Insights
Mastering Business Exit Planning: Key Steps for a Successful Transition
For many business owners, their company represents the largest asset on their balance sheet. Yet, most lack a formal, ...
Maximizing Retirement Savings with Cash Balance Pension Plans for the Self-Employed
Cash Balance Pension Plans are gaining traction among self-employed professionals seeking to maximize their retirement ...
Wills and Beneficiaries: What You Need to Know
When most people think about estate planning, the first thing that comes to mind is a Will. And for good reason: a Will ...
WJ Charts of the Month - March 2025
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Navigating Market Uncertainty Together
There’s a lot in the headlines lately. Talk of tariffs, trade wars, and market declines. For many, it’s cause for ...
The Beginning of a New Era? Why Valuation Matters More than Ever
Which house is cheaper: the one that costs $200k or $1 million? It seems simple enough, right? But before you answer, ...
Living Fully: Embarking on Luxury Adventures with the Ritz Carlton Yacht
We are excited to debut a new blog series, Living Fully, where we will explore ways to enjoy life to the fullest. ...
WJ Charts of the Month - February 2025
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Support Students & the Future Workforce with Affordable Services
At WJ Interests, we take pride in supporting local businesses and education programs that strengthen our community. I ...
6 Financially Smart Ways to Start 2025
Now that we are in 2025, it's time to revisit your financial strategy and position yourself for a successful year ...
