With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. In this episode, WHZ Managing Partner, Advisory Leisl Langevin shares what to know and do right now.

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WHZ Senior Partner, Chief Strategist Jim Zahansky shares six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.

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The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z. In this episode of You & Your Money, WHZ's Jonathan Mathews shares how.

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Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Our VP, Associate Financial Advisor Holly C. Wanegar, CFP® shares what to know (and do) to keep your credit score healthy.

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Get the latest insights on how the financial markets are performing from WHZ's VP, Associate Financial Advisor Holly C. Wanegar, CFP®.

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Healthcare costs have become one of the biggest wild cards in retirement planning. While you're diligently saving for your golden years, medical expenses are quietly working against you, threatening to derail even the most carefully crafted retirement plans. In this episode, WHZ's Jonathan Mathews shares what you can do to protect your health and wealth during retirement.

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Concerns about tariffs, wars, deficits, stock valuations and Chinese tech competition sent stocks swooning at various points this year. And yet earnings continued to improve, overcoming a wall of worry and ascending to new heights despite a long list of scary news headlines. But how?

In this episode, WHZ's Jim Zahansky, AWMA® takes stock of how the markets have managed to push past all these worries and hit record levels recently.

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Get the latest insights on how the markets are performing from WHZ Senior Partner, Chief Strategist Jim Zahansky, AWMA®.

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