You & Your Money

While student loans are very common, most find it hard to stay on track when paying them back. Refinancing may seem like a good option, but make sure to educate yourself with these 10 must-know facts presented by Michael Baum, CFP®, RICP® . - 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...

Balancing a career and family is a juggling act for many women. Here are 6 tips to make it more manageable from Leisl L. Cording, CFP®, CDFA® .  - 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 

Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, CFP®, CDFA® . - 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 

Divorce is a difficult process to go through, especially when it comes to the financial aspect. Tune in for some important insight presented to you by Leisl L. Cording, CFP®, CDFA® (Certified Divorce Financial Analyst) .  - 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 wi...

Want to put your investments where your values are? Find out how to do it through ESG investing on our latest #YouandYourMoney podcast featuring Michael Baum, CFP®, RICP® .  - 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,...

About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds, presented by  Laurence Hale, AAMS®, CRPS® .  - 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...

It's time for the Monthly Market Update! Hear what's happening in the markets and how it may affect you, featuring Laurence Hale, AAMS®, CRPS® . #YouAndYourMoney #MonthlyMarketUpdate - 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, Unwav...

Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here are 10 steps presented to you by Leisl L. Cording, CFP®, CDFA® .   #PlanInvestLiveWell YouAndYourMoney #podcast #businessowners #taxaudit - 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 yo...

As #WomensHistoryMonth comes to a close, tune in for helpful advice and insight about women in the world of finance featuring Leisl L. Cording, CFP® CDFA® , Holly Wanegar , Daria Zalewska , and Kate Pitts . Find more financial resources for women at whzwealth.com/WomenLivingWell #PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #empoweringwomen #womenshistorymonth - Subscribe to the Y...

We're loving our new office in Tolland! Hear what fueled the opening of our second location and what we're looking forward to in the future featuring Jim Zahansky, AWMA® and Laurence Hale, AAMS®, CRPS® .  #PlanInvestLiveWell #Tolland #NewOffice  - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a tailored fina...

It's that time of the month again! Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Laurence Hale, AAMS®, CRPS® . - 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 Pa...

Empowering women requires empowering financial independence, too. Here are 5 steps to financial empowerment from Leisl L. Cording, CFP® CDFA® . Find more financial resources for women at whzwealth.com/WomenLivingWell #PlanInvestLiveWell #WomenLivingWell #YouAndYourMoney #podcast #womenshistorymonth #empoweringwomen  - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram...

Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself,  you should consider these important steps presented by  Laurence Hale, AAMS®, CRPS® . - 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, Unwaverin...

Here’s an overview of the 2022 tax changes to help you prepare for what to expect as you file your taxes, featuring Jim Zahansky, AWMA® .  - 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 

Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Jim Zahansky, AWMA® .  - 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 

Business owners and leaders – learn how to boost employee retention while helping your team to Live Well by combatting one of their biggest stressors: money. Featuring Jim Zahansky, AWMA® . - 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, Unwaveri...

Make 2023 a better year for your finances as well as your stress level, with these seven steps recommended by Michael Baum, CFP®, RICP® .  - 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 

From a wrap-up of the volatile market in 2022, to good news about U.S. treasuries and a quick outlook on the first quarter of 2023, hear what's happening in the markets and how it may affect you in our latest Monthly Market Update from Michael Baum, CFP® RICP® .  - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn and YouTube - See how we can create a...

If your businesses is feeling the pinch of current economic conditions, cash flow may be suffering. Find out the warning signs to look for – and what to do about it – from Jim Zahansky, AWMA® . - 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, Unwa...

Changes in life and in the tax code could have a big impact on whether you’ll end up owing at tax time. Here's what to know and do before the end of this year. - 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:...

Hear what's happening in the markets and how it may affect you in our latest Monthly Market Update, featuring Leisl L. Cording, CFP® .  - 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 

Family caregivers give their all to the ones they love. But what can they do to make sure their own needs (financial and otherwise) are taken care of, too? Listen as Leisl L. Cording, CFP® CDFA®  shares some tips. - 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 Absol...

Hear what's happening in the markets and how that may affect your investments in our latest You & Your Money Monthly Market Update, with Laurence Hale, AAMS®, CRPS® . - 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...

So, you've got investments – great! But that's only part of what you need to build wealth.  Laurence Hale, AAMS®, CRPS® explains the other crucial thing you need to have in place in order to achieve your goals.  See how Weiss, Hale & Zahansky Strategic Wealth Advisors can help you create a financial strategy to help you #PlanInvestLiveWell , now and in the future: whzwealth.com  - Su...

There are certain mistakes that Millennials commonly make in saving for retirement. Find out how to avoid them from WHZ VP and Financial Advisor Michael Baum CFP® RICP®. See how we can help you create a financial strategy to help you #PlanInvestLiveWell, now and in the future: whzwealth.com/balancing-act - Subscribe to the You and Your Money podcast - Follow us on Facebook , Instagram , LinkedIn a...