Insights
WJ Charts of the Month - January 2025
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Living Fully, Beyond Wealth: Aligning Your Money with Your Purpose
Imagine you're at the end of your life, surrounded by loved ones. What stories do you want them to tell about you? What ...
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 ...
2025 Investment Predictions: Economic and Market Trends
It’s forecasting time around the investment industry, and last year I took a stab at predicting what would happen to ...
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 ...
