WJBlog
Evolving Portfolio Benchmarks: Changes Coming in 2025
Celebrate! 2024 will likely (there are a couple of weeks left) be a banner year in investment markets. But instead of ...
Supercharge Your Retirement: IRS Boosts 401(k) Catch-Up Contributions
As we approach 2025, a game-changing opportunity is on the horizon for those nearing retirement. The IRS, as part of ...
Part 6: Beyond Wealth | A Journey to Fulfillment
As we come to the final part of this series, it’s important to take a step back from all the strategies and numbers and ...
Trump's Potential Tax Proposals: What You Need to Know
As we look ahead to President-elect Donald Trump's second term, many are asking, What are Trump’s tax changes for 2025? ...
Part 5: Case Studies on Enhancing Your Retirement
Now that we’ve touched on the various strategies and concepts that make a plan “better,” let’s apply them with some ...
Maximize Your Savings: 529 to Roth IRA Conversions Explained
In our last post about college planning, we explored the advantages of 529 savings plans for education costs. But what ...
Investing is Hard: Even if You Know the Future
What if you had access to tomorrow's Wall Street Journal today? What if you knew the inflation data a day before ...
Part 4: The Bucket Approach to Retirement: Aligning Investments with Your Needs
This is the fourth part in a series of posts that discuss strategies to make retirement plans “better.” If you haven’t ...
Part 3: Is 50% Probability of Success Risky? Reframing Risk with Flexible Spending in Retirement
This is the third part in a series of posts that discuss strategies to make retirement plans “better.” If you haven’t ...
Part 2: Boost Retirement Spending and Your Legacy with Smart Portfolio Adjustments
This is the second part in a series of posts that discuss strategies to make retirement plans better. If you haven’t ...
