WJBlog
Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk
We recently recorded a presentation explaining how some simple modifications to client’s current financial plans can ...
The History of Social Security
In August 1935, Franklin D. Roosevelt signed the Social Security Act into law, establishing a financial safety net for ...
Government Debt Explained: Contextualizing $34 Trillion
As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s crucial to approach ...
Learning to Accept Uncertainty
Benjamin Franklin has a frequently referenced quote, “The only certainties in life are Death and Taxes,” which is a ...
10 Predictions for 2024
“It’s tough to make predictions, especially about the future.” – Yogi Berra Around now is the time we at WJ are ...
Christmas in Europe
This past December, my wife and I decided to embark on a trip to the infamous Christmas markets in western Europe. Our ...
The Ongoing Story: Inflation and the Federal Reserve
As 2023 wraps up, we discuss what has happened this year and what we expect in 2024 in this WJNotes. We also describe ...
Redefining the Narrative: The Brighter Side of Financial News
If you haven’t already, please read the first part of this series which discusses how today’s news presentation leads ...
2024 SECURE Act 2.0 Changes
Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax ...
Bundling for the New Year
As the holiday season rapidly approaches, many of us are considering bundled gift ideas for our loved ones. During the ...
