WJBlog
2024 SECURE Act 2.0 Changes
Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax ...
Bundling for the New Year
As the holiday season rapidly approaches, many of us are considering bundled gift ideas for our loved ones. During the ...
How Today’s Headlines Shape Our Perspective
Turn on the news, and it’s hard to miss headlines like “Spiraling Debt”, “Crippling Inflation”, “Rampant Crime”, and ...
Cash is Not King
“Why should I invest in stocks or bonds when I can earn over 5% in cash through money market funds or high yield ...
The Resumption of Student Loans
Student loan debt has become a hot-button issue this year, with many borrowers feeling the weight of their financial ...
A Recap of 2023 So Far
I’ve been gone for the last 3 weeks, enjoying time with our newest daughter, Blaire. She was born August 21, at a solid ...
The Swift Effect – Every City’s Wildest Dream
While ticket resale websites have been a gatekeeper for many Taylor Swift fans, many cities across the US have reaped ...
The Ins-and-Outs of Estate Documents: Preserving Your Wishes for the Future
When it comes to securing and ensuring your legacy, comprehensive estate planning is the way to go. Estate plans help ...
The Mountains Are Calling
Growing up, my parents would send me to a small town called Timpson, TX, every summer to get away from the screens and ...
Mortgages: To Pay Off or Not to Pay Off
If you got a mortgage or had the chance to refinance in the last 10 years, congratulations! You were able to lock-in ...
