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 ...

WJ Charts of the Month - March 2025

Brandon Arns April 09, 2025

Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...

Navigating Market Uncertainty Together

Jared Jameson April 07, 2025

There’s a lot in the headlines lately. Talk of tariffs, trade wars, and market declines. For many, it’s cause for ...

The Beginning of a New Era? Why Valuation Matters More than Ever

Brandon Arns April 03, 2025

Which house is cheaper: the one that costs $200k or $1 million? It seems simple enough, right? But before you answer, ...

Living Fully: Embarking on Luxury Adventures with the Ritz Carlton Yacht

Ashley Cornner-Patel March 10, 2025

We are excited to debut a new blog series, Living Fully, where we will explore ways to enjoy life to the fullest. ...

WJ Charts of the Month - February 2025

Brandon Arns March 06, 2025

Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...

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 ...

Living Fully: An Introduction to New Blog Series on Wealth and Purpose

Ashley Cornner-Patel February 10, 2025

WJ Interests is redefining how we manage wealth, focusing not just on numbers and financial plans but on what truly ...