WJBlog
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. ...
WJ Charts of the Month - August 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
WJ Charts of the Month - July 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
WJ Charts of the Month - June 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
WJ Charts of the Month - May 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
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 ...
Government Debt Explained: Contextualizing $34 Trillion
As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s crucial to approach ...
10 Predictions for 2024
“It’s tough to make predictions, especially about the future.” – Yogi Berra Around now is the time we at WJ are ...
