Advisor Blog



7 Key 2020 Tax Breaks for Business Owners and The Self Employed


2020 was a difficult year in so many ways, including for business owners and the self-employed. Thankfully, there are a number of key changes to 2020 tax laws that could help to cushion the blow as we head into 2021. Here's what business owners should know...



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


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.   



Living Out Our “Live Well” Philosophy: Our Commitment to Diversity, Equity and Inclusion


At Weiss, Hale & Zahansky we pride ourselves on our commitment to living out our strategic Plan Well, Invest Well, Live Well process not only for our clients, but for the greater community as well.  We also recognize that access to the resources required to live well is not equally available to all.  As a morally responsible organization, engaged community members, and empathetic individuals, here's what we're doing to help change that.



Has Reddit Revealed Major Cracks in the Market?


With concerns growing over a potential stock market bubble and a recent market pullback, it seems another crisis has hit the headlines: a group of retail traders has come after the market itself. Specifically, these retail investors tried to beat Wall Street by trading up several stocks well beyond what the professionals think they are worth. In doing so, the headlines claim, they have broken the market. Could that possibly be true? Let’s take a look at the details.


Creating A Safety Net to Bridge Times of Financial Crisis


In times of crisis, we're sometimes forced to shake pennies out of a piggy bank. Here's how to build a financial safety net to ensure that you're protected when a financial emergency arises.



Does the COVID-19 Economic Relief Bill Impact You?


On December 21, 2020, Congress passed a $900 billion COVID Economic Relief Bill that will extend and modify several provisions first enacted in the CARES Act. The bill itself is over 5000 pages, so we have gathered information from the bill that we felt will have the most pertinent information for you to have as it could relate to your personal financial structures. Here's what you should know...



Take Control to Begin Recovery or Acceleration of Your Financial Goals


Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish or revisit a budget to help you keep track of how you spend your money and help you reach your financial goals. Here's how to get started...



Prioritizing Your Financial Health in the New Year


As we welcome the new year, it's a great time to consider adding a few new financial goals to your resolution list. Here are eight great goals to focus on in order to begin living better in 2021 and beyond.


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