WWS BLOG
“I’m losing my nest egg!”: Navigating Market Volatility for Retirees
Posted April 2025
When you’re in retirement, though (or close to it), this kind of volatility can have a much greater impact on your financial wellbeing, so you need to take a slightly different approach.
“I’M LOSING MONEY!”: NAVIGATING MARKET VOLATILITY FOR ACCUMULATORS
Posted March 2025
You can’t turn on the news these days without hearing the doom-and-gloom message of market volatility: Returns are sinking, prices are dropping, and you, my investor friend, are losing money.
It’s not a pretty picture they’re painting.
ROTH IRA AND 401(K) ROTH CONTRIBUTIONS: TAX-EFFICIENT SAVING STRATEGIES FOR RETIREMENT
Posted February 2025
There is one idea that almost every financial professional will agree on.
Compound growth is a beautiful thing.
That’s part of what makes a Roth IRA so valuable. You can start contributing money when you have earned income, and that money will grow and grow—tax free, so long as you follow the guidelines—indefinitely.
TWO WAYS TO LOWER YOUR TAX BILL IN 2025
Posted December 2024
It’s the start of a new year, the time when it is most evident that procrastination is not anyone’s friend—especially when it comes to finances.
If you spent any part of your holiday season reviewing tax documents, budgeting, and wishing you had been more strategic with your spending and investing, we’re here to help.
HOW TO PAY FOR COLLEGE: SAVINGS PLANS & INVESTMENT STRATEGIES
Posted October 2024
As a parent, saving for your child's education is likely one of the biggest savings goals you'll ever have, aside from your retirement. With the rising costs of tuition and the rate at which childhood seems to fly by, it can feel like a daunting task. But with careful planning and thoughtful strategies, you can give your child a valuable head start to a healthy financial future.
PREPARING FOR THE EMPTY NEST: A FINANCIAL PLANNER’S GUIDE
Posted July 2024
As your children prepare to leave the nest, you’ve likely spent time imagining what your own future holds. Are you going to stay in the same house or move? Will you travel, play lots of golf, relocate to be near your grown children?
NAVIGATING COLLEGE FINANCES: A PARENT'S GUIDE TO OPEN CONVERSATIONS
Posted June 2024
Picture this: your teenager, brimming with excitement, is considering universities, each with its own allure and price tag. Amidst the flurry of applications and acceptance letters, it's time for the money talk.
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