<?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[Social Security’s 2027 COLA Announced: 6 Things to Know for Retirees and Pre-Retirees]]></title><description><![CDATA[What does Social Security’s 2027 COLA mean for your retirement income? A look at the real value after Medicare, why COLAs trail retirees’ costs, and the claiming decisions that matter more. ]]></description><link>https://incomeworksllc.com/blog/social-securitys-2027-cola-announced-6-things-to-know-for-retirees-and-pre-retirees</link><guid isPermaLink="false">6adb760ffd5c0f0326435a20</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Retirement Income]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Thu, 05 Nov 2026 08:09:28 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/uymqNxolA/WHZ-2026-10-banners-3.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/retirement-income" slug="retirement-income" name="Retirement Income"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[How Financial Stress Affects Your Well-Being (and What to Do About It) ]]></title><description><![CDATA[Financial stress affects more than 60% of adults and shows up in sleep, mood, and health. Learn what research says about reducing it, plus five habits that help.]]></description><link>https://incomeworksllc.com/blog/how-financial-stress-affects-your-well-being-and-what-to-do-about-it</link><guid isPermaLink="false">6ab55a21672fc509378adcce</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Fri, 09 Oct 2026 08:10:19 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VRcqACNj01ph/How-Financial-Stress-Affects-Well-Being-and-What-to-Do-About-It.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/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[5 Things to Check in Your Executive Compensation Package in 2026 ]]></title><description><![CDATA[See how OBBBA’s tax changes could affect executive compensation, stock option timing, SALT deductions, and deferred compensation planning. Use this checklist to identify which strategies and agreements may need a fresh review.]]></description><link>https://incomeworksllc.com/blog/5-things-to-check-in-your-executive-compensation-package-in-2026</link><guid isPermaLink="false">6a550d28c89f4d923d6b5a5f</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 12 Aug 2026 08:11:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/FiTgcmierHO6/WHZ-2026-08-banners-2.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><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-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Three Powerful Mid-Year Financial Moves for Executives ]]></title><description><![CDATA[Executive compensation planning can significantly impact your tax strategy. Learn how mid-year adjustments can help high-income earners better plan for taxes, bonuses, and Roth conversions. ]]></description><link>https://incomeworksllc.com/blog/three-powerful-mid-year-financial-moves-for-executives</link><guid isPermaLink="false">6a19d050fd229f434c2a54b6</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Fri, 29 May 2026 08:12:17 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-MM0f6MMDu8c/powerful-midyear-moves-for-executives.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><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-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs]]></title><description><![CDATA[Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term.]]></description><link>https://incomeworksllc.com/blog/the-missing-link-in-generational-wealth-teaching-financial-literacy-to-heirs</link><guid isPermaLink="false">69efb477d84e53ab2a33d3dd</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Inheritance]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 29 Apr 2026 08:12:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-gSrJu1W-RGb/banner-teaching-financial-literacy-to-heirs-the-missing-link-in-generational-wealth.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-literacy" slug="financial-literacy" name="Financial Literacy"/><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"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Estimated Taxes in 2026: What Business Owners Should Adjust After April 15  ]]></title><description><![CDATA[For many business owners, April 15 can feel like the finish line of tax season. But in reality, it’s only the beginning of the next tax cycle; especially if you’re responsible for paying quarterly estimated taxes. As we move into the 2026 tax year, our team at WHZ is advising our business owner clients to pay attention to several policy changes, new compliance expectations, and shifting income dynamics.    ]]></description><link>https://incomeworksllc.com/blog/estimated-taxes-in-2026-what-business-owners-should-adjust-after-april-15</link><guid isPermaLink="false">69c18b16e34e5e0608be5557</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 15 Apr 2026 08:13:04 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EZHgw1xhBFE2/quarterly-tax-adjustments.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><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-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Alternative Investments: Are They Right for “Next Generation” High Net Worth Investors? ]]></title><description><![CDATA[Should investors be adding more alternative investments to their portfolios? What to consider as you determine what's right for your specific financial goals.]]></description><link>https://incomeworksllc.com/blog/alternative-investments-are-they-right-for-next-generation-high-net-worth-investors</link><guid isPermaLink="false">699b6df4436e41be414032ae</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 18 Feb 2026 08:17:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/i3a8Sb9qgvvL/banner-alternative-investments-are-they-right-forNext-Generation-HNW-Investors.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/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-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[How to Reduce Your 2026 Tax Bill — and Put Your Money to Better Use]]></title><description><![CDATA[Learn nine ways to pay less at tax time, and put that money to work in your financial plan instead.]]></description><link>https://incomeworksllc.com/blog/how-to-reduce-your-2026-tax-bill-and-put-your-money-to-better-use</link><guid isPermaLink="false">6970e8b7f45de868d3a3c278</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Mon, 26 Jan 2026 08:18:21 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/B0lCH2QMqlih/banner-how-to-maximize-your-2026-tax-refund.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/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-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Smart Tax Planning for High Earners in 2026 ]]></title><description><![CDATA[As we begin 2026, high earners are entering one of the most consequential tax years in more than a decade. The Tax Cuts and Jobs Act (TCJA) individual tax provisions officially expired on December 31, 2025, and Congress did not pass legislation to extend or modify those rules. Despite substantial debate throughout 2025 – and speculation that the Omnibus Budget and Border Security Act (OBBBA) or subsequent bills might carry extensions – no federal law ultimately altered the scheduled sunset. ]]></description><link>https://incomeworksllc.com/blog/smart-tax-planning-for-high-earners-in-2026</link><guid isPermaLink="false">695415d5724e60f4adcf1183</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Tue, 30 Dec 2025 08:24:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/5lzIZEz1WO7/Banner_smart-tax-planning-for-high-earners-in-2026.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/tax-planning" slug="tax-planning" name="Tax Planning"/><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/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item></channel></rss>