Advisor Blog

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Mastering the FAFSA to Maximize Financial Aid

5/2021

For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application for Federal Student Aid (FAFSA). Here's what you should know before filling it out.

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Saving for Retirement and a Child’s Education at the Same Time

5/2021

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'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.

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529 Plans and Financial Aid Eligibility

5/2021

If you're thinking about opening a 529 account, or if you've already opened one, you might be wondering how 529 funds will affect your child's financial aid eligibility. Here’s what you should know in order to maximize the funds available for your child’s education when the time comes.

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Don’t Depend on Student Loan Forgiveness —Here's How to Plan Well for College

5/2021

There’s a lot of talk in Congress right now about potentially canceling federal student loan debt. But don’t be confused — if this debt cancellation even happens at all, it will be a one-time cancellation for those who currently have qualifying student loans.  That’s why it’s so important to plan well by creating a solid strategy to save for college costs. Here's what you need to know...

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6 Things To Do Before Passing Along The Family Business

4/30/2021

You've worked hard to build your business - will you be ready with a successful exit strategy when it's time to sell or pass it down, so you can enjoy the fruits of your labor? Here's what to think about now to ensure you walk away with the outcome you desire then.

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Learn These 3 Basics of Investing to Get Started on Building Wealth

4/23/2021

Most people have a general idea of what investing is, but perhaps you don’t have much knowledge about what it actually involves apart from the contribution you (hopefully) make to your 401(k) or other retirement account each pay period. But gaining a basic understanding right now of key investment concepts can provide the foundation you need to get started on the road to a healthy financial future. Here’s what you should know now, so you can get started on building a wealthier tomorrow...

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Four Steps to A Winning Short-Term Savings Strategy

4/15/2021

Here’s a four-step process to get you on the road to successful short-term saving so that you can plan well to be prepared for the unexpected, and have the funds to afford those larger purchases and experiences that’ll help you to live well in the next several years ahead. 

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Credit Card Dos and Don'ts

4/9/2021

Credit cards can be a powerful tool to build a healthy credit score, which is essential for a healthy financial future. But used incorrectly, they can also present some of the biggest financial dangers. Here's how to use credit wisely while avoiding its pitfalls.

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Follow These Budgeting Basics to Create a Strong Foundation for Your Finances

4/2/2021

If you’re feeling like your financial literacy isn’t up to par, you’re not alone. But investing a bit of time to educate yourself about the basics now will pay off for years to come. Here are six tips for how to create and stick to a budget that will allow you to plan well, invest well and live well.

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Financial Advice for Women At Every Age

3/26/2021

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. 

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If You Turned 65 Last Year, Make Note of the Medicare General Enrollment Period

3/19/2021

The Medicare general enrollment period closes at the end of March. If you're 65 or older - and particularly if you turned 65 last year - you'll want to read this.

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Tax Season Scam Alert

3/12/2021

Each year during tax season, scammers get more savvy with strategies they use to gain access to other people’s personal information and money. To help you steer clear of this year’s top scams, here are some red flags to watch out for — along with some timely tax-filing reminders.

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Why Addressing Financial Gender Gaps Is Important For Everyone

3/5/2021

Gender inequities in finance exist and must be addressed. Here are some key insights to consider from our Vice President and Associate Financial Advisor Leisl Cording, CFP® on why and how we should all help to make change happen so everyone has equal access to be able to live well.

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Maximizing Your Health Savings and Retirement Account Contributions in 2021

2/19/2021

The federal government offers tax breaks to those who save for their future health needs and post-retirement income. There are limits to those tax breaks, of course – but by making the most of them, you can reduce your tax bill today while making real progress in supporting your health and happiness for the future. Here’s what you need to know to maximize your health, retirement, and tax savings this year.

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

2/19/2021

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...

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

2/12/2021

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.   

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

2/12/2021

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.

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Has Reddit Revealed Major Cracks in the Market?

2/5/2021

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.
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How to Do a Fitness Test For Your Finances

2/5/2021

Just as falling out of the habit of regular workouts can wreak havoc on your health, forgetting to periodically review your finances can potentially have serious consequences for your future. Here are six steps to take to ensure your finances are fit, right now.

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Creating A Safety Net to Bridge Times of Financial Crisis

1/22/2021

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.

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Does the COVID-19 Economic Relief Bill Impact You?

1/22/21

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...

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Take Control to Begin Recovery or Acceleration of Your Financial Goals

1/15/2021

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...

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Prioritizing Your Financial Health in the New Year

1/8/2021

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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