Insights
- All
- WJNotes Portfolio and economic discussions for WJ Clients
- Charts of the Month Monthly investment and economic visual data insights
- Retirement How to Maximize spending/legacy in retirement
- Living Fully Aligning wealth with values for a life of purpose
- Investing Investing insights
- Taxes Tax tips and strategies
- Business Succession Insights on Business Succession Planning
- Additional Financial Topics Other financial planning topics
October 2, 2025
Is Your Stock Manager Any Good? Equity Factors Can Tell You
September 25, 2025
Qualified Charitable Distributions: Tax-Smart Giving
September 4, 2025
Is Leverage Risky?
August 28, 2025
Social Security Retirement Benefits: What You Need to Know
August 20, 2025
A Quick Primer on Reinsurance
August 14, 2025
Living Fully with Florence Gibson: Traveling the World
July 23, 2025
Liability Insurance: Protecting Your Assets
July 16, 2025
Understanding the Big Beautiful Bill
July 14, 2025
Life Insurance: Why it Matters
June 30, 2025
Estate Planning: The Foundation of Your Legacy
April 16, 2025
Wills and Beneficiaries: What You Need to Know
February 12, 2025
6 Financially Smart Ways to Start 2025
February 10, 2025
Living Fully: An Introduction to New Blog Series on Wealth and Purpose
February 5, 2025
Living Fully, Beyond Wealth: Aligning Your Money with Your Purpose
January 14, 2025
2025 Investment Predictions: Economic and Market Trends
November 21, 2024
Part 6: Beyond Wealth | A Journey to Fulfillment
November 19, 2024
Trump's Potential Tax Proposals: What You Need to Know
November 7, 2024
Part 5: Case Studies on Enhancing Your Retirement
November 5, 2024
Maximize Your Savings: 529 to Roth IRA Conversions Explained
October 29, 2024
Investing is Hard: Even if You Know the Future
September 25, 2024
Part 1: Are Traditional Financial Models Limiting Your Retirement?
September 23, 2024
Future-Proof Your Education Costs: 529 Savings Plan Explained
September 17, 2024
Introduction: What Makes a Financial Plan...Better?
August 28, 2024
Inherited IRAs: Understanding the Latest IRS Guidelines
August 1, 2024
Advisor Spotlight: Mateo's Trip to Spain
July 24, 2024
A Summary of the Tax Cuts and Jobs Act (TCJA)
June 26, 2024
Election Concerns
April 4, 2024
The History of Social Security
March 14, 2024
Government Debt Explained: Contextualizing $34 Trillion
February 14, 2024
Learning to Accept Uncertainty
January 26, 2024
10 Predictions for 2024
January 5, 2024
Christmas in Europe
December 11, 2023
Redefining the Narrative: The Brighter Side of Financial News
December 1, 2023
2024 SECURE Act 2.0 Changes
November 1, 2023
