<?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 00:14:56 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[Graduation Season: Financial Gifts, 529 Plans, and Early Investing Strategies]]></title><description><![CDATA[Graduation is the perfect time to build financial habits that last a lifetime. Explore smart financial gifts like Roth IRAs, 529 plans, and early investing strategies to set graduates up for long-term success.]]></description><link>https://incomeworksllc.com/blog/graduation-season-financial-gifts-529-plans-and-early-investing-strategies</link><guid isPermaLink="false">69f0ccc2b29d86b46e9ce344</guid><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Tue, 05 May 2026 08:12:39 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qUjYl61_3S6f/banner-graduation-season-financial-gifts-529s-and-early-investing-strategies.jpg"/><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/high-net-worth" slug="high-net-worth" name="High Net Worth"/><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[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[Why Some Investors Aren’t Loving Their Financial Advisors Any Longer — and What They’re Switching To Instead  ]]></title><description><![CDATA[For decades, the typical financial advisor relationship followed a familiar pattern: periodic performance reviews, portfolio updates, and a heavy emphasis on market returns. For a long time, that was enough for many people. We’ve never considered it enough at WHZ Strategic Wealth Advisors and today, many investors don’t either. 
 
The financial lives of individuals and families have become more complex, and many advisors simply haven’t kept pace. Here’s where many financial advisory and wealth management firms may be falling short, and what you as a client should be looking for instead. ]]></description><link>https://incomeworksllc.com/blog/why-some-investors-arent-loving-their-financial-advisors-any-longer-and-what-theyre-switching-to-instead</link><guid isPermaLink="false">697bf86d14770ce1d2f38e5b</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 Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Thu, 29 Jan 2026 08:18:12 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/an-UYKCRMTsi/banner-why-some-investors-arent-loving-their-financial-advisors-any-longer.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/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-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></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><item><title><![CDATA[Your Guide to Hosting a Successful Financial Family Meeting]]></title><description><![CDATA[It was a bright autumn afternoon when the Henderson family gathered for their first formal family meeting. Three generations sat around the table—grandparents, parents, and adult grandchildren. At first, there was hesitation. Would the meeting feel forced? Would long standing differences bubble up? But as the conversation unfolded, something shifted. The grandparents spoke about the values that had guided them in building their wealth, the parents shared hopes for philanthropy, and the grandchildren offered fresh perspectives on the family’s role in the community. By the end of the day, the family left not only with a clear set of goals, but also with a renewed sense of connection.]]></description><link>https://incomeworksllc.com/blog/your-guide-to-hosting-a-successful-financial-family-meeting</link><guid isPermaLink="false">692755b59be78e90b9bd1f0c</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[High Net Worth]]></category><category><![CDATA[Inheritance]]></category><pubDate>Thu, 20 Nov 2025 08:27:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IHJ_JUUQycY/Banner_The-Power-of-Coming-Together-Your-Guide-to-Hosting-a-Successful-Multigenerational-Family-Meeting.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/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/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[Tax Planning Strategies High Earners Should Consider ]]></title><description><![CDATA[Reaching six figures is no easy feat. If you're one of the hard-working few who has made it to this milestone, give yourself a pat on the back. ]]></description><link>https://incomeworksllc.com/blog/tax-planning-strategies-high-earners-should-consider</link><guid isPermaLink="false">67c60998b252941cc459fe1b</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Fri, 07 Mar 2025 10:49:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VyL-p_pEAjf/Avoiding-scams.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/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[3 Ways Business Owners Can Maximize Generational Wealth]]></title><description><![CDATA[Here are three powerful and sophisticated estate planning strategies that can help you maximize the transfer of generational wealth. ]]></description><link>https://incomeworksllc.com/blog/3-ways-business-owners-can-maximize-generational-wealth</link><guid isPermaLink="false">66e9fe43a0c1f04d4fe1626e</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Fri, 11 Oct 2024 09:06:02 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/smDd5pOkgJq/Banner-3-ways-business-owners-can-maximize-generational-wealth.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/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/business-succession-planning" slug="business-succession-planning" name="Business Succession 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/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Are You an Executive? What You Should Know About Navigating Tax Laws and Retirement Planning]]></title><description><![CDATA[Are you an executive? These strategies for maximizing wealth and minimizing taxes are tailored specifically for you.]]></description><link>https://incomeworksllc.com/blog/are-you-an-executive-what-you-should-know-about-navigating-tax-laws-and-retirement-planning</link><guid isPermaLink="false">66ba5bbcee585ff8298047db</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Fri, 20 Sep 2024 09:06:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ENoPLs4dn6D/Banner-Executive-retirement-planning-and-tax-laws.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/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-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></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[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[Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know]]></title><description><![CDATA[Around 20% of Americans provide custodial care to a loved one. Here's the financial toll it can take, and what other options your loved ones may have.]]></description><link>https://incomeworksllc.com/blog/family-caregivers-deserve-recognition-surprising-stats-everyone-should-know</link><guid isPermaLink="false">6511ad6333a6e5b1c011dc81</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Women]]></category><pubDate>Sun, 05 Nov 2023 09:10:55 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/pvLHHiheZhK/banner-fcg-need-recognition.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/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/></item><item><title><![CDATA[Uncovering the Triple Tax Benefits of Health Savings Accounts (HSAs)]]></title><description><![CDATA[Explore the tax advantages of Health Savings Accounts (HSAs) and discover how to leverage them to your advantage.]]></description><link>https://incomeworksllc.com/blog/uncovering-the-triple-tax-benefits-of-health-savings-accounts-hsas</link><guid isPermaLink="false">6430885d90272a8242e49d32</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Sat, 04 Nov 2023 10:43:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/OeFhZmK--YI/banner-HSA-plannings.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/insurance" slug="insurance" name="Insurance"/><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"/></item><item><title><![CDATA[The Most Critical Component for Building Wealth ]]></title><description><![CDATA[What if we told you that building wealth isn't really about money? Discover the most critical component for securing your financial future.]]></description><link>https://incomeworksllc.com/blog/the-most-critical-component-for-building-wealth</link><guid isPermaLink="false">650139502ddcecc85dbc3653</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[High Net Worth]]></category><pubDate>Wed, 01 Nov 2023 10:43:59 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ydO6odqqFwe/banner-critical-piece-building-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/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/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Estate Planning Tips for Blended Families]]></title><description><![CDATA[Do you have a blended family? Here is some helpful information on what estate planning might look like.]]></description><link>https://incomeworksllc.com/blog/estate-planning-tips-for-blended-families</link><guid isPermaLink="false">64307e48e2bd4577fcb06771</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 02 Aug 2023 09:13:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Z6EACc4lsOi/banner-estate-planning-blended-families.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/high-net-worth" slug="high-net-worth" name="High Net Worth"/></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[Estate Tax Changes Are Coming - 5 Ways to Prepare Now to Minimize Impact on Your Wealth]]></title><description><![CDATA[The estate tax exemption is set to be cut in half in 2026. Is your financial strategy prepared? Here are 5 key considerations. ]]></description><link>https://incomeworksllc.com/blog/estate-tax-changes-are-coming-5-ways-to-prepare-now-to-minimize-impact-on-your-wealth</link><guid isPermaLink="false">64760094f7f273ab42e2b01d</guid><category><![CDATA[Estate Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Tue, 01 Aug 2023 10:43:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qyKrkN8Irco/banner-navagating-estate-tax-changes-in-2026.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/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"/></item><item><title><![CDATA[6 Great Books for Young Investors]]></title><description><![CDATA[These 6 books will help young (and young at heart) investors understand what it means to be financially successful.]]></description><link>https://incomeworksllc.com/blog/6-great-books-for-young-investors</link><guid isPermaLink="false">63d86df84c26a81c6f0a740c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 21 Jun 2023 09:14:01 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Tcz2Hlpian/banner-books-for-young-investors.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/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[5 Steps to Managing an Inheritance for High-Net-Worth Individuals]]></title><description><![CDATA[You may have spent decades accumulating a high net worth, but when it comes to handling a large inheritance, you may not have all of the answers.]]></description><link>https://incomeworksllc.com/blog/5-steps-to-managing-an-inheritance-for-high-net-worth-individuals</link><guid isPermaLink="false">63b733f762b3eddcc358152e</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Wed, 31 May 2023 09:14:56 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/kecwyt2deW/banner-manage-inheritance-1400-1000-px.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/high-net-worth" slug="high-net-worth" name="High Net Worth"/></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[WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials  ]]></title><description><![CDATA[As a CDFA® professional, Cording has received specialized training to effectively help clients with divorce-related financial issues that will affect the rest of their lives. ]]></description><link>https://incomeworksllc.com/blog/whzs-leisl-l-cording-adds-certified-divorce-financial-analyst-to-her-suite-of-credentials</link><guid isPermaLink="false">6409e97dea275ab9cf3c00ff</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[WHZ News]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Women]]></category><category><![CDATA[Divorce]]></category><pubDate>Wed, 15 Mar 2023 09:16:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/C3Ey7w8MoA/banner-leisl-cording.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/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><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/women" slug="women" name="Women"/><post:categories url="https://incomeworksllc.com/blog/category/divorce" slug="divorce" name="Divorce"/></item><item><title><![CDATA[How March Madness Is Like Investing ]]></title><description><![CDATA[March Madness is full of risk, reward, expectations... and a few lessons you can apply to the world of investing. ]]></description><link>https://incomeworksllc.com/blog/how-march-madness-is-like-investing</link><guid isPermaLink="false">63c890adbc14b110a62bb27e</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[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Tue, 28 Feb 2023 09:16:41 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/lHNI05oB2j/banner-march-madness-is-like-investing.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[Capital Gains and Your Taxes: A Brief (But Important) Guide]]></title><description><![CDATA[Did you sell a home, car, or other valuables last year? You could be subject to capital gains taxes. Here's what to know and how to minimize the impact.]]></description><link>https://incomeworksllc.com/blog/capital-gains-and-your-taxes-a-brief-but-important-guide</link><guid isPermaLink="false">63ae0796e029d5499797770c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Mon, 30 Jan 2023 10:43:31 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/wZ_FswOZr4/banner-capital-gains-and-taxes.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/high-net-worth" slug="high-net-worth" name="High Net Worth"/></item><item><title><![CDATA[How to Minimize Taxes While Transferring Wealth]]></title><description><![CDATA[Whether you’re planning to pass down your estate to loved ones or you’ve just inherited one yourself, you should consider these important steps.]]></description><link>https://incomeworksllc.com/blog/how-to-minimize-taxes-while-transferring-wealth</link><guid isPermaLink="false">63c982f918c4733d8b19b8c4</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[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[High Net Worth]]></category><pubDate>Mon, 30 Jan 2023 09:17:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZkJH2bTwVs/banner-minimizing-taxes-while-transfering.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/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/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/high-net-worth" slug="high-net-worth" name="High Net Worth"/></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>