes to finances and wealth building - and why addressing those gaps is important for everyone's financial health and wellbeing.

Why Addressing Financial Gender Gaps is Important For Everyone

Whether you’re just starting to save for retirement or you’re already in retirement, there are some important changes to retirement savings tax laws to be aware of as you prepare to file your 2020 taxes.   Here's what you need to know...

Tax Law Changes That Could Help You to Make the Most of Retirement Savings - At Any Age

Tune in to listen to the advisors of Weiss, Hale & Zahansky Strategic Wealth Advisors discuss all things finance. From retirement to college saving, Laurence Hale, Leisl Cording, and Jim Zahansky discuss various topics of financial planning to encourage you to Live Well.

hubhopper

You & Your Money

hubhopper