Insights
WJ Charts of the Month - December 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
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 ...
Evolving Portfolio Benchmarks: Changes Coming in 2025
Celebrate! 2024 will likely (there are a couple of weeks left) be a banner year in investment markets. But instead of ...
WJ Charts of the Month - November 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
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 ...
Part 6: Beyond Wealth | A Journey to Fulfillment
As we come to the final part of this series, it’s important to take a step back from all the strategies and numbers and ...
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? ...
WJ Charts of the Month - October 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Part 5: Case Studies on Enhancing Your Retirement
Now that we’ve touched on the various strategies and concepts that make a plan “better,” let’s apply them with some ...
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 ...
