WJBlog
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 ...
The $889,914 Question: Succession Planning Insights from Connelly v. United States
A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for ...
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 ...
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. ...
Unlocking Growth Potential: Introducing Enhanced Growth Portfolio Strategy
At WJ, perhaps our most important investment principle is that diversification works. That might seem obvious or even ...
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 ...
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 ...
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 ...
