WJBlog
2025 Investment Predictions: Economic and Market Trends
It’s forecasting time around the investment industry, and last year I took a stab at predicting what would happen to ...
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 ...
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 ...
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 ...
Part 1: Are Traditional Financial Models Limiting Your Retirement?
Discover how traditional financial models may be holding you back. In this first part of a series, we explore the ...
Introduction: What Makes a Financial Plan...Better?
A financial plan is a personalized roadmap that outlines your financial goals, and the strategies to achieve them. ...
2024 Market Recap: A Look at Key Asset Class Performances
We’re almost 2/3rds through the year, and until recently, it’s been a pleasant year in markets. Below is the ...
Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk
We recently recorded a presentation explaining how some simple modifications to client’s current financial plans can ...
