<?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 00:14:57 GMT</lastBuildDate><atom:link href="https://incomeworksllc.com/blog/feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[   The Catch-Up Contribution Rule Change Many High-Earners Don’t Know About ]]></title><description><![CDATA[Earned over $150,000 in 2025? Your 401(k) catch-up contributions must now be Roth under SECURE 2.0. See what it costs and what to check by Dec. 31. ]]></description><link>https://incomeworksllc.com/blog/the-catch-up-contribution-rule-change-many-high-earners-dont-know-about</link><guid isPermaLink="false">6adb7e455bf24951d174ff0e</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Thu, 12 Nov 2026 10:53:23 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/vQFpD1sNDCgu/WHZ-2026-10-banners-2.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-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[Marketplace Sticker Shock: How OBBBA Changed the Healthcare Equation for Early Retirees and the Self-Employed ]]></title><description><![CDATA[The ACA subsidy cliff is back and OBBBA made bronze plans HSA-eligible. What early retirees and the self-employed should weigh before open enrollment. ]]></description><link>https://incomeworksllc.com/blog/marketplace-sticker-shock-how-obbba-changed-the-healthcare-equation-for-early-retirees-and-the-self-employed</link><guid isPermaLink="false">6ab55f12672fc509378ae255</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Fri, 16 Oct 2026 10:53:19 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/hOm5RFhcOFFN/Marketplace-Sticker-Shock-How-OBBBA-Changed-The-Healthcare-Equation-for-Early-Retirees-and-The-Self-Employed-1.png"/><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-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[Your Fall Tax Planning Checklist: High-Value Moves to Make Before December 31 ]]></title><description><![CDATA[A year-end tax checklist for retirees and pre-retirees: Roth conversion timing, RMD deadlines, 2026 QCD limits, tax-loss harvesting, and beneficiary reviews before December 31. ]]></description><link>https://incomeworksllc.com/blog/your-fall-tax-planning-checklist-high-value-moves-to-make-before-december-31</link><guid isPermaLink="false">6a6cf1f14cff74c328f4e30f</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Fri, 18 Sep 2026 08:10:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-8yWNf5s5Vk-/Your-Fall-Tax-Planning-Checklist-High-Value-Moves-to-Make-Before-December-31.png"/><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-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[Roth Conversion or Not? How to Decide in the New Tax Landscape ]]></title><description><![CDATA[A Roth conversion can create years of tax-free growth, but the timing and tax consequences matter. Explore how OBBBA, income brackets, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you.]]></description><link>https://incomeworksllc.com/blog/roth-conversion-or-not-how-to-decide-in-the-new-tax-landscape</link><guid isPermaLink="false">6a551523c89f4d923d6b6859</guid><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Tue, 04 Aug 2026 08:11:17 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VnD00YGtR1PK/Roth-Conversion-or-Not.png"/><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-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Deferred Compensation Plans: Smart Strategy or Hidden Risk?]]></title><description><![CDATA[Deferred compensation plans can reduce taxes and boost retirement savings—but they also carry hidden risks. Learn when they make sense and how to use them strategically.]]></description><link>https://incomeworksllc.com/blog/deferred-compensation-plans-smart-strategy-or-hidden-risk</link><guid isPermaLink="false">69efb83569cc97645b8503ad</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Mon, 04 May 2026 10:53:11 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Saqhkn4SUoDS/banner-deferred-compensation-plans-smart-strategy-or-hidden-risk.jpg"/><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/financial-planning" slug="financial-planning" name="Financial Planning"/><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[What You Should Know About AI-Driven Financial Insights  ]]></title><description><![CDATA[Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic planning.]]></description><link>https://incomeworksllc.com/blog/what-you-should-know-about-ai-driven-financial-insights</link><guid isPermaLink="false">69c18cba81e84d92c0d7bd34</guid><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 02 Apr 2026 08:17:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/JEPB2EyX4C_I/banner_-ai-and-finance.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/college-planning" slug="college-planning" name="College Planning"/><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"/></item><item><title><![CDATA[2026 Retirement Planning Checklist: 8 Things To Do Before Spring ]]></title><description><![CDATA[The new year is, of course, a popular time to plan for the future. While this usually is focused on the year ahead, I’d encourage you to think bigger. The first quarter of the year is actually the perfect time to refocus on your retirement goals and update your long-term financial plan. Whether you're already retired or preparing to make the transition, the first quarter of 2026 offers key opportunities to optimize your strategy, minimize taxes, and strengthen your financial confidence. ]]></description><link>https://incomeworksllc.com/blog/2026-retirement-planning-checklist-8-things-to-do-before-spring</link><guid isPermaLink="false">6953278b34a51ee1f914350c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Sat, 27 Dec 2025 10:50:03 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/mNsLkCeDbEu/Banner_8-things-to-do-retirement-planning-checklist-everything-to-do-before-spring.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/financial-planning" slug="financial-planning" name="Financial Planning"/><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[How to Keep Rising Healthcare Costs from Killing Your Retirement ]]></title><description><![CDATA[Healthcare costs have become one of the biggest wild cards in retirement planning. While you're diligently saving for your golden years, medical expenses are quietly working against you, threatening to derail even the most carefully crafted retirement plans. ]]></description><link>https://incomeworksllc.com/blog/how-to-keep-rising-healthcare-costs-from-killing-your-retirement</link><guid isPermaLink="false">6887e588b82e9359382d7138</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Mon, 28 Jul 2025 10:49:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Nkxpo0XRcle/banner_kevin-le-2.jpg"/><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-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[Is The FIRE Early Retirement Method Really Such A Hot Idea? ]]></title><description><![CDATA[In recent years, the FIRE movement—Financial Independence, Retire Early—has ignited passionate debate among financial professionals and retirement planners alike.]]></description><link>https://incomeworksllc.com/blog/is-the-fire-early-retirement-method-really-such-a-hot-idea</link><guid isPermaLink="false">6887e8f03b91931efd0c253b</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Mon, 28 Jul 2025 08:46:31 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/cfxV0Q45m6W/banner_kevin-le-1.jpg"/><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-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[What Executives Planning to Retire in The Next 5 Years Need to Consider Now ]]></title><description><![CDATA[The corner office view is still spectacular, but lately you've found yourself gazing out the window a little longer, imagining what life could look like beyond corporate boardrooms and quarterly earnings calls.]]></description><link>https://incomeworksllc.com/blog/what-executives-planning-to-retire-in-the-next-5-years-need-to-consider-now</link><guid isPermaLink="false">6887dbe83b91931efd0c1528</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Sun, 27 Jul 2025 08:46:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/JPxbRakpM-f/banner_kevin-le-1.jpg"/><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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Dream Vacation vs. Solid Retirement: How to Live Well Now While Saving for The Future ]]></title><description><![CDATA[Planning for your financial future requires balancing immediate needs and wants with long-term needs and aspirations. Whether you're saving for a vacation next year or retirement decades away, understanding how to approach different savings goals through strategic financial planning can help you live fully through every stage of life while still building lasting financial security.  ]]></description><link>https://incomeworksllc.com/blog/dream-vacation-vs-solid-retirement-how-to-live-well-now-while-saving-for-the-future</link><guid isPermaLink="false">682f4962e29c46f27ebff3fc</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sun, 01 Jun 2025 08:56:43 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qRkwOLTUJ3C/Avoiding-scams.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/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-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></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[4 Things to Consider If You Want to Retire Early]]></title><description><![CDATA[More and more Americans are dreaming of retiring early. If you’re one of them, here are four essential questions to ask yourself to begin putting a strong and strategic plan for early retirement together.]]></description><link>https://incomeworksllc.com/blog/4-things-to-consider-if-you-want-to-retire-early</link><guid isPermaLink="false">6324a8d6735a98b7d4fdf248</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Fri, 03 Jan 2025 10:53:02 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-JDOHcPZkV/banner-Retire-Early.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/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><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[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[Investing in Real Estate as Part of Your Retirement Strategy: Pros and Cons]]></title><description><![CDATA[Are you looking to diversify your retirement portfolio beyond stocks and bonds? Real estate investing can be an attractive option for building long-term wealth and generating passive income in retirement.]]></description><link>https://incomeworksllc.com/blog/investing-in-real-estate-as-part-of-your-retirement-strategy-pros-and-cons</link><guid isPermaLink="false">67117fadb955a5536057fb5d</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 22 Nov 2024 08:58:58 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/DrzOpa6zVcO/Investing-in-Real-Estate.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Why Retirement Planning is Different for Business Owners: Key Strategies and Considerations]]></title><description><![CDATA[As a business owner, your path to retirement likely looks quite different from that of a typical employee. While you may have more control over your financial destiny, you also face unique challenges and opportunities when it comes to planning for your golden years.]]></description><link>https://incomeworksllc.com/blog/why-retirement-planning-is-different-for-business-owners-key-strategies-and-considerations</link><guid isPermaLink="false">67118006db2a74fbec13fe73</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 08 Nov 2024 09:05:32 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/S-QofzPvM8H/Why-Retirement-Planning.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/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><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[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[Considerations for Long-Term Care Planning]]></title><description><![CDATA[Let's explore some of the key considerations for long-term care planning, including why it's crucial to have a plan, unique factors for women to consider, and implications for those who are single or without nearby family support. ]]></description><link>https://incomeworksllc.com/blog/considerations-for-long-term-care-planning</link><guid isPermaLink="false">66e9b9fcdbf2a4aed1834eab</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><pubDate>Fri, 04 Oct 2024 10:46:30 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/q2sWx7n5z4k/Banner-major-considerations-for-long-term-care-planning-2.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"/></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[Social Security - Choosing When to Claim]]></title><description><![CDATA[One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.]]></description><link>https://incomeworksllc.com/blog/social-security-choosing-when-to-claim</link><guid isPermaLink="false">657b8f25ca95d0f6675244eb</guid><category><![CDATA[Retirement Planning]]></category><pubDate>Fri, 09 Aug 2024 10:45:51 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/featured_socialsecurity-choosingwhentoclaim_article.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/></item><item><title><![CDATA["Retire and Relocate" - A Growing Strategy for Stretching Retirement Dollars]]></title><description><![CDATA[Dreaming of retirement but worried about your savings? Discover how the "retire and relocate" strategy could be your ticket to financial freedom and a fresh start! Learn how savvy retirees are unlocking $100k+ from their homes to boost their nest eggs and live their best lives.  ]]></description><link>https://incomeworksllc.com/blog/retire-and-relocate-a-growing-strategy-for-stretching-retirement-dollars</link><guid isPermaLink="false">66a003b7e48b32e79264e0a6</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Thu, 01 Aug 2024 09:06:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/TA8bVUT5zB5/banner-retire-and-relocate.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-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[Why Bonds Should Be Part of Your Retirement Portfolio]]></title><description><![CDATA[Bonds are back, and they're better than ever! These oft-overlooked assets can be your secret weapon for steady income, tax efficiency, a smoother ride through market turbulence, and a way to supercharge your retirement savings.]]></description><link>https://incomeworksllc.com/blog/why-bonds-should-be-part-of-your-retirement-portfolio</link><guid isPermaLink="false">66944e5c3501e58f2c4aed54</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Fri, 26 Jul 2024 10:46:19 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/w9pDSyrUH1q/banner-why-bonds-should-be-part-of-your-portfolio.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/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[Retirement Planning Looks Different for LGBTQ+ Couples. Here’s Why.]]></title><description><![CDATA[LGBTQ+ couples' unique experiences shape their approach to retirement planning. Learn how their resilience and adaptability can help them create successful financial futures.]]></description><link>https://incomeworksllc.com/blog/retirement-planning-looks-different-for-lgbtq-couples</link><guid isPermaLink="false">6648fd9217534e2fb52d1a73</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Sat, 08 Jun 2024 10:46:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/8yiU7WpdAaO/banner-ret-planning-LGBTQ.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/retirement-income" slug="retirement-income" name="Retirement Income"/></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[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[How to Pay Less Taxes While Maximizing Your Investments]]></title><description><![CDATA[Learn about tax-advantaged accounts and savvy investments that empower you to minimize tax liabilities and Live Well.]]></description><link>https://incomeworksllc.com/blog/how-to-pay-less-taxes-while-maximizing-your-investments</link><guid isPermaLink="false">65aed7c23a5d3810dba8f7e2</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Wed, 21 Feb 2024 10:45:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/tSqOHViZKD9/banner-less-taxes-while-maximizing-investments.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/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/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/tax-planning" slug="tax-planning" name="Tax Planning"/></item><item><title><![CDATA[Retirement Planning Looks Different for LGBTQ+ Couples. Here's Why.]]></title><description><![CDATA[This blog post discusses retirement planning considerations for LGBTQ+ couples.]]></description><link>https://incomeworksllc.com/blog/retirement-planning-looks-different-for-lgbtq-couples-heres-why</link><guid isPermaLink="false">65ca74ef8eaae1dd62b71b3d</guid><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Sun, 11 Feb 2024 09:09:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/featured_retirementplanninglooksdifferentforlgbtqcouples.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[How Much is Safe to Spend in Retirement? Challenging the 4% Rule & Planning Your Financial Future ]]></title><description><![CDATA[The "4% rule" is a handy guideline for retirement income planning, but does it hold up? Learn more about the rule and whether it’s a good strategy for you.]]></description><link>https://incomeworksllc.com/blog/how-much-is-safe-to-spend-in-retirement-challenging-the-4-percent-rule</link><guid isPermaLink="false">657b8dfaca95d0f667524426</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Sat, 06 Jan 2024 10:44:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/NldHZRJcw_/banner-retirement-4-rule-MB.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/retirement-income" slug="retirement-income" name="Retirement Income"/></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[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[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[Long Term Care Planning Tips & Cost Saving Strategies]]></title><description><![CDATA[Think extended care isn't affordable? Find out how you can save on costs to get the necessary care.]]></description><link>https://incomeworksllc.com/blog/long-term-care-planning-tips-and-cost-saving-strategies</link><guid isPermaLink="false">645a5f2caae720a889080ea2</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[Budgeting]]></category><pubDate>Thu, 05 Oct 2023 09:11:16 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Wy5czWEQhGy/banner-care-planning-cost-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/retirement-planning" slug="retirement-planning" name="Retirement 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/budgeting" slug="budgeting" name="Budgeting"/></item><item><title><![CDATA[Act Now to Benefit from Changes to Retirement Savings Rules in 2024 and Beyond]]></title><description><![CDATA[SECURE 2.0 legislation included changes to strengthen retirement savings. It’s important to act now to take advantage of potential opportunities to save more. Here’s what to know… ]]></description><link>https://incomeworksllc.com/blog/act-now-to-benefit-from-changes-to-retirement-savings-rules-in-2024-and-beyond</link><guid isPermaLink="false">650221d44cb6afebe7570c6d</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><pubDate>Tue, 19 Sep 2023 10:44:03 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/2_DUVg5nhnX/banner-retirement-savings-rule-changes.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"/></item><item><title><![CDATA[Why Now Is A Great Time for Business Owners to Start a Retirement Plan]]></title><description><![CDATA[Small business owners can greatly benefit from starting a retirement savings plan for their employees. Here's how. ]]></description><link>https://incomeworksllc.com/blog/why-now-is-a-great-time-for-business-owners-to-start-a-retirement-plan</link><guid isPermaLink="false">64d2b4f80b2bb0879e12f164</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Sun, 03 Sep 2023 09:12:12 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/2WNhNaLVK2y/banner-business-owners-to-start-a-retirement-plan.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/retirement-planning" slug="retirement-planning" name="Retirement Planning"/><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[How To Set Up A 401(k) Plan for Your Employees In 6 Steps]]></title><description><![CDATA[Developing and offering your employees a 401(k) plan is no easy feat, but working with a trusted advisor can take some stress off your shoulders. Here are 6 steps. ]]></description><link>https://incomeworksllc.com/blog/how-to-set-up-a-401k-plan-for-your-employees-in-6-steps</link><guid isPermaLink="false">645a5bfc9ea1d5c8a2acb535</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Wed, 28 Jun 2023 09:13:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/hJOZNb_TTqL/banner-401k-plan-for-employees.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/retirement-planning" slug="retirement-planning" name="Retirement 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/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[Three Key Times to Revisit and Revise Your Retirement Plan Strategy]]></title><description><![CDATA[Setting up a retirement strategy is one thing, but when and how do you adjust it? Here are three key times to revisit your retirement plan strategy. ]]></description><link>https://incomeworksllc.com/blog/three-key-times-to-revisit-and-revise-your-retirement-plan-strategy</link><guid isPermaLink="false">645a5692aae720a88907fa29</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Planning]]></category><pubDate>Thu, 22 Jun 2023 10:43:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/2hGiu-ZKJl/banner-ret-strategy-when-to-update-plan.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"/></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[Selling A Business or Looking For Investors? 3 Common Valuation Methods to Determine Worth ]]></title><description><![CDATA[Determining the worth of your business is a crucial component for successful succession or investment growth. Here's how to get it right.]]></description><link>https://incomeworksllc.com/blog/3-common-business-valuation-methods-to-determine-worth</link><guid isPermaLink="false">63d864094c26a81c6f0a6dd2</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Retirement Planning]]></category><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Sun, 02 Apr 2023 09:15:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/_O5OCxF6c6/banner-selling-business-determine-worth.png"/><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/retirement-planning" slug="retirement-planning" name="Retirement 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"/></item><item><title><![CDATA[It's Here: What You Need to Know About SECURE 2.0]]></title><description><![CDATA[SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people.  Here is a high-level summary addressing the items most likely to affect individuals.  ]]></description><link>https://incomeworksllc.com/blog/its-here-what-you-need-to-know-about-secure-20</link><guid isPermaLink="false">63bc4443fdcf243dd5008102</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[Retirement Planning]]></category><pubDate>Sat, 07 Jan 2023 09:17:46 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/xFnLzaqIA3/banner_SECURE-2-0.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/retirement-planning" slug="retirement-planning" name="Retirement Planning"/></item></channel></rss>