<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:media="http://search.yahoo.com/mrss/" xmlns:post="http://www.twentyoverten.com"><channel><title><![CDATA[WHZ Strategic Wealth Advisors]]></title><description><![CDATA[At WHZ Strategic Wealth Advisors, our advisors have a wealth of knowledge, and they're sharing it all the time, right here on our blog. Dive in and get the information and insights you need now.]]></description><link>https://incomeworksllc.com</link><generator>RSS for Node</generator><lastBuildDate>Sat, 14 Nov 2026 00:14:58 GMT</lastBuildDate><atom:link href="https://incomeworksllc.com/blog/feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Political Unrest & Market Trends: What Can History Tell Us?]]></title><description><![CDATA[What can history tell us about how financial markets respond to troubling times? WHZ's Laurence Hale shares insights that could shed light on today's market fluctuations.]]></description><link>https://incomeworksllc.com/blog/political-unrest-and-market-trends-what-can-history-tell-us</link><guid isPermaLink="false">698c8e7822a8f7f280183463</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 13 Feb 2026 08:17:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/jgJi6u5WPRzt/banner-political-unrest-and-financial-markets.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors’ Team Recognized as 2025 Five Star Wealth Managers ]]></title><description><![CDATA[WHZ's Jim Zahansky, Laurence Hale, and Leisl L. Langevin have once again been named Five Star Wealth Managers by Connecticut Magazine and Five Star Professional. ]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-team-recognized-as-2025-five-star-wealth-managers</link><guid isPermaLink="false">695c3b85bab2fc4c2e2a335c</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 20 Jan 2026 08:18:28 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/aK39NTlklxrV/banner_WHZ-5-Star-Wealth-Managers-2025.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Are We Too Concentrated on AI?]]></title><description><![CDATA[The excitement surrounding artificial intelligence (AI) lit a fire under stocks last year as we learned how AI would help us work faster, turn words into pictures, and shop on our behalf.  

Investors are optimistic that AI-related stocks will continue to surge on further adoption by individuals and corporations. The advent of AI has helped to propel the bull market, which started in October 2022. Since then, the S&P 500 Information Technology sector has increased by an astounding 181.7%.]]></description><link>https://incomeworksllc.com/blog/are-we-too-concentrated-on-ai</link><guid isPermaLink="false">69531f5334a51ee1f9142e43</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 25 Dec 2025 08:27:37 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/jT_PxZDzvT0/Banner_are-we-too-concentrated-on-ai.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[2025 Financial Year in Review and The 2026 Market Outlook]]></title><description><![CDATA[WHZ's senior partners provide a review of the key market trends, economic events, and financial planning lessons from 2025, and what they mean for investors heading into 2026.]]></description><link>https://incomeworksllc.com/blog/2025-financial-year-in-review-and-the-2026-market-outlook</link><guid isPermaLink="false">6952aad1e5be83dd53981afc</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 17 Dec 2025 08:27:43 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RzWHgNnacbB/2025-financial-year-in-review-2026-market-outlook.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Investment Portfolio Performance: Looking Beyond the Shutdown]]></title><description><![CDATA[When faced with the looming threat of a potentially disastrous Thanksgiving holiday travel period, US senators finally reached a compromise to reopen the government on November 12th. Republican Senate leaders agreed to vote by mid-December on a Democratic bill to extend the Affordable Care Act subsidies and seven Democratic senators and one Independent crossed the aisle and agreed to vote for the Senate’s government funding bill.]]></description><link>https://incomeworksllc.com/blog/investment-portfolio-performance-looking-beyond-the-shutdown</link><guid isPermaLink="false">69274adaaac16b6b51f8eba3</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Wed, 05 Nov 2025 08:36:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IYL86_d8xS9/Banner_investment-portfolio-performance-looking-beyond-the-shutdown.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[What Lower Interest Rates Could Mean for Markets and Your Wallet]]></title><description><![CDATA[October began with investors focused on the Federal Reserve’s latest shift in policy. After four rate cuts since 2024, the Federal Reserve has lowered its benchmark short-term rate to 4.0%–4.25%, balancing the need to support a changing job market while continuing to battle inflation that remains above its 2% target. ]]></description><link>https://incomeworksllc.com/blog/what-lower-interest-rates-could-mean-for-markets-and-your-wallet</link><guid isPermaLink="false">68eea4d057f6f836e9bb9eaa</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Budgeting]]></category><pubDate>Tue, 14 Oct 2025 08:37:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/4phJrHmJHaS/Banner_what-lower-interest-rates-could-mean-for-markets-and-your-wallet.png"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/budgeting" slug="budgeting" name="Budgeting"/></item><item><title><![CDATA[The Cost of Growing Old: What to Know Now to Be Prepared ]]></title><description><![CDATA[Aging comes with significant financial and lifestyle considerations. From healthcare to long-term care, estate planning and more, here are the essential steps to take now so that you're well cared for later.]]></description><link>https://incomeworksllc.com/blog/the-cost-of-growing-old-what-to-know-now-to-be-prepared</link><guid isPermaLink="false">68d9a741c38a009d78e3c05c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 30 Sep 2025 08:37:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/1VIAlztYU8k/banner-cost-of-growing-old.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Why Q4 Investment Portfolio Positioning Matters More Than Ever]]></title><description><![CDATA[September is often a tough month for investors. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty. Here's why investors should review their portfolios now.     ]]></description><link>https://incomeworksllc.com/blog/why-q4-investment-portfolio-positioning-matters-more-than-ever</link><guid isPermaLink="false">68d2cf883d174c1b07b1c853</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Mon, 22 Sep 2025 08:37:58 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VPXewICTQ4-/banner-Q4-portfolio-positioning.svg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Key Impacts of the Big, Beautiful Bill Act]]></title><description><![CDATA[The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.     ]]></description><link>https://incomeworksllc.com/blog/key-impacts-of-the-big-beautiful-bill-act</link><guid isPermaLink="false">68925a811d996ca6deabed96</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 05 Aug 2025 08:46:20 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/shKnE7TmMXd/banner_BBBA.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Stocks Conquer a Wall of Worries  ]]></title><description><![CDATA[The stock market has climbed a wall of worry this year, ascending to new heights despite a long list of scary news headlines.]]></description><link>https://incomeworksllc.com/blog/stocks-conquer-a-wall-of-worries</link><guid isPermaLink="false">686ffcbb4a01b854ca3e0910</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 24 Jul 2025 08:46:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/O5I5szTFFfx/banner-executive-tax-tips-2025.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Examining the President’s “Big, Beautiful Bill” ]]></title><description><![CDATA[The Republican-controlled House of Representatives has passed a huge piece of legislation that extends tax cuts from President Trump’s first term and layers on additional tax cuts and benefits for consumers. ]]></description><link>https://incomeworksllc.com/blog/examining-the-presidents-big-beautiful-bill</link><guid isPermaLink="false">68546c26fef5217119b7db13</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 19 Jun 2025 08:56:31 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/yWh8-d1loka/Avoiding-scams.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Riding the Tariff Rollercoaster ]]></title><description><![CDATA[The details surrounding President Trump’s proposed tariffs are changing so rapidly it’s tough to keep track of what products from which countries will face levies. This unsettled environment has sent the S&P 500 lurching from gains to losses.]]></description><link>https://incomeworksllc.com/blog/riding-the-tariff-rollercoaster</link><guid isPermaLink="false">681e3555c73f24f9e827b54b</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 09 May 2025 08:56:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZuW3kHS9UqE/Avoiding-scams.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Financial Impacts of Trump’s First 60 Days in Office ]]></title><description><![CDATA[From tarriffs to tax policy, President Trump has hit the ground running on enacting sweeping changes in his second term. Here's how it's impacted markets and wallets thus far.]]></description><link>https://incomeworksllc.com/blog/financial-impacts-of-trumps-first-60-days-in-office</link><guid isPermaLink="false">67e5aea475c49b70f3066017</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 15 Apr 2025 08:57:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/bksGciuSqQa/Avoiding-scams-3.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[2025 Retirement Planning Tips: Make the Most of New Opportunities ]]></title><description><![CDATA[This year offers some significant new opportunities to save more for retirement – here's how to make the most of them in your retirement planning strategy. ]]></description><link>https://incomeworksllc.com/blog/2025-retirement-planning-tips-make-the-most-of-new-opportunities</link><guid isPermaLink="false">67e5ac013d9c63fe2f657a27</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 11 Apr 2025 08:57:20 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/5dp09Ezsw70/banner-opportunity.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Financial Impacts if Trump Extends the Tax Cuts and Jobs Act ]]></title><description><![CDATA[The Tax Cuts and Jobs Act (TCJA) of 2017 enacted many significant changes that lowered tax rates for both businesses and individuals. But unless actions are taken, those changes are set to expire this year.]]></description><link>https://incomeworksllc.com/blog/financial-impacts-if-trump-extends-the-tax-cuts-and-jobs-act</link><guid isPermaLink="false">67a393be896cd319a4fcf177</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 25 Feb 2025 08:57:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/aRLj5Rs-c5E/Tax-Efficient-Ways.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors Among 8% of CT Wealth Management Entrants to Earn "Five Star Wealth Manager" Award]]></title><description><![CDATA[For the 11th consecutive year, all eligible WHZ advisors were recognized with the "Five Star Wealth Manager" award.]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-among-8-of-ct-wealth-management-entrants-to-earn-five-star-wealth-manager-award</link><guid isPermaLink="false">677d8f962aa1f90885bc576d</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 14 Jan 2025 08:58:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/pZNFLbz_Qco/WHZ-2024-Five-Star-Awardees.png"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[2025 Market & Economic Outlook: Maintaining Strategic Focus in a Shifting Landscape ]]></title><description><![CDATA[After two years of a strong bull market, 2025 begins on a positive note with investors optimistic about the future. The Federal Reserve is expected to continue cutting interest rates, though more slowly than they did last year. ]]></description><link>https://incomeworksllc.com/blog/2025-market-and-economic-outlook-maintaining-strategic-focus-in-a-shifting-landscape</link><guid isPermaLink="false">675c8c6e50442eb0421d55ef</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 20 Dec 2024 08:58:21 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HfQUYYsehfw/banner_kevin-le.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[2025 Is Here, And So Are These 3 Big Changes to Retirement Savings Rules ]]></title><description><![CDATA[The SECURE 2.0 Act continues to roll out significant changes to retirement savings rules, with 2025 bringing some of the most impactful updates yet – especially for those nearing retirement. ]]></description><link>https://incomeworksllc.com/blog/2025-is-here-and-so-are-these-3-big-changes-to-retirement-savings-rules</link><guid isPermaLink="false">675c85931a7a8aeabed9afa7</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 20 Dec 2024 08:58:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/dnrj4UcWUSh/banner_kevin-le.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[2024: A Year of Change for The Markets and Economy ]]></title><description><![CDATA[2024 will go into the history books as the year the recession never arrived. After the Federal Reserve raised interest rates sharply in 2023 to fight a post-pandemic spike in inflation, concerns grew early this year that economic growth would stall.]]></description><link>https://incomeworksllc.com/blog/2024-a-year-of-change-for-the-markets-and-economy</link><guid isPermaLink="false">6750888c0dfdeebbe4b17d94</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 13 Dec 2024 08:58:38 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Mv6sHUsLTIc/banner_kevin-le.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[What President-Elect Trump May Mean for Markets]]></title><description><![CDATA[After a contentious campaign season, former President Donald Trump has been elected the 47th president of the United States. ]]></description><link>https://incomeworksllc.com/blog/what-president-elect-trump-may-mean-for-markets</link><guid isPermaLink="false">6724fb1959b45138b3d190e6</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 07 Nov 2024 09:05:36 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/j6iJwe42ks8/Tax-Efficient-Ways-1.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Harris & Trump Lay Out Different Visions for the US Economy ]]></title><description><![CDATA[With only a few weeks remaining before the presidential election, former President Donald Trump and Vice President Kamala Harris have laid out how they plan to keep the economy growing. Many of their policies rely on tax breaks that curry favor with working-class Americans.]]></description><link>https://incomeworksllc.com/blog/harris-and-trump-lay-out-different-visions-for-the-us-economy</link><guid isPermaLink="false">6706a89649e7b92f29a75b22</guid><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 25 Oct 2024 09:05:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/oDx5ToA7fjX/banner_kevin-le.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Presidential Candidates On The Economy]]></title><description><![CDATA[Here’s a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.]]></description><link>https://incomeworksllc.com/blog/presidential-candidates-on-the-economy</link><guid isPermaLink="false">66ce3288dd9fbb4d4171d591</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 13 Sep 2024 09:06:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/S2IaeMU9tHT/presidential-candidates-on-economy.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Interest Rates Are Finally Falling – Here’s Why, And What May Happen As A Result]]></title><description><![CDATA[Curious about the recent shift in interest rates? Discover why the Federal Reserve is eyeing rate cuts and what it means for your wallet. From cheaper mortgages to potential stock market impacts, find out how this economic pivot could affect your financial future.]]></description><link>https://incomeworksllc.com/blog/interest-rates-are-finally-falling-heres-why-and-what-may-happen-as-a-result</link><guid isPermaLink="false">66c3d0d0852f9f03eab89975</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 30 Aug 2024 09:06:43 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/lXkhg_AReiR/Copy-of-WHZ-WEB-BANNER.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Receiving an Inheritance? Be Prepared for These Tax Implications]]></title><description><![CDATA[Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.]]></description><link>https://incomeworksllc.com/blog/receiving-an-inheritance-be-prepared-for-these-tax-implications</link><guid isPermaLink="false">6667393e014da4aad40526be</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Inheritance]]></category><pubDate>Thu, 18 Jul 2024 09:07:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/WE_dz2H6uQ0/banner-tax-implications-of-recieving-an-inheritance.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item><item><title><![CDATA[A Mid-Year Outlook on 2024 Interest Rates, Market Performance and More]]></title><description><![CDATA[Although it has been a record-breaking year in the stock markets, investors should take a moment to rebalance portfolios because future returns are never guaranteed. ]]></description><link>https://incomeworksllc.com/blog/a-mid-year-outlook-on-2024-interest-rates-market-performance</link><guid isPermaLink="false">66572a0318f90c0a99923e5a</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Wed, 19 Jun 2024 09:07:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/OFpKmwyUUtB/banner-mid-year-market-outlook.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Planning Your Retirement Lifestyle]]></title><description><![CDATA[Careful planning is required to ensure your retirement lifestyle fulfills your hopes and dreams for this new chapter. ]]></description><link>https://incomeworksllc.com/blog/planning-your-retirement-lifestyle</link><guid isPermaLink="false">6615c46fa66a80347b64f361</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Fri, 24 May 2024 09:07:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YN796dFhkrr/banner-planning-ret-lifestyle.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[Yes, It’s An Election Year – But Markets Don’t Play Politics]]></title><description><![CDATA[Learn why long-term investors are wise to tune out the political noise during election cycles.]]></description><link>https://incomeworksllc.com/blog/yes-its-an-election-year-but-markets-dont-play-politics</link><guid isPermaLink="false">6601f38f3e5e656aeecf874f</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 11 Apr 2024 09:08:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SCeEZ4LMZug/banner-markets-dont-play-politics.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Owe Taxes? Do This Before You File and Save]]></title><description><![CDATA[Before you pay your taxes this year, consider making a qualified retirement plan contribution. ]]></description><link>https://incomeworksllc.com/blog/owe-taxes-do-this-before-you-file-and-save</link><guid isPermaLink="false">65cd71be9f9ca488a8cbaa8c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 05 Mar 2024 09:08:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/7fP4nYkz7Ge/banner-owe-taxes-do-this-before-you-file.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Cryptocurrency and Your Estate Plan]]></title><link>https://incomeworksllc.com/blog/cryptocurrency-and-your-estate-plan</link><guid isPermaLink="false">65c9280d24f5a6a5e036c7d5</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Mon, 19 Feb 2024 09:09:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/0uR02-EWT7N/banner-cryptocurrency-estate-plan.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[10 Ways to Avoid Capital Gains Tax]]></title><description><![CDATA[While you can't completely avoid paying capital gains tax, here are 10 ways to reduce the amount you owe.  ]]></description><link>https://incomeworksllc.com/blog/10-ways-to-avoid-capital-gains-tax</link><guid isPermaLink="false">65aed5a63a5d3810dba8f601</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Inheritance]]></category><pubDate>Fri, 02 Feb 2024 09:09:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/1zEAJBL0GCG/banner-avoid-capital-gains-tax.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item><item><title><![CDATA[Interest Rates, Investments, and Innovation: A Look Ahead at 2024 ]]></title><description><![CDATA[Looking ahead, 2024 may have similarities and differences to 2023. Take a look into what 2024 may hold.  ]]></description><link>https://incomeworksllc.com/blog/interest-rates-investments-and-innovation-a-look-ahead-at-2024</link><guid isPermaLink="false">656e0c852724d48165254b7c</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 05 Jan 2024 09:10:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/aEbtIkEYlM/banner-investments-innovation-and-int-rates.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Wintering 101: Your Guide to Achieving Seasonal Living]]></title><description><![CDATA[Here's a four-step process for becoming a "snowbird" at any age.]]></description><link>https://incomeworksllc.com/blog/wintering-101-your-guide-to-achieving-seasonal-living</link><guid isPermaLink="false">65722f9286f67a09a84a5d01</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sat, 30 Dec 2023 09:10:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/6mqHNQtvuej/banner-seasonal-living.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[The Most Impactful Financial Changes of 2023]]></title><description><![CDATA[The team of financial advisors at WHZ shares their take on some of the most impactful changes and important developments they've seen in 2023.]]></description><link>https://incomeworksllc.com/blog/the-most-impactful-financial-changes-of-2023</link><guid isPermaLink="false">655ba0097d548047f11f32a5</guid><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 08 Dec 2023 09:10:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EG-kqfQ_TvI/banner-most-impactful-financial-changes-in-2023.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[The Pros and Cons of Rising Interest Rates, And Our Take on What May Come Next]]></title><description><![CDATA[Worried about the potential impacts of rising interest rates? Weigh the pros and cons and how they impact your financial strategy. ]]></description><link>https://incomeworksllc.com/blog/the-pros-and-cons-of-rising-interest-rates-and-our-take-on-what-may-come-next</link><guid isPermaLink="false">65306b432c1abeb7f2c6d29c</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sun, 05 Nov 2023 09:11:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HfJlPYeYeNF/banner-pros-and-cons-of-int-rates.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[How The Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement]]></title><description><![CDATA[Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?]]></description><link>https://incomeworksllc.com/blog/how-the-extension-on-roth-catch-up-contributions-could-totally-change-your-retirement</link><guid isPermaLink="false">63ae05091798a957659291a4</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Thu, 05 Oct 2023 09:11:22 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/9Hx9yf_zh70/banner-roth-catch-up.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[WHZ's Hale Elected Trustee for Connecticut’s Episcopal Church Donations and Bequests Board]]></title><description><![CDATA[“I’m really very honored and happy to take on this role...It’s the perfect opportunity to contribute my wealth management knowledge and skills to support the faith community and its various initiatives in service to the greater community,” Hale said. ]]></description><link>https://incomeworksllc.com/blog/whzs-hale-elected-trustee-for-connecticuts-episcopal-church-donations-and-bequests-board</link><guid isPermaLink="false">651ec2e75f537c7b2bd6d841</guid><category><![CDATA[Investing]]></category><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Charitable Giving]]></category><pubDate>Wed, 04 Oct 2023 09:11:32 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/yB7vft1qPI7/banner-Laurence-Hale.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/></item><item><title><![CDATA[Navigating the Ripple Effect: Federal Interest Rate Hikes and the Stock Market]]></title><description><![CDATA[Discover the potential impact of recent Federal Reserve interest rate hikes on your investment portfolio and retirement accounts.]]></description><link>https://incomeworksllc.com/blog/navigating-the-ripple-effect-federal-interest-rate-hikes-and-the-stock-market</link><guid isPermaLink="false">64cc07662dc94655731d162b</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 01 Sep 2023 09:12:30 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/mpVE34KLAdt/banner-federal-interest-rate-hikes-and-the-stock-market.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Why A Will Isn't Enough: A Guide To Establishing A Trust ]]></title><description><![CDATA[You don't have to have millions in the bank to benefit from establishing a trust. Find out more about this important legal tool and how it can benefit you. ]]></description><link>https://incomeworksllc.com/blog/why-a-will-isnt-enough-a-guide-to-establishing-a-trust</link><guid isPermaLink="false">63b7329662b3eddcc3581080</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 02 Aug 2023 09:12:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/nO9OtSt-ejG/banner-guide-to-trusts-for-estate-planning.png"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Worried About Your 401k and Other Investments? Learning About Systemic Risk Can Help]]></title><description><![CDATA[Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor.]]></description><link>https://incomeworksllc.com/blog/worried-about-your-401k-and-other-investments-learning-about-systemic-risk-can-help</link><guid isPermaLink="false">64356b65bad2f6fe9842e83d</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 22 Jun 2023 09:13:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/t19JOWrzbiv/banner-systemic-risk.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Estate Planning as an LGBTQ+ Couple: 6 Things to Consider]]></title><description><![CDATA[Many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.]]></description><link>https://incomeworksllc.com/blog/estate-planning-as-an-lgbtq-couple-6-things-to-consider</link><guid isPermaLink="false">643eb98906398dd4adf3981b</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sat, 03 Jun 2023 09:14:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/KXv14dfXUL/banner-lgbtq-estate-planning-1400-1000-px.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Retirement Strategy: Money & Longevity]]></title><description><![CDATA[Longevity is a major factor in your retirement strategy. Take a look at what you and your financial professional will want to consider.]]></description><link>https://incomeworksllc.com/blog/retirement-strategy-money-and-longevity</link><guid isPermaLink="false">63d86cf14c26a81c6f0a731b</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 02 Jun 2023 09:14:30 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/TCOPKOQHce/banner-retirement-strategy.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider]]></title><description><![CDATA[It's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider. ]]></description><link>https://incomeworksllc.com/blog/thinking-about-paying-off-your-childs-student-loans-5-things-to-consider</link><guid isPermaLink="false">63d8655c4c26a81c6f0a6e91</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sun, 30 Apr 2023 09:15:33 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/0QGFgcaxG7/1.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/college-planning" slug="college-planning" name="College Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth for Decades to Come]]></title><description><![CDATA[About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds. ]]></description><link>https://incomeworksllc.com/blog/generational-wealth-planning-guide-to-growing-and-protecting-your-wealth</link><guid isPermaLink="false">63b731c2a28119c9f9900b3c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Fri, 07 Apr 2023 09:15:39 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/QE9WZ8gItT/1.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[What the Silicon Valley Bank and Signature Bank Collapses Mean for You]]></title><description><![CDATA[You may have heard about the Silicon Valley Bank and Signature Bank collapses. Here's what it's all about, and our thoughts on what it could mean for the economy and your finances.]]></description><link>https://incomeworksllc.com/blog/what-the-silicon-valley-bank-and-signature-bank-collapses-mean-for-you</link><guid isPermaLink="false">640f991541faf2b65d2d432c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Tue, 14 Mar 2023 09:16:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IogNSHq6ld/banner-silicon-valley-signature-bank-collapse.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Why Women Need to Plan for Long-Term Care]]></title><description><![CDATA[Here's why (and how) women should be empowered to plan for their own care in the future, even while caring for others today.]]></description><link>https://incomeworksllc.com/blog/why-women-need-to-plan-for-long-term-care</link><guid isPermaLink="false">63d85f714c26a81c6f0a6a61</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Women]]></category><pubDate>Tue, 28 Feb 2023 09:16:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EugytcuUBm/banner-women-need-to-plan-for-long-term-health-care.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/insurance" slug="insurance" name="Insurance"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/></item><item><title><![CDATA[4 Steps BIPOC Millennials Can Take to Become Six-Figure Earners This Year]]></title><description><![CDATA[If you're looking to fill the gap between your current earnings and a six-figure income, here are some steps to take right away.]]></description><link>https://incomeworksllc.com/blog/4-steps-bipoc-millennials-can-take-to-become-six-figure-earners</link><guid isPermaLink="false">63d865ab4c26a81c6f0a6ec0</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Wed, 22 Feb 2023 09:16:55 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Wkag-JUC_S/banner-4-steps-bipoc-millennials-can-take.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[How to Protect Yourself from Tax Identity Theft]]></title><description><![CDATA[As of December 2022 the IRS had 2.9 million identity theft cases in its inventory.  Here's how to avoid becoming one of them.]]></description><link>https://incomeworksllc.com/blog/how-to-protect-yourself-from-tax-identity-theft</link><guid isPermaLink="false">63dd6232ecb44643f9945634</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 02 Feb 2023 09:17:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/4mL6esVys3/banner-tax-identity-theft.png"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[5 Myths About Generational Wealth You've Likely Heard]]></title><description><![CDATA[Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.]]></description><link>https://incomeworksllc.com/blog/5-myths-about-generational-wealth-youve-likely-heard</link><guid isPermaLink="false">6356bf464c4bb08889122bc0</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Mon, 02 Jan 2023 09:18:07 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/feature_x-myths-about-generational-wealth-youve-likely-heard.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item></channel></rss>