Insights
Support Students & the Future Workforce with Affordable Services
At WJ Interests, we take pride in supporting local businesses and education programs that strengthen our community. I ...
6 Financially Smart Ways to Start 2025
Now that we are in 2025, it's time to revisit your financial strategy and position yourself for a successful year ...
Medicare's $2,000 Cap in 2025: A Game-Changer for Prescription Drug Affordability
As we start 2025, Medicare beneficiaries have a reason to celebrate beyond the usual New Year's festivities. Starting ...
Social Security Fairness Act: A Win for Retirees Across the Nation
The start of 2025 brings fantastic news for millions of public servants, including teachers, police officers, and ...
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 ...
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? ...
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 ...
Future-Proof Your Education Costs: 529 Savings Plan Explained
Saving for education has always been a priority for many families, and a 529 savings plan can be a powerful tool in ...
Inherited IRAs: Understanding the Latest IRS Guidelines
Recently, the IRS confirmed the requirements for beneficiaries to take RMDs from inherited IRAs. One of the biggest ...
Advisor Spotlight: Mateo's Trip to Spain
At WJ Interests, we pride ourselves on not just providing financial planning services in the Houston area, but also ...
