Insights

Maximizing Retirement Savings with Cash Balance Pension Plans for the Self-Employed

Mateo Salmeron April 23, 2025

Cash Balance Pension Plans are gaining traction among self-employed professionals seeking to maximize their retirement ...

Wills and Beneficiaries: What You Need to Know

Mateo Salmeron April 16, 2025

When most people think about estate planning, the first thing that comes to mind is a Will. And for good reason: a Will ...

Support Students & the Future Workforce with Affordable Services

Mateo Salmeron March 03, 2025

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

Mateo Salmeron February 12, 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

Mateo Salmeron January 21, 2025

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

Mateo Salmeron January 06, 2025

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

Mateo Salmeron December 03, 2024

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

Mateo Salmeron November 19, 2024

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

Mateo Salmeron November 05, 2024

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

Mateo Salmeron September 23, 2024

Saving for education has always been a priority for many families, and a 529 savings plan can be a powerful tool in ...