<?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 00:14:55 GMT</lastBuildDate><atom:link href="https://incomeworksllc.com/blog/feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Your Estate Plan Just Got an Upgrade: Here's What to Do Now ]]></title><description><![CDATA[High-net-worth families should revisit estate plans after OBBBA raised the federal estate and gift tax exemption to $15 million per person in 2026. ]]></description><link>https://incomeworksllc.com/blog/your-estate-plan-just-got-an-upgrade-heres-what-to-do-now</link><guid isPermaLink="false">6a2c36ba4995dea343453750</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Thu, 25 Jun 2026 10:53:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZTPk_hvi4MFC/obbba-estate-plan-upgrade-2026.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate 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/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><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-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[Beyond "Giving Tuesday": Charitable Giving Strategies for Maximum Impact and Tax Benefits]]></title><description><![CDATA[While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.  ]]></description><link>https://incomeworksllc.com/blog/beyond-giving-tuesday-charitable-giving-strategies-for-maximum-impact-and-tax-benefits</link><guid isPermaLink="false">69092271044c3f39e5d819ac</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sun, 02 Nov 2025 08:36:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/oNrBm1vqYJ6/Banner_beyond-giving-tuesday-charitable-giving-strategies-for-maximum-impact-and-tax-benefits.png"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><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[Tax-Efficient Ways to Show Gratitude Through Charitable Giving]]></title><description><![CDATA[As we enter the season of gratitude and giving, Giving Tuesday offers a wonderful opportunity to reflect on our blessings and pay it forward through charitable donations.]]></description><link>https://incomeworksllc.com/blog/tax-efficient-ways-to-show-gratitude-through-charitable-giving</link><guid isPermaLink="false">67117e2db955a5536057f744</guid><category><![CDATA[Charitable Giving]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 29 Nov 2024 08:58:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YAc9Uy9QGlN/Tax-Efficient-Ways.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><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[Investing in “Wellth” Yields Immeasurable Returns]]></title><description><![CDATA[We believe that living a truly rich life doesn’t come just from building wealth, but by spreading “wellth” as well.]]></description><link>https://incomeworksllc.com/blog/investing-in-wellth-yields-immeasurable-returns</link><guid isPermaLink="false">6549dae683681f9f08e7ecf5</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[By Kate Pitts]]></category><pubDate>Fri, 22 Dec 2023 09:10:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YVvPn7hFJQ/banner-giving-back.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/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/by-kate-pitts" slug="by-kate-pitts" name="By Kate Pitts"/></item><item><title><![CDATA[How to Give More and Pay Less This Holiday Season Through Year-End Donations]]></title><description><![CDATA[As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.]]></description><link>https://incomeworksllc.com/blog/how-to-give-more-and-pay-less-this-holiday-season-through-year-end-donations</link><guid isPermaLink="false">6511adcb33a6e5b1c011dd2a</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 06 Dec 2023 10:45:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HmhgyfJ-oFH/banner-charitable-giving-strategies.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/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Top End-of-the-Year Financial Moves for 2023]]></title><description><![CDATA[Here are some things you might consider before saying goodbye to 2023.]]></description><link>https://incomeworksllc.com/blog/top-end-of-the-year-financial-moves-for-2023</link><guid isPermaLink="false">6511b5bf21d48cd502fb2140</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 Jim Zahansky]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Fri, 10 Nov 2023 09:10:50 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/d5Se5cmCdbi/banner-2023-end-of-year-money-moves.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-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><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></channel></rss>