<?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[How to Talk About Money (and Estate Plans) with Loved Ones]]></title><description><![CDATA[Here's a six-step approach for raising the topic of money and estate planning with loved ones in a way that feels like care rather than an interrogation, plus the four documents and the questions most families forget to ask. ]]></description><link>https://incomeworksllc.com/blog/how-to-talk-about-money-and-estate-plans-with-loved-ones</link><guid isPermaLink="false">6adb793b5bf24951d174f4da</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><category><![CDATA[Inheritance]]></category><pubDate>Thu, 19 Nov 2026 10:35:35 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/6JEaX6cXeuwZ/WHZ-2026-10-banners-1.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/financial-planning" slug="financial-planning" name="Financial Planning"/><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/inheritance" slug="inheritance" name="Inheritance"/></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[The Psychology of Money in Families: Why We Avoid Financial Conversations ]]></title><description><![CDATA[Learn why families avoid financial conversations, how money psychology shapes behavior, and how open communication can strengthen long-term wealth and planning.]]></description><link>https://incomeworksllc.com/blog/the-psychology-of-money-in-families-why-we-avoid-financial-conversations</link><guid isPermaLink="false">69c18e5c81e84d92c0d7c0d5</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[Inheritance]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Tue, 07 Apr 2026 10:53:07 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZUStfmXTemuM/banner-the-psychology-of-money-and-families-why-we-avoid-financial-conversations.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/inheritance" slug="inheritance" name="Inheritance"/><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[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[The New Things to Know About Building Generational Wealth Now ]]></title><description><![CDATA[Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning.]]></description><link>https://incomeworksllc.com/blog/the-new-things-to-know-about-building-generational-wealth-now</link><guid isPermaLink="false">68fa9ed6bf1462f05cb815a5</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[Inheritance]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Mon, 20 Oct 2025 10:49:56 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-EUkIAAsFv5/Banner_The-New-Things-to-Know-About-Building-Generational-Wealth-Now-3.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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/><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[The Psychology of an Inheritance Windfall: Managing Emotions for Strategic Financial Success ]]></title><description><![CDATA[Receiving an inheritance can be emotionally complex. While a financial windfall represents opportunity, it often comes paired with grief, uncertainty, and pressure. ]]></description><link>https://incomeworksllc.com/blog/the-psychology-of-an-inheritance-windfall-managing-emotions-for-strategic-financial-success</link><guid isPermaLink="false">680bc4bdf0728fc5de5f0ea3</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Inheritance]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Wed, 07 May 2025 10:49:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/gnBBwyOdC1Z/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/inheritance" slug="inheritance" name="Inheritance"/><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[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[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[Why Everyone Needs an Inheritance Strategy]]></title><description><![CDATA[Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.]]></description><link>https://incomeworksllc.com/blog/why-everyone-needs-an-inheritance-strategy</link><guid isPermaLink="false">6476011f20809840f6d84fcc</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[Inheritance]]></category><pubDate>Wed, 02 Aug 2023 09:13:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/mPjilUD1lwz/banner-why-you-need-an-inheritance-strategy.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/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-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/></item></channel></rss>