<?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 00:06:51 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 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[Social Security’s 2027 COLA Announced: 6 Things to Know for Retirees and Pre-Retirees]]></title><description><![CDATA[What does Social Security’s 2027 COLA mean for your retirement income? A look at the real value after Medicare, why COLAs trail retirees’ costs, and the claiming decisions that matter more. ]]></description><link>https://incomeworksllc.com/blog/social-securitys-2027-cola-announced-6-things-to-know-for-retirees-and-pre-retirees</link><guid isPermaLink="false">6adb760ffd5c0f0326435a20</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Retirement Income]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Thu, 05 Nov 2026 08:09:28 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/uymqNxolA/WHZ-2026-10-banners-3.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[The Sandwich Generation's Guide to Long-Term Care Planning: Protecting Your Parents' Care and Your Own Financial Future ]]></title><description><![CDATA[Sandwiched between aging parents and your own kids? See how OBBBA changed Medicaid for long-term care and how to protect your retirement while helping your parents. ]]></description><link>https://incomeworksllc.com/blog/the-sandwich-generations-guide-to-long-term-care-planning-protecting-your-parents-care-and-your-own-financial-future</link><guid isPermaLink="false">6ab560d4bb56384966476362</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 30 Oct 2026 08:09:33 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/gQrzmwe-4vY_/the-sandwich-generation.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/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[Special Series | AI & Your Money: The Global Economy, and The $40 Trillion Question ]]></title><description><![CDATA[AI is already reshaping how we work and live, and the economy is feeling it. Companies are pouring money into the data centers and power supply that AI depends on, sending construction spending sharply higher. Stocks tied to AI have climbed, too, adding to household wealth and fueling consumer spending. And the technology is still advancing.]]></description><link>https://incomeworksllc.com/blog/special-series-or-ai-and-your-money-the-global-economy-and-the-dollar40-trillion-question</link><guid isPermaLink="false">6ace602528983d5b7d1034e7</guid><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 23 Oct 2026 08:10:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/wGSWdP5KfNIs/WHZ-2026-10-banners-3.png"/><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[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[How Financial Stress Affects Your Well-Being (and What to Do About It) ]]></title><description><![CDATA[Financial stress affects more than 60% of adults and shows up in sleep, mood, and health. Learn what research says about reducing it, plus five habits that help.]]></description><link>https://incomeworksllc.com/blog/how-financial-stress-affects-your-well-being-and-what-to-do-about-it</link><guid isPermaLink="false">6ab55a21672fc509378adcce</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Fri, 09 Oct 2026 08:10:19 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VRcqACNj01ph/How-Financial-Stress-Affects-Well-Being-and-What-to-Do-About-It.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Why Your Financial Plan Should Ignore Headlines This Fall ]]></title><description><![CDATA[Federal funding deadlines and the November 3 midterm elections will dominate the news this fall. History suggests neither belongs in your portfolio decisions. Three things this fall genuinely deserve your time, and none of them require predicting anything. ]]></description><link>https://incomeworksllc.com/blog/why-your-financial-plan-should-ignore-headlines-this-fall</link><guid isPermaLink="false">6ab2e9671def96ece093fa3f</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 02 Oct 2026 08:10:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ImLInvPSoLOB/Shutdowns-Elections-and-Market-Noise-Why-Your-Financial-Plan-Should-Ignore-the-Headlines-This-Fall-3.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><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[What the Fed's Rate Increase Means for You and Your Money ]]></title><description><![CDATA[The Fed raised rates 0.25% to 3.75%-4.00% on September 16, 2026. Jim Zahansky of WHZ Strategic Wealth Advisors explains what it means for your borrowing, savings, and investments.]]></description><link>https://incomeworksllc.com/blog/what-the-feds-rate-increase-means-for-you-and-your-money</link><guid isPermaLink="false">6abc0b8ca14e4159b96f56b9</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 29 Sep 2026 08:10:30 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/gq0Fqn8UeqLU/fed-reserve.png"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Midterm Elections and the Markets: What History Says About 2026 ]]></title><description><![CDATA[Midterm years are choppier, but the S&P 500 has averaged 9.2% in them since 1937. What the 2026 election means for your long-term plan.  ]]></description><link>https://incomeworksllc.com/blog/midterm-elections-and-the-markets-what-history-says-about-2026</link><guid isPermaLink="false">6aac2a7d52aed7803786c472</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 24 Sep 2026 08:10:36 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/rUzU8QIEI0t8/midterms-and-the-markets.png"/><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"/></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[The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know ]]></title><description><![CDATA[IRS audits of high earners have dropped sharply, but AI matching systems have not. What high-net-worth taxpayers and business owners should document now. ]]></description><link>https://incomeworksllc.com/blog/the-new-irs-fewer-auditors-smarter-algorithms-what-high-earners-need-to-know</link><guid isPermaLink="false">6a6cf01d4cff74c328f4da03</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 11 Sep 2026 08:10:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SxNTHR2v1m3O/The-New-IRS-Fewer-Auditors-Smarter-Algorithms-What-High-Earners-Need-to-Know.png"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Your Business Has a Healthy Profit: Should You Refinance, Reinvest, or Hold Cash? ]]></title><description><![CDATA[A strong year leaves you with the obvious three: pay down debt, buy equipment, or sit on the cash. The fourth choice usually does more for your personal balance sheet than any of them.]]></description><link>https://incomeworksllc.com/blog/your-business-has-a-healthy-profit-should-you-refinance-reinvest-or-hold-cash</link><guid isPermaLink="false">6a6ce9af4cff74c328f4cb24</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 04 Sep 2026 08:10:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ta07-Kol1MO-/Your-Business-Has-A-Healthy-Profit-Should-You-Refinance-Reinvest-or-Hold-Cash.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Back-to-School Spending: Does Consumer Sentiment Make The Grade?]]></title><description><![CDATA[Back-to-school spending could hit record highs in 2026. See what NRF, Adobe, and PwC data reveal about shopper sentiment, sales trends, and AI's new role.]]></description><link>https://incomeworksllc.com/blog/back-to-school-spending-does-consumer-sentiment-make-the-grade</link><guid isPermaLink="false">6a836242b4b7c6654b5955a7</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Sun, 23 Aug 2026 08:10:59 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/1yl7m0qrcWWg/banner_school-shopping-consumer-sentiment.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/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"/></item><item><title><![CDATA[Your Business and Yourself: Finding the Right Wealth Extraction Strategy ]]></title><description><![CDATA[Learn how business owners can turn company value into personal wealth through strategic wealth extraction, tax planning, and succession or sale planning.]]></description><link>https://incomeworksllc.com/blog/your-business-and-yourself-finding-the-right-wealth-extraction-strategy</link><guid isPermaLink="false">6a550227c89f4d923d6b3cb2</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 18 Aug 2026 08:11:05 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/40tzy6kBeY53/WHZ-2026-08-banners-1.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/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"/></item><item><title><![CDATA[5 Things to Check in Your Executive Compensation Package in 2026 ]]></title><description><![CDATA[See how OBBBA’s tax changes could affect executive compensation, stock option timing, SALT deductions, and deferred compensation planning. Use this checklist to identify which strategies and agreements may need a fresh review.]]></description><link>https://incomeworksllc.com/blog/5-things-to-check-in-your-executive-compensation-package-in-2026</link><guid isPermaLink="false">6a550d28c89f4d923d6b5a5f</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 12 Aug 2026 08:11:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/FiTgcmierHO6/WHZ-2026-08-banners-2.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[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[How New Fed Chair Warsh’s Challenges and Choices Could Shape Markets ]]></title><description><![CDATA[Kevin Warsh oversees the Fed at a time when employment growth may be slowing, and President Trump would like to see lower interest rates. The problem: inflation remains elevated, boosted by tariffs, oil prices, and strong spending on artificial intelligence (AI). It’s quite a challenging position for the Fed’s new leader.  Let’s take a look at the tricky market environment he’s facing and the new leadership style he’s bringing to the job.  ]]></description><link>https://incomeworksllc.com/blog/how-new-fed-chair-warshs-challenges-and-choices-could-shape-markets</link><guid isPermaLink="false">6a551d4dc89f4d923d6b754f</guid><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 30 Jul 2026 08:11:22 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/I0L_BIDl5Yl8/Jackie-topic.png"/><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 Much of Your Wealth Is Tied to Your Business – And Is That A Problem? ]]></title><description><![CDATA[Business owners often hold most of their wealth inside their company. Learn how to manage concentration risk, extract wealth strategically, and align business value with personal financial security. ]]></description><link>https://incomeworksllc.com/blog/how-much-of-your-wealth-is-tied-to-your-business-and-is-that-a-problem</link><guid isPermaLink="false">6a2c39125d81ced81c2ef7ee</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 30 Jun 2026 08:11:28 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/kvvC5thE3y3y/wealth-tied-to-business.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><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[New Tax Rules, New Opportunities: The OBBBA Moves Every High Earner Under 55 Should Make ]]></title><description><![CDATA[High earners under 55 should review OBBBA tax changes, including the $40,000 SALT cap, charitable giving floor, Trump Accounts, 529 expansion, and multi-year tax planning. ]]></description><link>https://incomeworksllc.com/blog/new-tax-rules-new-opportunities-the-obbba-moves-every-high-earner-under-55-should-make</link><guid isPermaLink="false">6a2c340f5d81ced81c2eef04</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Wed, 17 Jun 2026 08:11:40 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/LBoRI6pQRhYV/new-obbba-tax-moves-for-high-earners-2026.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/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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors, Dunn Marketing Win Two 2026 Communicator Awards for Financial Services Advertising and Consumer Education]]></title><description><![CDATA[WHZ and Dunn marketing received Awards of Distinction in the Advertising Campaigns – Financial Services category and in the Publications – White Paper category.]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-dunn-marketing-win-two-2026-communicator-awards-for-financial-services-advertising-and-consumer-education</link><guid isPermaLink="false">6a2350fdd9d9efcae2f1f52c</guid><category><![CDATA[WHZ News]]></category><pubDate>Tue, 16 Jun 2026 08:11:46 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/cYfIGP8bHQYo/communicator-awards-2026.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors Welcomes New Associate and Summer Interns]]></title><description><![CDATA[WHZ Strategic Wealth Advisors is pleased to welcome Brody Zahansky as a new associate, and Ian Wolanin and Braiden Saucier as interns for summer 2026.]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-welcomes-new-associate-and-summer-interns</link><guid isPermaLink="false">6a2854afb70664b11772bc60</guid><category><![CDATA[WHZ News]]></category><pubDate>Thu, 11 Jun 2026 08:11:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RJgGgTBU4EL4/2026-interns-and-associate.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments ]]></title><description><![CDATA[Tariffs and rising energy costs are pushing inflation higher, but strong corporate earnings are keeping markets resilient. Here's what it means for your financial plan. ]]></description><link>https://incomeworksllc.com/blog/inflation-vs-earnings-what-todays-market-tug-of-war-means-for-your-investments</link><guid isPermaLink="false">6a2897dda76d335e560f1e19</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Mon, 08 Jun 2026 08:11:58 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/I3CbbeI_SseB/banner_inflation-v-earnings.jpg"/><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"/></item><item><title><![CDATA[Business Owner’s Mid-Year Financial Gut Check for 2026]]></title><description><![CDATA[A mid-year financial gut check helps business owners review cash flow, liquidity, taxes, risk, and personal planning during economic volatility.]]></description><link>https://incomeworksllc.com/blog/business-owners-mid-year-financial-gut-check-for-2026</link><guid isPermaLink="false">6a19d82d4fb5e9fac2aa65ff</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 03 Jun 2026 08:12:03 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/_mwOfX8YQOTt/business-owners-midyear-gut-check.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/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[Should Grandparents Fund 529 Plans or Use Trust Strategies Instead?]]></title><description><![CDATA[529 plan vs trust: Which is better for grandparents supporting the next generation? Learn the key differences, benefits, and when to use both.]]></description><link>https://incomeworksllc.com/blog/should-grandparents-fund-529-plans-or-use-trust-strategies-instead</link><guid isPermaLink="false">69efbc8fd84e53ab2a33dbd0</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 29 May 2026 08:12:25 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HJoDRDISL4TKS/banner-should-grandparents-fund-529-plans-or-use-trust-strategies-instead.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/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/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Three Powerful Mid-Year Financial Moves for Executives ]]></title><description><![CDATA[Executive compensation planning can significantly impact your tax strategy. Learn how mid-year adjustments can help high-income earners better plan for taxes, bonuses, and Roth conversions. ]]></description><link>https://incomeworksllc.com/blog/three-powerful-mid-year-financial-moves-for-executives</link><guid isPermaLink="false">6a19d050fd229f434c2a54b6</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Fri, 29 May 2026 08:12:17 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-MM0f6MMDu8c/powerful-midyear-moves-for-executives.png"/><post:categories url="https://incomeworksllc.com/blog/category/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[How Much Should You Really Have Saved by Age 40, 50, 60?  ]]></title><description><![CDATA[Wondering how much retirement savings you should have by age 40, 50, or 60? Benchmarks can help you assess progress and adjust your financial plan. ]]></description><link>https://incomeworksllc.com/blog/how-much-should-you-really-have-saved-by-age-40-50-60</link><guid isPermaLink="false">6a19d327fd229f434c2a5a06</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 29 May 2026 08:12:09 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/FoaZevqL76Zz/how-much-should-you-have-saved.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/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Business Exit Planning in an Uncertain Economy: What Actually Drives Value Today]]></title><description><![CDATA[Business exit planning in an uncertain economy requires focusing on what truly drives value—cash flow, operational strength, and buyer readiness. Learn how to prepare for a successful exit.]]></description><link>https://incomeworksllc.com/blog/business-exit-planning-in-an-uncertain-economy-what-actually-drives-value-today</link><guid isPermaLink="false">6a04bdca44b811efecc71371</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 13 May 2026 08:12:33 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/cq64S5dTFWk6/banner-biz-exit-planning-in-uncertain-economy.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-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[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[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[The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs]]></title><description><![CDATA[Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term.]]></description><link>https://incomeworksllc.com/blog/the-missing-link-in-generational-wealth-teaching-financial-literacy-to-heirs</link><guid isPermaLink="false">69efb477d84e53ab2a33d3dd</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[High Net Worth]]></category><category><![CDATA[Inheritance]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 29 Apr 2026 08:12:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-gSrJu1W-RGb/banner-teaching-financial-literacy-to-heirs-the-missing-link-in-generational-wealth.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/estate-planning" slug="estate-planning" name="Estate Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/high-net-worth" slug="high-net-worth" name="High Net Worth"/><post:categories url="https://incomeworksllc.com/blog/category/inheritance" slug="inheritance" name="Inheritance"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Estimated Taxes in 2026: What Business Owners Should Adjust After April 15  ]]></title><description><![CDATA[For many business owners, April 15 can feel like the finish line of tax season. But in reality, it’s only the beginning of the next tax cycle; especially if you’re responsible for paying quarterly estimated taxes. As we move into the 2026 tax year, our team at WHZ is advising our business owner clients to pay attention to several policy changes, new compliance expectations, and shifting income dynamics.    ]]></description><link>https://incomeworksllc.com/blog/estimated-taxes-in-2026-what-business-owners-should-adjust-after-april-15</link><guid isPermaLink="false">69c18b16e34e5e0608be5557</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 15 Apr 2026 08:13:04 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EZHgw1xhBFE2/quarterly-tax-adjustments.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Iran War Has Markets Volatile, But It’s Not The First Time]]></title><description><![CDATA[How does war impact the stock market? Learn how the Iran conflict affects oil, inflation, and investments—and why long-term investors benefit from staying disciplined during market volatility.]]></description><link>https://incomeworksllc.com/blog/iran-war-has-markets-volatile-but-its-not-the-first-time</link><guid isPermaLink="false">69de79b419734fd164f51d41</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Mon, 13 Apr 2026 08:13:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/BG6f-Gn1ddGd/banner-Iran-War-Historical-Lens.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/financial-planning" slug="financial-planning" name="Financial 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[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[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[Economic Impacts of The War in Iran – Where We’re At, What Could Be Ahead]]></title><description><![CDATA[The war in Iran has sent oil prices higher and stock prices lower. But the US has lived through both wars and energy crises in the past, and ultimately, the stock market has always climbed higher once the situation is resolved. Will this time be different?]]></description><link>https://incomeworksllc.com/blog/economic-impacts-of-the-war-in-iran-where-were-at-what-could-be-ahead</link><guid isPermaLink="false">69b882c89d31ea4128ea69e2</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 19 Mar 2026 08:17:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/g_hnJkIxd7pH/banner-March-Fed-meeting-Stimulus-Tariffs.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Women & Wealth: What the Next Phase of the Wealth Transfer Means for Female Investors ]]></title><description><![CDATA[Women are set to inherit the majority of the $84 trillion "Great Wealth Transfer" over the next couple of decades. Addressing women's financial confidence gap is more important than ever. Here’s a look at what’s to come, and how women can prepare. ]]></description><link>https://incomeworksllc.com/blog/women-and-wealth-what-the-next-phase-of-the-wealth-transfer-means-for-female-investors</link><guid isPermaLink="false">699b73b3436e41be414036eb</guid><category><![CDATA[Investing]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Mon, 23 Feb 2026 08:17:23 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/6r7cDC2ECQgf/banner-Iran-War-Historical-Lens.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><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/women" slug="women" name="Women"/><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[Four Promoted at WHZ Strategic Wealth Advisors As Firm Continues Focus on Client-Centered Success]]></title><description><![CDATA[WHZ Strategic Wealth Advisors is pleased to announce the promotions of four team members whose expanded roles reflect the firm’s continued growth and long-term commitment to delivering an exceptional client experience.]]></description><link>https://incomeworksllc.com/blog/four-promoted-at-whz-strategic-wealth-advisors</link><guid isPermaLink="false">698276518fe5a2bfa2e09c18</guid><category><![CDATA[WHZ News]]></category><pubDate>Sun, 22 Feb 2026 08:17:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/jJVI4iZ3fdoZ/2026-2-promotions-email.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[As Women's Wealth Grows, Financial Confidence Must Too ]]></title><description><![CDATA[The women's financial confidence gap is real – but it's not about ability. What women need to do to increase financial confidence as the majority of wealth transitions to them in the coming decades.]]></description><link>https://incomeworksllc.com/blog/as-womens-wealth-grows-financial-confidence-must-too</link><guid isPermaLink="false">699b7106436e41be41403536</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sat, 21 Feb 2026 08:17:35 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YTOJWGA6Oh2j/banner-how-women-can-build-financial-confidence-in-2026.png"/><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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/><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[Alternative Investments: Are They Right for “Next Generation” High Net Worth Investors? ]]></title><description><![CDATA[Should investors be adding more alternative investments to their portfolios? What to consider as you determine what's right for your specific financial goals.]]></description><link>https://incomeworksllc.com/blog/alternative-investments-are-they-right-for-next-generation-high-net-worth-investors</link><guid isPermaLink="false">699b6df4436e41be414032ae</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Wed, 18 Feb 2026 08:17:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/i3a8Sb9qgvvL/banner-alternative-investments-are-they-right-forNext-Generation-HNW-Investors.png"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[Political Unrest & Market Trends: What Can History Tell Us?]]></title><description><![CDATA[What can history tell us about how financial markets respond to troubling times? WHZ's Laurence Hale shares insights that could shed light on today's market fluctuations.]]></description><link>https://incomeworksllc.com/blog/political-unrest-and-market-trends-what-can-history-tell-us</link><guid isPermaLink="false">698c8e7822a8f7f280183463</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 13 Feb 2026 08:17:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/jgJi6u5WPRzt/banner-political-unrest-and-financial-markets.jpg"/><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-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Wedding Planning Tips from A Wealth Advisor]]></title><description><![CDATA[WHZ Director, Associate Wealth Advisor Aleesha Graham is planning a wedding, and she's sharing some practical financial advice to help others who are planning their big day.]]></description><link>https://incomeworksllc.com/blog/wedding-planning-tips-from-a-wealth-advisor</link><guid isPermaLink="false">69825d387f383fbf28cb1cf3</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Budgeting]]></category><category><![CDATA[Women]]></category><pubDate>Tue, 03 Feb 2026 08:17:55 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SccyqKgsvY4n/banner-wedding-planning-tips-from-wealth-advisor.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/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/budgeting" slug="budgeting" name="Budgeting"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/></item><item><title><![CDATA[What Lower Interest Rates in 2026 Could Mean for Your Wallet and Investments ]]></title><description><![CDATA[Interest rates are expected to decline; WHZ AVPk, Wealth Advisor Holly Wanegar shares how that may influence your investments as well as your financial plan.]]></description><link>https://incomeworksllc.com/blog/what-lower-interest-rates-in-2026-could-mean-for-your-wallet-and-investments</link><guid isPermaLink="false">6970e616f45de868d3a3bc8e</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Mon, 02 Feb 2026 08:18:01 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/9s38Pjv0mESy/banner-what-lower-interest-rates-could-mean-for-investors-in-2026.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/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[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[How to Reduce Your 2026 Tax Bill — and Put Your Money to Better Use]]></title><description><![CDATA[Learn nine ways to pay less at tax time, and put that money to work in your financial plan instead.]]></description><link>https://incomeworksllc.com/blog/how-to-reduce-your-2026-tax-bill-and-put-your-money-to-better-use</link><guid isPermaLink="false">6970e8b7f45de868d3a3c278</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Logan Lum]]></category><pubDate>Mon, 26 Jan 2026 08:18:21 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/B0lCH2QMqlih/banner-how-to-maximize-your-2026-tax-refund.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-logan-lum" slug="by-advisor-logan-lum" name="By Advisor Logan Lum"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors’ Team Recognized as 2025 Five Star Wealth Managers ]]></title><description><![CDATA[WHZ's Jim Zahansky, Laurence Hale, and Leisl L. Langevin have once again been named Five Star Wealth Managers by Connecticut Magazine and Five Star Professional. ]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-team-recognized-as-2025-five-star-wealth-managers</link><guid isPermaLink="false">695c3b85bab2fc4c2e2a335c</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 20 Jan 2026 08:18:28 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/aK39NTlklxrV/banner_WHZ-5-Star-Wealth-Managers-2025.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></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[How to Prioritize Your Financial Goals for 2026: A Strategic Guide for an Uncertain but Opportunity-Rich Year]]></title><description><![CDATA[If the past few years have taught us anything, it’s that financial planning today requires both resilience and adaptability. As we enter 2026, we find ourselves facing a mix of encouraging economic trends and ongoing uncertainties. Inflation has cooled, interest rates may begin to stabilize, and the stock market continues to reflect both innovation-driven growth and periodic volatility. At the same time, many households are still recalibrating after years of elevated costs and shifting financial priorities.]]></description><link>https://incomeworksllc.com/blog/how-to-prioritize-your-financial-goals-for-2026</link><guid isPermaLink="false">6953198ed1f423bf2595f8b7</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Sun, 28 Dec 2025 08:27:22 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/PE07CtwdbkX/Banner_how-to-prioritize-your-financial-goals-for-2026-a-strategic-guide-for-an-uncertain-but-opportunity-rich-year-authored-by-whz-partner-advisory-leisl-l-langevin-cfpr-cdfar-ai-may-have-been-us.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/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></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[Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets ]]></title><description><![CDATA[Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a familiar pattern: anxiety about job disruption, followed by adjustments in how people work, produce, and create value. For investors, the real question today is not whether AI will change the labor market (it will), but how those changes may influence the broader economy and financial markets over time.]]></description><link>https://incomeworksllc.com/blog/artificial-intelligence-and-the-future-of-jobs-what-it-might-mean-for-the-economy-and-markets</link><guid isPermaLink="false">69532e57d1f423bf259619e2</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 26 Dec 2025 08:27:33 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/XzGBGP5cfLS/Banner_artificial-intelligence-and-the-future-of-jobs-what-it-might-mean-for-the-economy-and-markets.png"/><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"/></item><item><title><![CDATA[Are We Too Concentrated on AI?]]></title><description><![CDATA[The excitement surrounding artificial intelligence (AI) lit a fire under stocks last year as we learned how AI would help us work faster, turn words into pictures, and shop on our behalf.  

Investors are optimistic that AI-related stocks will continue to surge on further adoption by individuals and corporations. The advent of AI has helped to propel the bull market, which started in October 2022. Since then, the S&P 500 Information Technology sector has increased by an astounding 181.7%.]]></description><link>https://incomeworksllc.com/blog/are-we-too-concentrated-on-ai</link><guid isPermaLink="false">69531f5334a51ee1f9142e43</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 25 Dec 2025 08:27:37 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/jT_PxZDzvT0/Banner_are-we-too-concentrated-on-ai.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><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 Financial Year in Review and The 2026 Market Outlook]]></title><description><![CDATA[WHZ's senior partners provide a review of the key market trends, economic events, and financial planning lessons from 2025, and what they mean for investors heading into 2026.]]></description><link>https://incomeworksllc.com/blog/2025-financial-year-in-review-and-the-2026-market-outlook</link><guid isPermaLink="false">6952aad1e5be83dd53981afc</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 17 Dec 2025 08:27:43 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RzWHgNnacbB/2025-financial-year-in-review-2026-market-outlook.jpg"/><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/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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Our Most Popular Pieces of 2025 and What They Reveal About the Year Ahead]]></title><description><![CDATA[When we reviewed WHZ’s most popular pieces of 2025 (all of which you can access ob our website at whzwealth.com) something interesting emerged. At first glance, the topics seemed all over the map: gifting strategies, inheritance psychology, presidential policy changes, healthcare costs, and even the new FICO credit-scoring models. But when we stepped back, a pattern came into focus: every one of these themes points to a deeper shift occurring in the financial lives of Americans—and especially in the lives of people preparing for or navigating major financial transitions. ]]></description><link>https://incomeworksllc.com/blog/our-most-popular-pieces-of-2025-and-what-they-reveal-about-the-year-ahead</link><guid isPermaLink="false">6935c8c90d543287585a9991</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sun, 07 Dec 2025 08:27:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qAMv5jGD6oc/Banner_our-most-popular-pieces-of-2025-and-what-they-reveal-about-the-year-ahead.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/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></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[Temporary Tax Breaks for Seniors: How to Leverage Them Before They're Gone ]]></title><description><![CDATA[If you're 65 or older, 2025 brings unprecedented tax relief that won't last forever. Understanding how to maximize these temporary benefits before they expire in 2028 could save you thousands of dollars. Here’s a breakdown of what to know, and how to prepare. ]]></description><link>https://incomeworksllc.com/blog/temporary-tax-breaks-for-seniors</link><guid isPermaLink="false">691908cd040cdb3a9fefb70f</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Fri, 14 Nov 2025 10:50:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YkSaAUUtCGU/temporary-tax-cut-for-seniors.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/tax-planning" slug="tax-planning" name="Tax 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 Tax Filing: What to Expect & Why to Prepare Before This Year Ends ]]></title><description><![CDATA[Tax season will be here before you know it, and getting ahead of it now can save you significant time, stress, and money. Whether you're an early filer or someone who waits until the deadline, understanding what to expect and taking proactive steps now is sure to make the entire process smoother, and may even save you some money.]]></description><link>https://incomeworksllc.com/blog/2026-tax-season-what-to-expect-how-to-prepare</link><guid isPermaLink="false">69190e1ace3d195be557e002</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Thu, 13 Nov 2025 08:36:40 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IvrXSG-2a2t/2026-tax-season.png"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Investment Portfolio Performance: Looking Beyond the Shutdown]]></title><description><![CDATA[When faced with the looming threat of a potentially disastrous Thanksgiving holiday travel period, US senators finally reached a compromise to reopen the government on November 12th. Republican Senate leaders agreed to vote by mid-December on a Democratic bill to extend the Affordable Care Act subsidies and seven Democratic senators and one Independent crossed the aisle and agreed to vote for the Senate’s government funding bill.]]></description><link>https://incomeworksllc.com/blog/investment-portfolio-performance-looking-beyond-the-shutdown</link><guid isPermaLink="false">69274adaaac16b6b51f8eba3</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Wed, 05 Nov 2025 08:36:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IYL86_d8xS9/Banner_investment-portfolio-performance-looking-beyond-the-shutdown.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><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[Beyond "Giving Tuesday": Charitable Giving Strategies for Maximum Impact and Tax Benefits]]></title><description><![CDATA[While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.  ]]></description><link>https://incomeworksllc.com/blog/beyond-giving-tuesday-charitable-giving-strategies-for-maximum-impact-and-tax-benefits</link><guid isPermaLink="false">69092271044c3f39e5d819ac</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sun, 02 Nov 2025 08:36:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/oNrBm1vqYJ6/Banner_beyond-giving-tuesday-charitable-giving-strategies-for-maximum-impact-and-tax-benefits.png"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[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 $84 Trillion Women's Wealth Transfer: Navigating the Greatest Financial Shift in History]]></title><description><![CDATA[Over $84 trillion in assets is expected to pass from the Silent Generation and baby boomers to their loved ones over the next two decades. It's the greatest generational wealth transfer in history, and women stand to benefit substantially as wealth passes from generations where money was managed largely by men to one where it is increasingly managed by women.]]></description><link>https://incomeworksllc.com/blog/the-84-trillion-womens-wealth-transfer-navigating-the-greatest-financial-shift-in-history</link><guid isPermaLink="false">68faa7a85bf0e9c5982e09ad</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Mon, 20 Oct 2025 08:37:04 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YS1km9AFT_r/Banner_the-84-trillion-womens-wealth-transfer-navigating-the-greatest-financial-shift-in-history.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/women" slug="women" name="Women"/><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[What Lower Interest Rates Could Mean for Markets and Your Wallet]]></title><description><![CDATA[October began with investors focused on the Federal Reserve’s latest shift in policy. After four rate cuts since 2024, the Federal Reserve has lowered its benchmark short-term rate to 4.0%–4.25%, balancing the need to support a changing job market while continuing to battle inflation that remains above its 2% target. ]]></description><link>https://incomeworksllc.com/blog/what-lower-interest-rates-could-mean-for-markets-and-your-wallet</link><guid isPermaLink="false">68eea4d057f6f836e9bb9eaa</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Budgeting]]></category><pubDate>Tue, 14 Oct 2025 08:37:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/4phJrHmJHaS/Banner_what-lower-interest-rates-could-mean-for-markets-and-your-wallet.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/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/budgeting" slug="budgeting" name="Budgeting"/></item><item><title><![CDATA[Navigating Business Succession in an Uncertain Economy]]></title><description><![CDATA[In today's volatile economy, succession planning isn't optional – it's essential. With market swings and shifting policies, the smartest move is to start early and proceed with purpose. These are the key themes we emphasize with our business-owner clients.   ]]></description><link>https://incomeworksllc.com/blog/navigating-business-succession-in-an-uncertain-economy</link><guid isPermaLink="false">68d9a1742d0bdefa9cd52101</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 30 Sep 2025 08:37:28 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/fwaiOl0Crzy/banner-business-succession.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/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[The Cost of Growing Old: What to Know Now to Be Prepared ]]></title><description><![CDATA[Aging comes with significant financial and lifestyle considerations. From healthcare to long-term care, estate planning and more, here are the essential steps to take now so that you're well cared for later.]]></description><link>https://incomeworksllc.com/blog/the-cost-of-growing-old-what-to-know-now-to-be-prepared</link><guid isPermaLink="false">68d9a741c38a009d78e3c05c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 30 Sep 2025 08:37:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/1VIAlztYU8k/banner-cost-of-growing-old.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/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"/></item><item><title><![CDATA[Executives: How the Big Beautiful Bill Act Affects Your Compensation and Financial Planning ]]></title><description><![CDATA[The One Big Beautiful Bill Act (OBBBA) has introduced some of the most meaningful changes to executive financial planning in years. Here’s a closer look at what this all means for executives and their financial strategies.  ]]></description><link>https://incomeworksllc.com/blog/executives-how-the-big-beautiful-bill-act-affects-your-compensation-and-financial-planning</link><guid isPermaLink="false">68d99fe1c38a009d78e3bab1</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Sat, 27 Sep 2025 10:49:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/UAaCz9gryee/banner-executive-compensation-OBBBA.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/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[8 Ways to Reduce Your 2025 Tax Bill Before Year’s End  ]]></title><description><![CDATA[With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. Here's what to know and do right now. ]]></description><link>https://incomeworksllc.com/blog/8-ways-to-reduce-your-2025-tax-bill-before-years-end</link><guid isPermaLink="false">68d6e484c38a009d78e12ee3</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 26 Sep 2025 08:37:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/p4iJqMEVFRs/banner-reduce-tax-bill.svg"/><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-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Why Q4 Investment Portfolio Positioning Matters More Than Ever]]></title><description><![CDATA[September is often a tough month for investors. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty. Here's why investors should review their portfolios now.     ]]></description><link>https://incomeworksllc.com/blog/why-q4-investment-portfolio-positioning-matters-more-than-ever</link><guid isPermaLink="false">68d2cf883d174c1b07b1c853</guid><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Mon, 22 Sep 2025 08:37:58 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VPXewICTQ4-/banner-Q4-portfolio-positioning.svg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><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[WHZ Strategic Wealth Advisors Welcomes Logan Lum and Aleesha Graham to Advisory Team ]]></title><description><![CDATA[WHZ has welcomed Logan Lum as Associate Vice President, Lead Wealth Advisor, and Aleesha Graham as Director, Associate Wealth Advisor. These strategic additions underscore the firm's commitment to continually evolving its capabilities to deliver exceptional, personalized wealth management services to every client at every touchpoint. ]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-welcomes-logan-lum-and-aleesha-graham-to-advisory-team</link><guid isPermaLink="false">68c8511d445135b716389964</guid><category><![CDATA[WHZ News]]></category><pubDate>Mon, 15 Sep 2025 08:38:05 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/s_Ak8T3y_03/banner_Lum-Graham.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[Buy Now, Pay Later: What the New FICO Credit Scoring Models Mean for Your Financial Health ]]></title><description><![CDATA[Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Here's what to know.]]></description><link>https://incomeworksllc.com/blog/buy-now-pay-later-what-the-new-fico-credit-scoring-models-mean-for-your-financial-health</link><guid isPermaLink="false">68af4ada022a8ac291947c90</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Thu, 28 Aug 2025 08:46:02 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RKWSZr6ueBs/banner-new-fico-scores-and-bnpl.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/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[Six "Big, Beautiful" Tax Wins for Small Business Owners In the OBBBA]]></title><description><![CDATA[Here are six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement. ]]></description><link>https://incomeworksllc.com/blog/six-big-beautiful-tax-wins-for-small-business-owners-in-the-obbba</link><guid isPermaLink="false">68af47a888f8e60cc86c7479</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 26 Aug 2025 08:46:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/TUeiPexLKCt/banner-OBBBA-and-business-taxes.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[10 Ways Millennials and Gen Z Could Benefit from the Big Beautiful Bill Act]]></title><description><![CDATA[The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z – here are the top 10.]]></description><link>https://incomeworksllc.com/blog/10-ways-millennials-and-gen-z-could-benefit-from-the-big-beautiful-bill-act</link><guid isPermaLink="false">68af427e022a8ac29194731c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 26 Aug 2025 08:46:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/DeH-yW7PYVA/banner-OBBBA-millennials-and-gen-z.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/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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Key Impacts of the Big, Beautiful Bill Act]]></title><description><![CDATA[The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.     ]]></description><link>https://incomeworksllc.com/blog/key-impacts-of-the-big-beautiful-bill-act</link><guid isPermaLink="false">68925a811d996ca6deabed96</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 05 Aug 2025 08:46:20 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/shKnE7TmMXd/banner_BBBA.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/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[WHZ Strategic Wealth Advisors, Dunn Marketing Win 2025 Communicator Award for Financial Services Marketing Effectiveness]]></title><description><![CDATA[WHZ Strategic Wealth Advisors and its agency of record, Dunn Marketing, have been honored with a 2025 Communicator Award of Distinction1 in the Financial Services Marketing Campaign Effectiveness category for WHZ’s "Absolute Confidence. Unwavering Partnership. For Life." campaign, competing alongside industry giants including American Express, Bank of America, and AllianceBernstein.]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-dunn-marketing-win-2025-communicator-award-for-financial-services-marketing-effectiveness</link><guid isPermaLink="false">68827b2aa35e87de76cf6a84</guid><category><![CDATA[WHZ News]]></category><pubDate>Tue, 29 Jul 2025 08:46:26 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/-in3EUU0krP/banner_communicator-award-2025.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></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[How to Use Business Equity to Build Personal Wealth ]]></title><description><![CDATA[Running a successful business is an achievement worth celebrating. But your business success should fuel also your personal wealth, not just get reinvested back into operations. The challenge? ]]></description><link>https://incomeworksllc.com/blog/how-to-use-business-equity-to-build-personal-wealth</link><guid isPermaLink="false">6887d9cc3b91931efd0c1119</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 24 Jul 2025 08:46:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/VSKYpF2NKHJ/banner_kevin-le.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/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"/></item><item><title><![CDATA[Stocks Conquer a Wall of Worries  ]]></title><description><![CDATA[The stock market has climbed a wall of worry this year, ascending to new heights despite a long list of scary news headlines.]]></description><link>https://incomeworksllc.com/blog/stocks-conquer-a-wall-of-worries</link><guid isPermaLink="false">686ffcbb4a01b854ca3e0910</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 24 Jul 2025 08:46:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/O5I5szTFFfx/banner-executive-tax-tips-2025.jpg"/><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/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[Business Owner's Mid-Year Gut Check: Balancing Business Growth with Personal Financial Security ]]></title><description><![CDATA[As a business owner, you face a constant balancing act: how much should you reinvest in your business versus extracting wealth for personal financial security?]]></description><link>https://incomeworksllc.com/blog/business-owners-mid-year-gut-check-balancing-business-growth-with-personal-financial-security</link><guid isPermaLink="false">686c1221b1b4c803e70bd08a</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Mon, 07 Jul 2025 08:46:59 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/h4yF-_t3_-N/banner-executive-tax-tips-2025.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/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"/></item><item><title><![CDATA[10 Critical Tax Tips for Executives in 2025 ]]></title><description><![CDATA[With key Tax Cuts and Jobs Act provisions expiring at the end of 2025, now is the time for executives to utilize strategies to optimize their tax situation. Here are the most important tax considerations for those in executive and leadership positions. ]]></description><link>https://incomeworksllc.com/blog/10-critical-tax-tips-for-executives-in-2025</link><guid isPermaLink="false">686417a528a08354e0faf167</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Tue, 01 Jul 2025 10:49:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/upU38FJ9xCd/banner-executive-tax-tips-2025.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/tax-planning" slug="tax-planning" name="Tax 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[Midyear Financial Checkup: Essential Steps for 2025 ]]></title><description><![CDATA[We’ve just passed the midpoint of 2025 – the perfect time to pause and evaluate your finances.]]></description><link>https://incomeworksllc.com/blog/midyear-financial-checkup-essential-steps-for-2025</link><guid isPermaLink="false">686409f19497e8605e627496</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 01 Jul 2025 08:47:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Q1Q0aolvQX-/Avoiding-scams-1.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/tax-planning" slug="tax-planning" name="Tax 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[What Financial Freedom Really Means & How to Achieve It ]]></title><description><![CDATA[Financial freedom—it's a term we hear constantly, but what does it actually mean? At WHZ, we've found that true financial freedom isn't just about reaching a specific dollar amount in your bank account.]]></description><link>https://incomeworksllc.com/blog/what-financial-freedom-really-means-and-how-to-achieve-it</link><guid isPermaLink="false">6862bddf68ecc3606d29b3ac</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Sun, 29 Jun 2025 10:49:41 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/dZJn4eeds_Y/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/by-advisor-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors Announces Further Client Value Delivery: Amplified Client Experience in Pomfret Headquarters, New Partners and Promotions ]]></title><description><![CDATA[WHZ Strategic Wealth Advisors cut the ribbon on its remodeled and expanded headquarters in Pomfret, Connecticut on the evening of June 26th. ]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-announces-further-client-value-delivery-amplified-client-experience-in-pomfret-headquarters-new-partners-and-promotions</link><guid isPermaLink="false">6854652414eec76c8cd1b8ec</guid><category><![CDATA[WHZ News]]></category><pubDate>Wed, 25 Jun 2025 08:56:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/d19dcVBUZYU/banner_pomfret-ribbon-cutting.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[Examining the President’s “Big, Beautiful Bill” ]]></title><description><![CDATA[The Republican-controlled House of Representatives has passed a huge piece of legislation that extends tax cuts from President Trump’s first term and layers on additional tax cuts and benefits for consumers. ]]></description><link>https://incomeworksllc.com/blog/examining-the-presidents-big-beautiful-bill</link><guid isPermaLink="false">68546c26fef5217119b7db13</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 19 Jun 2025 08:56:31 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/yWh8-d1loka/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/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[Leveraging Your Emergency Fund to Help Fuel Your Goals: Tips for 2025 ]]></title><description><![CDATA[When it comes to emergency funds, the age-old advice has been to keep three to six months' worth of expenses in a basic savings account. ]]></description><link>https://incomeworksllc.com/blog/leveraging-your-emergency-fund-to-help-fuel-your-goals-tips-for-2025</link><guid isPermaLink="false">68387426acf02139c0434717</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Tue, 10 Jun 2025 10:49:37 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/m-lAD0EOslX/Avoiding-scams.jpg"/><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-jonathan-mathews" slug="by-advisor-jonathan-mathews" name="By Advisor Jonathan Mathews"/></item><item><title><![CDATA[Business Interruption Insurance: What Every Owner Needs to Know ]]></title><description><![CDATA[When unexpected events force your business to temporarily shut down or operate at reduced capacity, the financial impact can be devastating. Business interruption insurance serves as a critical financial safety net, but understanding what it covers, how much you need, and what it costs requires careful consideration. ]]></description><link>https://incomeworksllc.com/blog/business-interruption-insurance-what-every-owner-needs-to-know</link><guid isPermaLink="false">682f3ebce29c46f27ebfe5ad</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 06 Jun 2025 08:56:39 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EyADhJVW0r6/Avoiding-scams-1.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/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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></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[Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company ]]></title><description><![CDATA[At the end of 2025, business owners could face a significant turning point in tax policy. The Tax Cuts and Jobs Act (TCJA) of 2017, which dramatically reformed the U.S. tax code, included numerous provisions set to expire on December 31, 2025. ]]></description><link>https://incomeworksllc.com/blog/business-tax-outlook-what-continuing-tcja-tax-provisions-could-mean-for-your-company</link><guid isPermaLink="false">680fe043f0728fc5de62ab11</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 13 May 2025 08:56:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/5ReWy7CtyA2/Avoiding-scams-2.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/business-owners" slug="business-owners" name="Business Owners"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[529 College Savings Plans: Your Questions Answered ]]></title><description><![CDATA[Education is one of the most valuable investments you can make for your loved ones, but paying for college can be daunting.]]></description><link>https://incomeworksllc.com/blog/529-college-savings-plans-your-questions-answered</link><guid isPermaLink="false">680fdcb1f0728fc5de62a79b</guid><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Mon, 12 May 2025 08:56:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/zosNMAS9LoY/Avoiding-scams-4.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/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Riding the Tariff Rollercoaster ]]></title><description><![CDATA[The details surrounding President Trump’s proposed tariffs are changing so rapidly it’s tough to keep track of what products from which countries will face levies. This unsettled environment has sent the S&P 500 lurching from gains to losses.]]></description><link>https://incomeworksllc.com/blog/riding-the-tariff-rollercoaster</link><guid isPermaLink="false">681e3555c73f24f9e827b54b</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 09 May 2025 08:56:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZuW3kHS9UqE/Avoiding-scams.jpg"/><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/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[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[Creating a Smart Financial Strategy to Pay for College ]]></title><description><![CDATA[Planning for your child's college education can feel overwhelming—from understanding financial aid to knowing how much to save and where to put those savings.]]></description><link>https://incomeworksllc.com/blog/creating-a-smart-financial-strategy-to-pay-for-college</link><guid isPermaLink="false">680bca9955f16a488bb3dc73</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 06 May 2025 08:57:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/k3VEHQxOasN/Avoiding-scams-1.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/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/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[10 Steps for Effective Business Financial Planning ]]></title><description><![CDATA[For small business owners, effective financial planning plays a critical role in achieving financial stability and growth for both your business and personal finances.]]></description><link>https://incomeworksllc.com/blog/10-steps-for-effective-business-financial-planning</link><guid isPermaLink="false">67f4343f1c7df26ee2ae4c2b</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 17 Apr 2025 08:57:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/OJnjhw1fZ2Q/Avoiding-scams.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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><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[Financial Impacts of Trump’s First 60 Days in Office ]]></title><description><![CDATA[From tarriffs to tax policy, President Trump has hit the ground running on enacting sweeping changes in his second term. Here's how it's impacted markets and wallets thus far.]]></description><link>https://incomeworksllc.com/blog/financial-impacts-of-trumps-first-60-days-in-office</link><guid isPermaLink="false">67e5aea475c49b70f3066017</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 15 Apr 2025 08:57:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/bksGciuSqQa/Avoiding-scams-3.jpg"/><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/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[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[Executives: Don't Overlook These Three Critical Financial Planning Moves ]]></title><description><![CDATA[In the fast-paced world of corporate leadership, executives often focus intensely on driving business success while their personal financial planning takes a back seat. ]]></description><link>https://incomeworksllc.com/blog/executives-dont-overlook-these-three-critical-financial-planning-moves</link><guid isPermaLink="false">67e5a8bc75c49b70f306592c</guid><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Mon, 07 Apr 2025 10:49:30 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/vgWgI8QpODq/Avoiding-scams-1.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/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[ESG Investment Funds Are a Hot Topic - Are They Right for Your Investment Strategy? ]]></title><description><![CDATA[Whether ESG funds are right for you is largely a personal decision that should align with your overall financial goals and values. Let's explore what socially responsible investing means and how it might fit into your financial plan. 
]]></description><link>https://incomeworksllc.com/blog/esg-investment-funds-are-a-hot-topic-are-they-right-for-your-investment-strategy</link><guid isPermaLink="false">67e5a58c75c49b70f30656f1</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Thu, 03 Apr 2025 08:57:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/V0ccyOdXMgn/banner-esg-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/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Tax 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[5 Years Later: Financial Lessons from the COVID-19 Pandemic ]]></title><description><![CDATA[As we near five years since the start of the COVID-19 pandemic, our team at WHZ recently took some time to think back and talk about how this unusual global event changed our everyday lives and the financial world for people, companies, and markets globally.]]></description><link>https://incomeworksllc.com/blog/5-years-later-financial-lessons-from-the-covid-19-pandemic</link><guid isPermaLink="false">67c61014d694f1eb0afff230</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 05 Mar 2025 08:57:41 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/fLV4hcKN-gQ/Avoiding-scams-1.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Financial Empowerment Tips for Women Business Owners ]]></title><description><![CDATA[As a business leader and woman in finance, I've witnessed firsthand how female entrepreneurs are transforming the business landscape.]]></description><link>https://incomeworksllc.com/blog/financial-empowerment-tips-for-women-business-owners</link><guid isPermaLink="false">67caff1adafb84356a1922b7</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Wed, 05 Mar 2025 08:57:37 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/8pDGMMIgT2q/Avoiding-scams.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/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/><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[Financial Impacts if Trump Extends the Tax Cuts and Jobs Act ]]></title><description><![CDATA[The Tax Cuts and Jobs Act (TCJA) of 2017 enacted many significant changes that lowered tax rates for both businesses and individuals. But unless actions are taken, those changes are set to expire this year.]]></description><link>https://incomeworksllc.com/blog/financial-impacts-if-trump-extends-the-tax-cuts-and-jobs-act</link><guid isPermaLink="false">67a393be896cd319a4fcf177</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Tue, 25 Feb 2025 08:57:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/aRLj5Rs-c5E/Tax-Efficient-Ways.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/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[Avoiding Financial Scams at Tax Time and Beyond ]]></title><description><![CDATA[Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults. ]]></description><link>https://incomeworksllc.com/blog/avoiding-financial-scams-at-tax-time-and-beyond</link><guid isPermaLink="false">67a52543896cd319a4fe79fc</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 14 Feb 2025 08:57:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/3rZDCDeR9lz/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/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[4 Financial Red Flags When Dating Someone New]]></title><description><![CDATA[Make sure your new relationship is off to a strong start by addressing these 4 financial concerns from the get-go.]]></description><link>https://incomeworksllc.com/blog/4-financial-red-flags-when-dating-someone-new</link><guid isPermaLink="false">673d07ddc53f9a0fb8583eda</guid><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sun, 02 Feb 2025 08:57:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/x_financial_red_flags_when_dating_someone_new-copy.jpg"/><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[Building Generational Wealth: Lessons from Black Wall Street ]]></title><description><![CDATA[As we honor Black History Month, there are powerful lessons we can learn from one of the most remarkable examples of wealth building in American history - the story of Black Wall Street in Tulsa's Greenwood District.]]></description><link>https://incomeworksllc.com/blog/building-generational-wealth-lessons-from-black-wall-street</link><guid isPermaLink="false">6797ae98fafce209da39fff8</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 29 Jan 2025 08:57:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/rBgQkIgRvjA/black-wall-street.jpg"/><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"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors Welcomes Jonathan Mathews to Tolland Office as Associate Vice President, Wealth Advisor  ]]></title><description><![CDATA[Join us in giving a warm welcome to the newest member of the WHZ team, Jonathan Mathews, Associate Vice President, Wealth Advisor! ]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-welcomes-jonathan-mathews-to-tolland-office-as-associate-vice-president-wealth-advisor</link><guid isPermaLink="false">678e8da3d64508db1e426aab</guid><category><![CDATA[WHZ News]]></category><pubDate>Sun, 26 Jan 2025 08:58:01 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/OuW9KZyL6Jm/banner_kevin-le-1.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors Among 8% of CT Wealth Management Entrants to Earn "Five Star Wealth Manager" Award]]></title><description><![CDATA[For the 11th consecutive year, all eligible WHZ advisors were recognized with the "Five Star Wealth Manager" award.]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-among-8-of-ct-wealth-management-entrants-to-earn-five-star-wealth-manager-award</link><guid isPermaLink="false">677d8f962aa1f90885bc576d</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Tue, 14 Jan 2025 08:58:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/pZNFLbz_Qco/WHZ-2024-Five-Star-Awardees.png"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><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[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[What To Do When Your Income Reaches Six Figures]]></title><description><![CDATA[Congrats on six figures! Now learn how to make the most of it.]]></description><link>https://incomeworksllc.com/blog/what-to-do-when-your-income-reaches-six-figures</link><guid isPermaLink="false">63d85f544c26a81c6f0a6a4b</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Budgeting]]></category><category><![CDATA[By Advisor Jonathan Mathews]]></category><pubDate>Fri, 03 Jan 2025 10:49:23 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Q0UfJt5oMK/banner-what-to-do-six-figure-salary.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/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/budgeting" slug="budgeting" name="Budgeting"/><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 to Do if You Are the Victim of a Cybersecurity Breach ]]></title><description><![CDATA[In today's digitally connected world, cybersecurity breaches are an ever-present threat. Whether you're an individual, a small business owner, or part of a large corporation, the impact of a breach can be devastating. ]]></description><link>https://incomeworksllc.com/blog/what-to-do-if-you-are-the-victim-of-a-cybersecurity-breach</link><guid isPermaLink="false">675c80ce50442eb0421d4911</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 20 Dec 2024 08:58:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/UHKKn7yoBlQ/WHZ-Website-Banner.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/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Tax Season 2025: Key Dates, Tax Law Changes, and Strategies for The Year Ahead ]]></title><description><![CDATA[As we enter 2025, the tax landscape is especially significant with several major changes on the horizon. It will be more important than ever to stay informed about your finances and to work closely with your accountant and financial planner to ensure your financial plan stays as tax efficient as possible. ]]></description><link>https://incomeworksllc.com/blog/tax-season-2025-key-dates-tax-law-changes-and-strategies-for-the-year-ahead</link><guid isPermaLink="false">675c881c50442eb0421d4ff3</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 20 Dec 2024 08:58:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RN7DxEgVMPU/banner_kevin-le-1.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/tax-planning" slug="tax-planning" name="Tax 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[One Resolution That Could Provide You With A Better Financial Future ]]></title><description><![CDATA[Think about your last doctor's visit. You probably shared details about your lifestyle, symptoms, and health history – even if some of it felt uncomfortable – because you know that having complete information helps your doctor make the best possible decisions for your health. ]]></description><link>https://incomeworksllc.com/blog/one-resolution-that-could-provide-you-with-a-better-financial-future</link><guid isPermaLink="false">675c915650442eb0421d5ce1</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 20 Dec 2024 08:58:26 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/iUKBv8D7ywN/banner_kevin-le-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/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"/></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[2024: A Year of Change for The Markets and Economy ]]></title><description><![CDATA[2024 will go into the history books as the year the recession never arrived. After the Federal Reserve raised interest rates sharply in 2023 to fight a post-pandemic spike in inflation, concerns grew early this year that economic growth would stall.]]></description><link>https://incomeworksllc.com/blog/2024-a-year-of-change-for-the-markets-and-economy</link><guid isPermaLink="false">6750888c0dfdeebbe4b17d94</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 13 Dec 2024 08:58:38 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Mv6sHUsLTIc/banner_kevin-le.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/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[How to Gift Others with A Rich Life ]]></title><description><![CDATA[The holiday season is so special in part because it offers an opportunity to show our loved ones how much they mean to us through shared celebrations and special gifts. ]]></description><link>https://incomeworksllc.com/blog/how-to-gift-others-with-a-rich-life</link><guid isPermaLink="false">673f6690e284c669ba38cb43</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Kate Pitts]]></category><pubDate>Mon, 09 Dec 2024 08:58:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YvwpJrvrQV_/Tax-Efficient-Ways-1.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/by-kate-pitts" slug="by-kate-pitts" name="By Kate Pitts"/></item><item><title><![CDATA[Gifting vs. Inheritance: Which is Better for Your Beneficiaries? ]]></title><description><![CDATA[When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone. ]]></description><link>https://incomeworksllc.com/blog/gifting-vs-inheritance-which-is-better-for-your-beneficiaries</link><guid isPermaLink="false">673f6127a232fedbe89b3c4f</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Thu, 05 Dec 2024 08:58:46 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Epu_C4KWFy2/Tax-Efficient-Ways.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/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Tax-Efficient Ways to Show Gratitude Through Charitable Giving]]></title><description><![CDATA[As we enter the season of gratitude and giving, Giving Tuesday offers a wonderful opportunity to reflect on our blessings and pay it forward through charitable donations.]]></description><link>https://incomeworksllc.com/blog/tax-efficient-ways-to-show-gratitude-through-charitable-giving</link><guid isPermaLink="false">67117e2db955a5536057f744</guid><category><![CDATA[Charitable Giving]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 29 Nov 2024 08:58:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YAc9Uy9QGlN/Tax-Efficient-Ways.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Investing in 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[End-of-Year Strategies to Boost Your Investments and Trim Your Taxes]]></title><link>https://incomeworksllc.com/blog/end-of-year-strategies-to-boost-your-investments-and-trim-your-taxes</link><guid isPermaLink="false">672a6cd8cb3692ffda3e1c44</guid><pubDate>Fri, 22 Nov 2024 04:19:33 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RYZO6RVFCF1/Tax-Efficient-Ways.jpg"/></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[What President-Elect Trump May Mean for Markets]]></title><description><![CDATA[After a contentious campaign season, former President Donald Trump has been elected the 47th president of the United States. ]]></description><link>https://incomeworksllc.com/blog/what-president-elect-trump-may-mean-for-markets</link><guid isPermaLink="false">6724fb1959b45138b3d190e6</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 07 Nov 2024 09:05:36 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/j6iJwe42ks8/Tax-Efficient-Ways-1.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/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Know The Early Signs of Alzheimer's - And How to Proactively Protect Your Finances ]]></title><description><![CDATA[As the nation observes Alzheimer’s Awareness Month, we at WHZ Strategic Wealth Advisors thought it the perfect time to raise awareness about this critical and all too common issue. ]]></description><link>https://incomeworksllc.com/blog/know-the-early-signs-of-alzheimers-and-how-to-proactively-protect-your-finances</link><guid isPermaLink="false">65ca70d38eaae1dd62b71779</guid><category><![CDATA[Financial Planning]]></category><pubDate>Fri, 01 Nov 2024 10:46:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZWJM_f-t-B6/banner_kevin-le.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/></item><item><title><![CDATA[Important Q4 Dates & Deadlines for Benefit Plan Sponsors]]></title><description><![CDATA[If you’re a business owner, you already know that staying on top of important employee benefit deadlines and compliance requirements is crucial. ]]></description><link>https://incomeworksllc.com/blog/important-q4-dates-and-deadlines-for-benefit-plan-sponsors</link><guid isPermaLink="false">67117eefdb2a74fbec13fdc7</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 29 Oct 2024 09:05:45 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/rY9KXg5TznD/banner_kevin-le.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/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[Dealing with the Financial Implications of Cancer or Other Serious Diagnosis]]></title><description><![CDATA[As we observe Breast Cancer Awareness Month, it is an important reminder to reflect not only on prevention and early detection of breast cancer, but also on the broader impacts that a cancer diagnosis of any kind, or a diagnosis of any serious illness, can have.

]]></description><link>https://incomeworksllc.com/blog/dealing-with-the-financial-implications-of-cancer-or-other-serious-diagnosis</link><guid isPermaLink="false">66eaf47ffe44179517239353</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 18 Oct 2024 09:05:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/giOZ81wS5Yu/Banner-dealing-with-the-financial-implications-of-cancer-or-other-serious-diagnosis-1.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/financial-planning" slug="financial-planning" name="Financial 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[Dunn Marketing, WHZ Strategic Wealth Advisors Win Prestigious Gramercy Institute Award for Person-Centered Content Marketing Campaign ]]></title><description><![CDATA[Dunn Marketing and WHZ Strategic Wealth Advisors have been honored with a 2024 Gramercy Institute Financial Content Marketing Award in the Personal Investing, Business-to-Consumer category, tying with industry giant Vanguard. The award recognizes Dunn Marketing’s and WHZ’s innovative person-centered approach to financial industry marketing and communications. ]]></description><link>https://incomeworksllc.com/blog/dunn-marketing-whz-strategic-wealth-advisors-win-prestigious-gramercy-institute-award-for-person-centered-content-marketing-campaign</link><guid isPermaLink="false">6707f40eed90c731cd97e920</guid><category><![CDATA[WHZ News]]></category><pubDate>Mon, 14 Oct 2024 09:05:58 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/GKpID_xXF6Y/WHZ-Dunn-Marketing-Gramercy-Financial-Content-Marketing-Award-2024.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></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[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[Cybersecurity Tips for Cybersecurity Awareness Month]]></title><description><![CDATA[As we celebrate Cybersecurity Awareness Month, it's the perfect time to revisit and strengthen our digital security practices. In today's hyper-connected world, protecting our online presence is more crucial than ever.]]></description><link>https://incomeworksllc.com/blog/cybersecurity-tips-for-cybersecurity-awareness-month</link><guid isPermaLink="false">66a00c736115365cb5281f1f</guid><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sat, 28 Sep 2024 09:06:11 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/q9u3xtlzIve/Banner-blog-cybersecurity-tips-for-cybersecurity-awareness-month.jpg"/><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-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[The Rise of AI in Wealth Management: A Risk/Benefit Analysis ]]></title><description><![CDATA[Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Welcome to the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces.]]></description><link>https://incomeworksllc.com/blog/the-rise-of-ai-in-wealth-management-a-riskbenefit-analysis</link><guid isPermaLink="false">66ba54b21b412539c9d84fb8</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Wed, 25 Sep 2024 09:06:16 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/wRK9KlFV4eQ/Banner-AI-effect-in-wealth-management.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/by-advisor-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[WHZ Strategic Wealth Advisors Welcomes Tanner Sargent as Client Relationship Associate]]></title><description><![CDATA[Join us in giving a warm welcome to the newest member of the WHZ team, Tanner Sargent, Client Relationship Associate!]]></description><link>https://incomeworksllc.com/blog/whz-strategic-wealth-advisors-welcomes-tanner-sargent-as-client-relationship-associate</link><guid isPermaLink="false">66e9b2addbf2a4aed1833ba3</guid><category><![CDATA[WHZ News]]></category><pubDate>Mon, 23 Sep 2024 09:06:20 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SueQuZ9QFnk/banner_kevin-le.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></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[Presidential Candidates On The Economy]]></title><description><![CDATA[Here’s a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.]]></description><link>https://incomeworksllc.com/blog/presidential-candidates-on-the-economy</link><guid isPermaLink="false">66ce3288dd9fbb4d4171d591</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 13 Sep 2024 09:06:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/S2IaeMU9tHT/presidential-candidates-on-economy.jpg"/><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/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[SECURE Act 2.0 Opens New Avenue for Paying Off Student Loan Debt in 2025]]></title><description><![CDATA[In 2025 the SECURE 2.0 Act will go into effect, introducing an innovative new way for employers to help employees pay down student loan debt while also saving for retirement.]]></description><link>https://incomeworksllc.com/blog/secure-act-20-opens-new-avenue-for-paying-off-student-loan-debt-in-2025</link><guid isPermaLink="false">66c8bb902976a1b0538f932a</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><pubDate>Thu, 12 Sep 2024 10:46:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/00FreSurai2/student-loan-match.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/college-planning" slug="college-planning" name="College Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/></item><item><title><![CDATA[How to Use Your Fantasy Football Strategy to Improve Your Investments]]></title><description><![CDATA[You might be surprised to learn that many of the strategies you use in your fantasy football league can also help you build a winning investment portfolio. Here’s how... ]]></description><link>https://incomeworksllc.com/blog/how-to-use-your-fantasy-football-strategy-to-improve-your-investments</link><guid isPermaLink="false">66c8b252dd9fbb4d416cc42d</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><pubDate>Wed, 04 Sep 2024 10:46:23 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/u2ZOt9H7kEI/fantasy-football-investment-strategy.jpg"/><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"/></item><item><title><![CDATA[Interest Rates Are Finally Falling – Here’s Why, And What May Happen As A Result]]></title><description><![CDATA[Curious about the recent shift in interest rates? Discover why the Federal Reserve is eyeing rate cuts and what it means for your wallet. From cheaper mortgages to potential stock market impacts, find out how this economic pivot could affect your financial future.]]></description><link>https://incomeworksllc.com/blog/interest-rates-are-finally-falling-heres-why-and-what-may-happen-as-a-result</link><guid isPermaLink="false">66c3d0d0852f9f03eab89975</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 30 Aug 2024 09:06:43 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/lXkhg_AReiR/Copy-of-WHZ-WEB-BANNER.png"/><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-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Dividing Retirement Assets at Divorce]]></title><description><![CDATA[Divorcing? Don't let your retirement dreams slip away. Discover how to split retirement assets fairly and avoid costly mistakes that could derail your financial future. Learn the insider tips to navigate QDROs, tax implications, and unique retirement benefits like a pro.]]></description><link>https://incomeworksllc.com/blog/dividing-retirement-assets-at-divorce</link><guid isPermaLink="false">66a0874f9f97f8951f65fcb2</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Divorce]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 16 Aug 2024 09:06:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/v9o1hqF90E_/banner-dividing-retirement-assets-at-divorce.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/divorce" slug="divorce" name="Divorce"/><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[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[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[Business Owners: Boost Your Year-End Bottom Line By Employing These Mid-Year Agile Strategies Now ]]></title><description><![CDATA[Looking for ways to up your bottom-line game? Implement these agile strategies to navigate challenges, capitalize on opportunities, and improve your business's financial model.]]></description><link>https://incomeworksllc.com/blog/business-owners-boost-your-year-end-bottom-line-by-employing-these-mid-year-agile-strategies-now</link><guid isPermaLink="false">6679ceed50ac82c98111705f</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 10 Jul 2024 09:07:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HYvYX6nOE-D/banner-mid-year-agile-strategies-to-boost-bottom-line-for-business-owners.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Are Your Investments Really Earning As Much As You Think They Are?]]></title><description><![CDATA[Learn how the concept of real return can help you make better investment decisions for your unique financial situation. Discover why real return should be a key factor in choosing the right mix of assets for your portfolio.]]></description><link>https://incomeworksllc.com/blog/are-your-investments-really-earning-as-much-as-you-think-they-are</link><guid isPermaLink="false">6679b69a50ac82c981114467</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Thu, 04 Jul 2024 09:07:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/k7Xry2PP3EC/banner-are-your-investments-really-earning-as-much-as-you-think-they-are.png"/><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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><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[Should I Rent or Buy My Home – What Makes the Most Financial Sense?]]></title><description><![CDATA[Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.]]></description><link>https://incomeworksllc.com/blog/should-i-rent-or-buy-my-home-what-makes-the-most-financial-sense</link><guid isPermaLink="false">66673a05014da4aad40527b3</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sat, 29 Jun 2024 09:07:19 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/haUgcaa1Pav/banner-rent-or-buy.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/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Achieve Financial Freedom: 7 Steps for Financial Independence]]></title><description><![CDATA[By following these 7 steps, you can work towards becoming financially independent.]]></description><link>https://incomeworksllc.com/blog/achieve-financial-freedom-7-steps-for-financial-independence</link><guid isPermaLink="false">664904ac17534e2fb52d22db</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Sun, 23 Jun 2024 09:07:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/zKmh9U2E_v7/banner-financial-freedom.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/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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[A Mid-Year Outlook on 2024 Interest Rates, Market Performance and More]]></title><description><![CDATA[Although it has been a record-breaking year in the stock markets, investors should take a moment to rebalance portfolios because future returns are never guaranteed. ]]></description><link>https://incomeworksllc.com/blog/a-mid-year-outlook-on-2024-interest-rates-market-performance</link><guid isPermaLink="false">66572a0318f90c0a99923e5a</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Wed, 19 Jun 2024 09:07:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/OFpKmwyUUtB/banner-mid-year-market-outlook.jpg"/><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/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"/></item><item><title><![CDATA[LLC, C Corp, or S Corp: Which Structure is Best for Asset Protection?]]></title><description><![CDATA[Choosing the right business structure is crucial for entrepreneurs. Learn the pros and cons of each structure to make an informed decision and protect your assets.]]></description><link>https://incomeworksllc.com/blog/llc-c-corp-or-s-corp-which-structure-is-best-for-asset-protection</link><guid isPermaLink="false">664900c531ab794277119d82</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Wed, 12 Jun 2024 09:07:33 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/xeBY8noRGXT/banner-business-structures.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/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></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[James Zahansky Honored with Northeast Connecticut Chamber of Commerce Gold Key Award]]></title><description><![CDATA[James Zahansky of WHZ has been awarded the prestigious Gold Key Award by the Northeast Connecticut Chamber of Commerce.]]></description><link>https://incomeworksllc.com/blog/james-zahansky-honored-with-northeast-connecticut-chamber-of-commerce-gold-key-award</link><guid isPermaLink="false">66572ef57771c88b52fc3509</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Mon, 03 Jun 2024 09:07:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/b1I_FKfj7Xn/banner_zahansky-gold-key-award.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Smart Home Improvements that Pay Off: Increasing Value and Tax Savings]]></title><description><![CDATA[By carefully selecting the right improvements, you can enhance your living space, boost your home's marketability, and potentially enjoy tax deductions or credits. ]]></description><link>https://incomeworksllc.com/blog/smart-home-improvements-that-pay-off-increasing-value-and-tax-savings</link><guid isPermaLink="false">6649076917534e2fb52d255a</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 31 May 2024 09:07:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/zoka5OGbR1F/banner-smart-home-improvements.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/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[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[What is the Best Way to Save for College?]]></title><description><![CDATA[Explore the different college savings programs and their pros and cons to help you determine the best approach for your situation. ]]></description><link>https://incomeworksllc.com/blog/what-is-the-best-way-to-save-for-college</link><guid isPermaLink="false">6615c417a66a80347b64f304</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><pubDate>Thu, 16 May 2024 10:46:11 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HBebtd8P-Af/banner-what-is-the-best-way-to-save-for-college.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/college-planning" slug="college-planning" name="College Planning"/></item><item><title><![CDATA[5 Tips for Analyzing Company Financial Statements]]></title><description><![CDATA[By following these key tips, you can develop a deeper understanding of a company's financial health and identify opportunities amidst the risks. ]]></description><link>https://incomeworksllc.com/blog/5-tips-for-analyzing-company-financial-statements</link><guid isPermaLink="false">6615c1d87343c6c0b59586fc</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 10 May 2024 09:08:01 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/j1KH18YVt7K/banner-5-tips-for-analyzing-company-financial-statements.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/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Is It Better to Save or Invest When Interest Rates Are High?]]></title><description><![CDATA[Compare some of the pros and cons of investing in savings accounts and mutual funds versus longer-term investments. ]]></description><link>https://incomeworksllc.com/blog/is-it-better-to-save-or-invest-when-interest-rates-are-high</link><guid isPermaLink="false">663ab3fd1e412f55071068e4</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Thu, 09 May 2024 09:08:05 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IH3sRMcpZdB/banner-save-or-invest-when-interest-rates-are-high.jpg"/><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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><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[How to Pay Down Student Debt Faster]]></title><description><![CDATA[Learn how you can pay down your student debt faster and more efficiently with smart strategies.]]></description><link>https://incomeworksllc.com/blog/how-to-pay-down-student-debt-faster</link><guid isPermaLink="false">6615c1447343c6c0b595869f</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Wed, 08 May 2024 09:08:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RV4-KWzQN-f/banner-how-to-pay-down-student-debt-faster.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/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[Weiss, Hale & Zahansky Launches New Tagline and Campaign Focused on Impact of People-First Wealth Management:  “Absolute Confidence. Unwavering Partnership. For Life.”]]></title><description><![CDATA[A refreshed brand and new advertising campaign launched today by WHZ is keying in on what it says is the ultimate goal of financial planning and wealth management.]]></description><link>https://incomeworksllc.com/blog/weiss-hale-and-zahansky-launches-new-tagline-and-campaign-focused-on-impact-of-people-first-wealth-management-absolute-confidence-unwavering-partnership-for-life</link><guid isPermaLink="false">663106a0e4f17ac1bcf6d4b6</guid><category><![CDATA[WHZ News]]></category><pubDate>Tue, 30 Apr 2024 09:08:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/9aO4-A3Fa3d/banner-WHZ-advisory-team-at-table.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[Is Financial Literacy in Your Child’s Curriculum? 4 Tips to Help]]></title><description><![CDATA[Are you worried about your children’s money skills? Consider the following four tips for teaching financial literacy to your kids. ]]></description><link>https://incomeworksllc.com/blog/is-financial-literacy-in-your-childs-curriculum-4-tips-to-help</link><guid isPermaLink="false">6601fd6c38d997e27174d64a</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Wed, 24 Apr 2024 09:08:19 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/821fK6Sd02x/banner-is-financial-literacy-in-your-childs-curriculum.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/investing" slug="investing" name="Investing"/><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[2024 Tax Planning Tips for Executives and Business Owners]]></title><description><![CDATA[By implementing effective tax planning strategies, you can potentially save thousands of dollars and maximize your financial resources.]]></description><link>https://incomeworksllc.com/blog/2024-tax-planning-tips-for-executives-and-business-owners</link><guid isPermaLink="false">6601fcd538d997e27174d5aa</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 11 Apr 2024 09:08:29 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/lUTKQbEszxX/banner-tax-planning-tips-for-executives-and-business-owners.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/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Yes, It’s An Election Year – But Markets Don’t Play Politics]]></title><description><![CDATA[Learn why long-term investors are wise to tune out the political noise during election cycles.]]></description><link>https://incomeworksllc.com/blog/yes-its-an-election-year-but-markets-dont-play-politics</link><guid isPermaLink="false">6601f38f3e5e656aeecf874f</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 11 Apr 2024 09:08:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SCeEZ4LMZug/banner-markets-dont-play-politics.jpg"/><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-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Top 5 Tips to Increase Savings at Any Age  ]]></title><description><![CDATA[In honor of America Saves Week, here are the top 5 tips and tricks to help you save for what matters most. ]]></description><link>https://incomeworksllc.com/blog/top-5-tips-to-increase-savings-at-any-age</link><guid isPermaLink="false">6601c039f39c5d6ba82eab61</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[Budgeting]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Thu, 04 Apr 2024 09:08:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/tgbk7FbNxLx/banner-increase-savings-at-any-age.jpg"/><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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/budgeting" slug="budgeting" name="Budgeting"/><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[Should I Save or Invest?]]></title><description><![CDATA[Should you save or invest? Examine the key factors to help determine the right balance of both.]]></description><link>https://incomeworksllc.com/blog/should-i-save-or-invest</link><guid isPermaLink="false">6601bc68ff8d0be2629daf2b</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Budgeting]]></category><pubDate>Wed, 03 Apr 2024 10:46:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Q6B-Z5n3Otd/banner-invest-or-save.jpg"/><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/budgeting" slug="budgeting" name="Budgeting"/></item><item><title><![CDATA[Financial Advice For Women, From Women, On International Women’s Day]]></title><description><![CDATA[In honor of International Women’s Day, get financial advice for women, from women. ]]></description><link>https://incomeworksllc.com/blog/financial-advice-for-women-from-women</link><guid isPermaLink="false">65d553f11863ac87bdf4005c</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><category><![CDATA[By Kate Pitts]]></category><pubDate>Fri, 08 Mar 2024 09:08:44 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Y-ziN3Kb1uk/banner-international-womens-day.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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/><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"/><post:categories url="https://incomeworksllc.com/blog/category/by-kate-pitts" slug="by-kate-pitts" name="By Kate Pitts"/></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[The "Taylor Swift Effect” and Its Financial Lessons for Women]]></title><description><![CDATA[Taylor Swift's success holds valuable financial lessons that women everywhere can apply to boost their financial confidence and empower their own financial journey.]]></description><link>https://incomeworksllc.com/blog/the-taylor-swift-effect-and-its-financial-lessons-for-women</link><guid isPermaLink="false">65cd4f978eaae1dd62b9b8c4</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Sun, 03 Mar 2024 09:08:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/BFdl8w7Woud/banner-taylor-swift-financial-lessons.jpg"/><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/women" slug="women" name="Women"/><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[Stocks Are Up – Consider Rebalancing]]></title><description><![CDATA[The stock market has kicked off 2024 in grand fashion. But rebalancing portfolios on a regular basis—during good times and bad—is key to ensuring that your investment plan is on track.]]></description><link>https://incomeworksllc.com/blog/stocks-are-up-consider-rebalancing</link><guid isPermaLink="false">65d5508f1863ac87bdf3fd1b</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><pubDate>Thu, 29 Feb 2024 10:46:04 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/8cC1i4QesuX/banner-stocks-are-up-consider-rebalancing.jpg"/><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"/></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[Cryptocurrency and Your Estate Plan]]></title><link>https://incomeworksllc.com/blog/cryptocurrency-and-your-estate-plan</link><guid isPermaLink="false">65c9280d24f5a6a5e036c7d5</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Mon, 19 Feb 2024 09:09:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/0uR02-EWT7N/banner-cryptocurrency-estate-plan.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/investing" slug="investing" name="Investing"/><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"/></item><item><title><![CDATA[What is a Family Business Succession Plan and Do I Need One for My Business?]]></title><description><![CDATA[Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation. ]]></description><link>https://incomeworksllc.com/blog/what-is-a-family-business-succession-plan-and-do-i-need-one-for-my-business</link><guid isPermaLink="false">65c924e7badbe91ffecbf3fe</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Business Succession Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 15 Feb 2024 09:09:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/what-is-a-family-business-succession-plan-and-do-i-need-one-for-my-business.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"/></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[Why You Should Plan Taxes 2 Years at a Time]]></title><description><![CDATA[Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.]]></description><link>https://incomeworksllc.com/blog/why-you-should-plan-taxes-2-years-at-a-time</link><guid isPermaLink="false">657b900bca95d0f66752456c</guid><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Sat, 03 Feb 2024 09:09:22 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/4frAYwQUz9V/banner-plan-taxes-2-years-at-a-time.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/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[Tax Tips and Strategies for Executives and Leaders]]></title><description><![CDATA[Being in an executive or leadership role often comes with unique tax situations not faced by the average employee. Get ahead with these tips and strategies.]]></description><link>https://incomeworksllc.com/blog/tax-tips-and-strategies-for-executives-and-leaders</link><guid isPermaLink="false">65aec7173a5d3810dba8e89c</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Fri, 02 Feb 2024 09:09:32 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZD_ljgABi04/banner-executive-tax-tips.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/business-executives" slug="business-executives" name="Business Executives"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></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[The Tax Implications of PayPal, Venmo and Cash App: What You Need To Know]]></title><description><![CDATA[If you used PayPal, Venmo, Cash App or any other payment app in the last year, you’ll want to understand the potential tax consequences. ]]></description><link>https://incomeworksllc.com/blog/the-tax-implications-of-paypal-venmo-and-cash-app-what-you-need-to-know</link><guid isPermaLink="false">65aec3003a5d3810dba8e48a</guid><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Thu, 01 Feb 2024 09:09:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/qwvW7_iEQmH/banner-tax-implications-of-paypal.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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[529 Tax Benefits: A Great Way to Save for Education]]></title><description><![CDATA[Have children? Learn how to leverage a 529 college savings plan to divert money you might otherwise pay into taxes toward your child’s college savings fund instead.  ]]></description><link>https://incomeworksllc.com/blog/529-tax-benefits-a-great-way-to-save-for-education</link><guid isPermaLink="false">65aec9d4007aab8ce436d6eb</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Thu, 01 Feb 2024 09:09:37 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/uvf37JHruyl/banner-529-tax-benefits.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/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/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Your 2023 Tax Filing Season To-Do List]]></title><description><![CDATA[The tax season is officially here. If you haven't already, now is the time to get prepared.]]></description><link>https://incomeworksllc.com/blog/your-2023-tax-filing-season-to-do-list</link><guid isPermaLink="false">659ead9fe7d05e172b0a076d</guid><category><![CDATA[Tax Planning]]></category><pubDate>Tue, 09 Jan 2024 09:09:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/featured_your2022taxfilingseasontodolist.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/></item><item><title><![CDATA[How Business Owners Can Use AI to Achieve a Bigger Bottom Line  ]]></title><description><![CDATA[Is your business seeking a competitive advantage? See how you may benefit from delving into the advantages of artificial intelligence (AI).]]></description><link>https://incomeworksllc.com/blog/how-business-owners-can-use-ai-to-achieve-a-bigger-bottom-line</link><guid isPermaLink="false">6583038a50821a43c6c24e14</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Mon, 08 Jan 2024 09:09:52 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/wbsUM9tQAOU/banner-AI-improve-small-business-operations-JZ.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[2024 Resolution: Set Your Financial Strategy Now, Benefit All Year (And Beyond)  ]]></title><description><![CDATA[In addition to planning your new workout schedule and piecing together your 2024 vision board, make time to set out a strong financial strategy for the year with these 10 tips. ]]></description><link>https://incomeworksllc.com/blog/2024-resolution-set-your-financial-strategy-now-benefit-all-year-and-beyond</link><guid isPermaLink="false">6583031050821a43c6c24db3</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Sun, 07 Jan 2024 09:09:57 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/npwFGFlTwaX/banner-2024-Fin-Strategy-LL.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/financial-planning" slug="financial-planning" name="Financial 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[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[Unlocking Value: The True Worth of a Financial Advisor]]></title><description><![CDATA[Explore seven compelling reasons why partnering with a financial advisor could significantly benefit your future financial goals.]]></description><link>https://incomeworksllc.com/blog/unlocking-value-the-true-worth-of-a-financial-advisor</link><guid isPermaLink="false">6583055e50821a43c6c24f42</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sat, 06 Jan 2024 09:10:07 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/cBraMFpRPE/banner-worth-of-a-fin-advisor-HW.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><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[Interest Rates, Investments, and Innovation: A Look Ahead at 2024 ]]></title><description><![CDATA[Looking ahead, 2024 may have similarities and differences to 2023. Take a look into what 2024 may hold.  ]]></description><link>https://incomeworksllc.com/blog/interest-rates-investments-and-innovation-a-look-ahead-at-2024</link><guid isPermaLink="false">656e0c852724d48165254b7c</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 05 Jan 2024 09:10:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/aEbtIkEYlM/banner-investments-innovation-and-int-rates.jpg"/><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-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></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[Investing in “Wellth” Yields Immeasurable Returns]]></title><description><![CDATA[We believe that living a truly rich life doesn’t come just from building wealth, but by spreading “wellth” as well.]]></description><link>https://incomeworksllc.com/blog/investing-in-wellth-yields-immeasurable-returns</link><guid isPermaLink="false">6549dae683681f9f08e7ecf5</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[By Kate Pitts]]></category><pubDate>Fri, 22 Dec 2023 09:10:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/YVvPn7hFJQ/banner-giving-back.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/by-kate-pitts" slug="by-kate-pitts" name="By Kate Pitts"/></item><item><title><![CDATA[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[Despite Volatile Markets, 2023 Brought Bright Spots for Investors, Too]]></title><description><![CDATA[For investors, 2023 has certainly been a wild ride. Here's how the market's resilience offers reasons to be grateful this holiday season. ]]></description><link>https://incomeworksllc.com/blog/despite-volatile-markets-2023-brought-bright-spots-for-investors-too</link><guid isPermaLink="false">655b93007d548047f11f1a49</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 07 Dec 2023 09:10:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/nAdynFZWuK/banner-bright-spots-for-investors.jpg"/><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"/></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[WHZ Welcomes Ashley Robbins as Client Relationship and Experience Associate]]></title><description><![CDATA[WHZ has welcomed Ashley Robbins to the firm as a client relationship and experience associate.]]></description><link>https://incomeworksllc.com/blog/whz-welcomes-ashley-robbins-as-client-relationship-and-experience-associate</link><guid isPermaLink="false">6564d9884d7d88a31d58a7a8</guid><category><![CDATA[WHZ News]]></category><pubDate>Thu, 30 Nov 2023 09:10:44 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/KydMnGAwYFM/banner-Ashley-Robbins.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[Top End-of-the-Year Financial Moves for 2023]]></title><description><![CDATA[Here are some things you might consider before saying goodbye to 2023.]]></description><link>https://incomeworksllc.com/blog/top-end-of-the-year-financial-moves-for-2023</link><guid isPermaLink="false">6511b5bf21d48cd502fb2140</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[Charitable Giving]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Fri, 10 Nov 2023 09:10:50 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/d5Se5cmCdbi/banner-2023-end-of-year-money-moves.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/tax-planning" slug="tax-planning" name="Tax Planning"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/><post:categories url="https://incomeworksllc.com/blog/category/retirement-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[The Pros and Cons of Rising Interest Rates, And Our Take on What May Come Next]]></title><description><![CDATA[Worried about the potential impacts of rising interest rates? Weigh the pros and cons and how they impact your financial strategy. ]]></description><link>https://incomeworksllc.com/blog/the-pros-and-cons-of-rising-interest-rates-and-our-take-on-what-may-come-next</link><guid isPermaLink="false">65306b432c1abeb7f2c6d29c</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sun, 05 Nov 2023 09:11:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/HfJlPYeYeNF/banner-pros-and-cons-of-int-rates.jpg"/><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/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"/></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[How to Cut Your Spending This Holiday Season]]></title><description><![CDATA[If the rising costs of goods and services nationwide have you second guessing your generous holiday spirit this year, these budgeting tips will help you stretch your dollar and fulfill your gift list. ]]></description><link>https://incomeworksllc.com/blog/how-to-cut-your-spending-this-holiday-season</link><guid isPermaLink="false">64f8c2fda696a34e58ee4911</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Budgeting]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Thu, 05 Oct 2023 09:11:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/9A0vswUUD_l/banner-holiday-budgeting.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/budgeting" slug="budgeting" name="Budgeting"/><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[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[Navigating Divorce? Prepare For These 4 Financial Challenges]]></title><description><![CDATA[Divorce is not only emotionally taxing, it is financially difficult, as well. Here are 4 financial challenges to be prepared for.]]></description><link>https://incomeworksllc.com/blog/navigating-divorce-prepare-for-these-4-financial-challenges</link><guid isPermaLink="false">6410f5674aa656294414cc23</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Divorce]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Wed, 04 Oct 2023 09:11:44 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/KrNKHBUqmiw/banner-divorce-challenges.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/balancing-act-years" slug="balancing-act-years" name="Balancing Act Years"/><post:categories url="https://incomeworksllc.com/blog/category/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/divorce" slug="divorce" name="Divorce"/><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[The Best Baking Podcasts for Fall]]></title><description><![CDATA[Fall is officially here, and there’s no better time to put on that apron and start baking some fun fall treats (hello, pumpkin spice everything!). ]]></description><link>https://incomeworksllc.com/blog/the-best-baking-podcasts-for-fall</link><guid isPermaLink="false">64ee33a93605bd8a66400bb1</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><pubDate>Wed, 04 Oct 2023 09:11:38 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/fZXMX7xFVGB/banner-baking-podcasts.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"/></item><item><title><![CDATA[WHZ's Hale Elected Trustee for Connecticut’s Episcopal Church Donations and Bequests Board]]></title><description><![CDATA[“I’m really very honored and happy to take on this role...It’s the perfect opportunity to contribute my wealth management knowledge and skills to support the faith community and its various initiatives in service to the greater community,” Hale said. ]]></description><link>https://incomeworksllc.com/blog/whzs-hale-elected-trustee-for-connecticuts-episcopal-church-donations-and-bequests-board</link><guid isPermaLink="false">651ec2e75f537c7b2bd6d841</guid><category><![CDATA[Investing]]></category><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Charitable Giving]]></category><pubDate>Wed, 04 Oct 2023 09:11:32 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/yB7vft1qPI7/banner-Laurence-Hale.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/charitable-giving" slug="charitable-giving" name="Charitable Giving"/></item><item><title><![CDATA[Weiss, Hale & Zahansky Strategic Wealth Advisors Ranks 12th in Hartford Business Journal’s Annual Wealth Management Firms List]]></title><description><![CDATA[WHZ Is the Only Firm in Eastern Connecticut to Be Ranked]]></description><link>https://incomeworksllc.com/blog/weiss-hale-and-zahansky-strategic-wealth-advisors-ranks-12th-in-hartford-business-journals-annual-wealth-management-firms-list</link><guid isPermaLink="false">651584fd21d48cd502006bef</guid><category><![CDATA[WHZ News]]></category><pubDate>Wed, 27 Sep 2023 09:11:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/NeLiRV_MMNI/WHZ-Team-at-Tolland.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></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[WHZ Welcomes Kayla Densmore as Client Relationship Senior Associate]]></title><description><![CDATA[Densmore brings over 15 years of experience in customer service, team leadership and business management to her new role. ]]></description><link>https://incomeworksllc.com/blog/whz-welcomes-kayla-densmore-as-client-relationship-senior-associate</link><guid isPermaLink="false">650216af4cb6afebe756fc1e</guid><category><![CDATA[WHZ News]]></category><pubDate>Tue, 19 Sep 2023 09:12:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/RVqY-qG35a9/banner-Kayla-Densmore.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></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[The Nation’s Credit Rating Was Downgraded - What This Means For You]]></title><description><![CDATA[Concerned that the U.S. credit rating was downgraded? Read to see why this isn't likely to have a long-term effect on the markets. ]]></description><link>https://incomeworksllc.com/blog/the-nations-credit-rating-was-downgraded-what-this-means-for-you</link><guid isPermaLink="false">64d2bd4d2dc9465573262eb6</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Sun, 03 Sep 2023 09:12:06 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Q0R7Cyqri2x/banner-the-nations-credit-rating-was-downgraded.jpg"/><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"/></item><item><title><![CDATA[Top 6 Retirement Living Podcasts: Expert Insights and Tips]]></title><description><![CDATA[Retired and looking for something new? Check out these 5 podcasts all about living in retirement for some expert tips and insights.]]></description><link>https://incomeworksllc.com/blog/top-6-retirement-living-podcasts-expert-insights-and-tips</link><guid isPermaLink="false">64be8788211f4c09eca6a1f0</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Retirement Income]]></category><pubDate>Sat, 02 Sep 2023 10:43:56 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/JlYhTcmMEul/banner-retirement-podcasts.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-income" slug="retirement-income" name="Retirement Income"/></item><item><title><![CDATA[Important Updates on Student Loan Forgiveness and 529 Savings Rules]]></title><description><![CDATA[Have federal student loans? Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules.  ]]></description><link>https://incomeworksllc.com/blog/important-updates-on-student-loan-forgiveness-and-529-savings-rules</link><guid isPermaLink="false">64d1cd472dc946557324f61d</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><pubDate>Sat, 02 Sep 2023 09:12:24 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/PMidF3Gc-bi/banner-student-loan-forgiveness-and-529-savings.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/college-planning" slug="college-planning" name="College Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/></item><item><title><![CDATA[Navigating the Ripple Effect: Federal Interest Rate Hikes and the Stock Market]]></title><description><![CDATA[Discover the potential impact of recent Federal Reserve interest rate hikes on your investment portfolio and retirement accounts.]]></description><link>https://incomeworksllc.com/blog/navigating-the-ripple-effect-federal-interest-rate-hikes-and-the-stock-market</link><guid isPermaLink="false">64cc07662dc94655731d162b</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Fri, 01 Sep 2023 09:12:30 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/mpVE34KLAdt/banner-federal-interest-rate-hikes-and-the-stock-market.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/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-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[In Honor of Labor Day, 5 Ways to Better Your Work-Life Balance]]></title><description><![CDATA[As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these 5 tips.]]></description><link>https://incomeworksllc.com/blog/in-honor-of-labor-day-5-ways-to-better-your-work-life-balance</link><guid isPermaLink="false">64becb1cae7622e5628690de</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Tue, 22 Aug 2023 09:12:36 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/zK8Cl8q8WNX/banner-labor-day-work-life-balance.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/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[Leisl L. Cording Named to Hartford Business Journal’s “40 Under Forty” List  ]]></title><description><![CDATA[WHZ Senior Vice President, Financial Advisor Leisl L. Cording CFP® CDFA® has been recognized as an outstanding young professional in the Greater Hartford area.]]></description><link>https://incomeworksllc.com/blog/leisl-l-cording-named-to-hartford-business-journals-40-under-forty-list</link><guid isPermaLink="false">64da4124b9bd382b0a2197ae</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[WHZ News]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Sun, 20 Aug 2023 09:12:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/QzeYdochzhw/banner-Leisl-Cording-40-under-40.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/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/><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[How to Start Investing: a Primer for Beginners ]]></title><description><![CDATA[Stocks, bonds and ETFs... oh my! If you have no idea where to start, class is officially in session. Welcome to Investing 101.]]></description><link>https://incomeworksllc.com/blog/how-to-start-investing-a-primer-for-beginners</link><guid isPermaLink="false">6418b9267fb07588798f00b1</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Fri, 11 Aug 2023 09:12:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/JGFtpvIaCQ/banner-investing-101.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/investing" slug="investing" name="Investing"/><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-leisl-langevin" slug="by-advisor-leisl-langevin" name="By Advisor Leisl Langevin"/></item><item><title><![CDATA[Back To School: 5 College Planning Mistakes to Avoid]]></title><description><![CDATA[It’s never too early (or too late) to start planning for your child's higher education. Here are some of the most common financial mistakes parents make when it comes to college planning. ]]></description><link>https://incomeworksllc.com/blog/5-college-planning-mistakes-to-avoid</link><guid isPermaLink="false">63562c3f3d84cc8898e5d96c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><pubDate>Wed, 02 Aug 2023 09:13:12 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/gEbWGXIGmdZ/banner-back-to-school-5-college-planning-mistakes.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/college-planning" slug="college-planning" name="College Planning"/></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 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><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[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[Are You Covered? Celebrating Insurance Awareness Day]]></title><description><![CDATA[Insurance Awareness Day is a great time to brush up on how insurance helps protect you and your assets.]]></description><link>https://incomeworksllc.com/blog/are-you-covered-celebrating-insurance-awareness-day</link><guid isPermaLink="false">647776c541189aab51f20974</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Insurance]]></category><pubDate>Tue, 27 Jun 2023 09:13:30 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/j6Z78CWHR51/banner-insurance-awareness-day.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/insurance" slug="insurance" name="Insurance"/></item><item><title><![CDATA[6 Ways to Overcome Market Psychology]]></title><description><![CDATA[Market psychology can be tricky to navigate, but you can keep it from affecting you. These six tips can help you to work around these financial market cycles. ]]></description><link>https://incomeworksllc.com/blog/6-ways-to-overcome-market-psychology</link><guid isPermaLink="false">6447f7d9d122fb5ce39ce3d8</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><pubDate>Mon, 26 Jun 2023 09:13:36 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/msAeAPaYgPG/banner-overcome-market-psychology.jpg"/><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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/></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[Worried About Your 401k and Other Investments? Learning About Systemic Risk Can Help]]></title><description><![CDATA[Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor.]]></description><link>https://incomeworksllc.com/blog/worried-about-your-401k-and-other-investments-learning-about-systemic-risk-can-help</link><guid isPermaLink="false">64356b65bad2f6fe9842e83d</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 22 Jun 2023 09:13:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/t19JOWrzbiv/banner-systemic-risk.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/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[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[8 Step Summer Financial Checkup ]]></title><description><![CDATA[If you find yourself with a bit of extra time on your hands in the upcoming months, use these 8 steps to check in on your finances.]]></description><link>https://incomeworksllc.com/blog/8-step-summer-financial-checkup</link><guid isPermaLink="false">645a5eaeaae720a889080d9f</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Budgeting]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Wed, 21 Jun 2023 09:13:54 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Ph6BoYKSJPK/banner-8-step-summer-check-up.png"/><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/budgeting" slug="budgeting" name="Budgeting"/><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[4 Essential Financial Tips for Millennial Entrepreneurs]]></title><description><![CDATA[As a millennial entrepreneur, it's essential to develop good financial habits to set yourself up for long-term success. Here are four tips. ]]></description><link>https://incomeworksllc.com/blog/4-essential-financial-tips-for-millennial-entrepreneurs</link><guid isPermaLink="false">63d87011dbc97908d99dd205</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><pubDate>Sat, 03 Jun 2023 10:43:38 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/JhVMfibjE3/banner-millennial-entrepreneurs-1400-1000-px.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/financial-planning" slug="financial-planning" name="Financial Planning"/></item><item><title><![CDATA[Estate Planning as an LGBTQ+ Couple: 6 Things to Consider]]></title><description><![CDATA[Many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.]]></description><link>https://incomeworksllc.com/blog/estate-planning-as-an-lgbtq-couple-6-things-to-consider</link><guid isPermaLink="false">643eb98906398dd4adf3981b</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sat, 03 Jun 2023 09:14:18 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/KXv14dfXUL/banner-lgbtq-estate-planning-1400-1000-px.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/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Financial Lessons from Famous Dads]]></title><description><![CDATA[Here are some important financial lessons passed down from famous fathers and famous father figures.]]></description><link>https://incomeworksllc.com/blog/financial-lessons-from-famous-dads</link><guid isPermaLink="false">645ae2a6a099c2d28a1c0704</guid><category><![CDATA[Investing]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[Budgeting]]></category><pubDate>Sat, 03 Jun 2023 09:14:12 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/vQvzFSGkEs/banner-fathers-day-lessons.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/><post:categories url="https://incomeworksllc.com/blog/category/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/budgeting" slug="budgeting" name="Budgeting"/></item><item><title><![CDATA[Leaving Your Job? Be Sure to Use NUA Strategy for Your Company-Issued Stocks]]></title><description><![CDATA[If you currently have employer-issued stock, get familiar with the NUA strategy, its potential benefits, and how it works for investors.]]></description><link>https://incomeworksllc.com/blog/leaving-your-job-be-sure-to-use-nua-strategy-for-your-company-issued-stocks</link><guid isPermaLink="false">6390bd375438c2b4a6fa167c</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Sat, 03 Jun 2023 09:14:07 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/v1YMa5g4ra/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/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"/></item><item><title><![CDATA[Homeowners Insurance & Swimming Pools: What You Need to Know For Summer]]></title><description><![CDATA[As the weather warms up, it's important to remain up-to-date when it comes to your insurance coverage - especially if you own a pool.]]></description><link>https://incomeworksllc.com/blog/homeowners-insurance-and-swimming-pools-what-you-need-to-know</link><guid isPermaLink="false">63d864504c26a81c6f0a6e09</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Fri, 02 Jun 2023 09:14:43 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SHMrNXZqCr/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/next-chapter-years" slug="next-chapter-years" name="Next Chapter Years"/><post:categories url="https://incomeworksllc.com/blog/category/insurance" slug="insurance" name="Insurance"/><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[Need a Break From Stress? Book a Stay at These Top Luxury Wellness Resorts]]></title><description><![CDATA[The best thing you can do to Live Well is take a break from stress. Here are some of the top luxury wellness resorts you should be booking now.]]></description><link>https://incomeworksllc.com/blog/need-a-break-from-stress-stay-at-these-top-luxury-wellness-resorts</link><guid isPermaLink="false">63d86d5a4c26a81c6f0a7387</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[By Advisor Jim Zahansky]]></category><pubDate>Fri, 02 Jun 2023 09:14:37 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/kj8WQEnxM1/banner-luxury-wellness-resorts.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></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[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[Financial Planning Considerations for Unmarried Gay and Lesbian Couples]]></title><description><![CDATA[With proper planning and guidance, unmarried gay and lesbian couples can create a strong financial plan and secured future for themselves, and for each other. Here are some of the major things to do and to consider.]]></description><link>https://incomeworksllc.com/blog/financial-planning-considerations-for-unmarried-gay-and-lesbian-couples</link><guid isPermaLink="false">6369a033874615dfb121929a</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><pubDate>Wed, 31 May 2023 09:14:49 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/TZeUxZeg4g8/banner_unmarried-gay-couples_1652911397.jpeg"/><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/financial-planning" slug="financial-planning" name="Financial Planning"/></item><item><title><![CDATA[Decision on Student Loan Forgiveness Expected Next Month: What to Know Now]]></title><description><![CDATA[The Supreme Court is expected to hand down a decision on President Biden's student loan forgiveness plan in June. Here's what to know.]]></description><link>https://incomeworksllc.com/blog/decision-on-student-loan-forgiveness-what-to-know-now</link><guid isPermaLink="false">640b9e084aa65629440902c9</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><pubDate>Thu, 25 May 2023 10:43:42 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/nVv7Z1Hn14/banner-student-loan-forgiveness.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/college-planning" slug="college-planning" name="College Planning"/><post:categories url="https://incomeworksllc.com/blog/category/financial-planning" slug="financial-planning" name="Financial Planning"/></item><item><title><![CDATA[   Business Owners: How B Corporation Status Could Help to Strengthen Your Brand and Grow Your Business  ]]></title><description><![CDATA[If you prioritize sustainability and environmentally focused business practices, your company may benefit from obtaining a B Corporation designation.]]></description><link>https://incomeworksllc.com/blog/how-b-corporation-status-could-help-to-strengthen-your-brand-and-business</link><guid isPermaLink="false">63d86f6e4c26a81c6f0a7502</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Thu, 18 May 2023 09:15:08 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/nFKLFbHnL3/1.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/by-advisor-jim-zahansky" slug="by-advisor-jim-zahansky" name="By Advisor Jim Zahansky"/></item><item><title><![CDATA[Weiss, Hale & Zahansky's Holly Wanegar Earns CERTIFIED FINANCIAL PLANNER™ Designation]]></title><description><![CDATA[The designation demonstrates a thorough understanding of the complex financial planning process, including retirement planning, tax planning, estate planning, and risk management.]]></description><link>https://incomeworksllc.com/blog/weiss-hale-and-zahanskys-holly-wanegar-earns-certified-financial-plannertm-designation</link><guid isPermaLink="false">644fcebaa8cb7fee8e139c5f</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Tue, 09 May 2023 09:15:14 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/QNWjanLkqH/banner_holly-wanegarcfp.png"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/by-advisor-holly-wanegar" slug="by-advisor-holly-wanegar" name="By Advisor Holly Wanegar"/></item><item><title><![CDATA[Asian American & Pacific Islander Heritage Month Is Here: Celebrating Impactful Asian Americans Throughout History]]></title><description><![CDATA[May is Asian American and Pacific Islander Heritage month. To celebrate, we would like to shine a light on the accomplishments of several individuals throughout American history.]]></description><link>https://incomeworksllc.com/blog/asian-american-and-pacific-islander-heritage-month-is-here-celebrating-impactful-asian-americans-throughout-history</link><guid isPermaLink="false">63d86b744c26a81c6f0a7219</guid><pubDate>Mon, 01 May 2023 09:15:21 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/featured_asian-american-and-pacific-islander-heritage-month-is-here-celebrating-impactful-asian-americans-throughout-history.jpg"/></item><item><title><![CDATA[Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider]]></title><description><![CDATA[It's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider. ]]></description><link>https://incomeworksllc.com/blog/thinking-about-paying-off-your-childs-student-loans-5-things-to-consider</link><guid isPermaLink="false">63d8655c4c26a81c6f0a6e91</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[College Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Sun, 30 Apr 2023 09:15:33 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/0QGFgcaxG7/1.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/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/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance]]></title><description><![CDATA[As a working mother, you've got a lot on your plate. These 6 tips can help you achieve a stronger work-life balance.]]></description><link>https://incomeworksllc.com/blog/6-tips-to-help-working-moms-optimize-work-life-balance</link><guid isPermaLink="false">63d86ca34c26a81c6f0a72e8</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Women]]></category><category><![CDATA[By Advisor Leisl Langevin]]></category><pubDate>Sun, 30 Apr 2023 09:15:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/CAhu5NCUf-/banner-moms-work-life-balance.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/financial-planning" slug="financial-planning" name="Financial Planning"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/><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[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[How to Invest in Alignment with Your Values: ESG Investing]]></title><description><![CDATA[Want to put your investments where your values are? Here's how to do it through ESG investing.]]></description><link>https://incomeworksllc.com/blog/how-to-invest-in-alignment-with-your-values-esg-investing</link><guid isPermaLink="false">63d866084c26a81c6f0a6efa</guid><category><![CDATA[Investing]]></category><pubDate>Tue, 04 Apr 2023 10:43:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/8kDHeh5Ae2/1.png"/><post:categories url="https://incomeworksllc.com/blog/category/investing" slug="investing" name="Investing"/></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[4 First Steps to Becoming Financially Savvy]]></title><description><![CDATA[If the thought of managing money and planning out your finances for the future makes you break out in a cold sweat, this post is for you.]]></description><link>https://incomeworksllc.com/blog/4-first-steps-to-becoming-financially-savvy</link><guid isPermaLink="false">63d867e24c26a81c6f0a701b</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Sat, 01 Apr 2023 09:16:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/_oma5TofTS/banners-financial-literacy-month.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/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[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[What the Silicon Valley Bank and Signature Bank Collapses Mean for You]]></title><description><![CDATA[You may have heard about the Silicon Valley Bank and Signature Bank collapses. Here's what it's all about, and our thoughts on what it could mean for the economy and your finances.]]></description><link>https://incomeworksllc.com/blog/what-the-silicon-valley-bank-and-signature-bank-collapses-mean-for-you</link><guid isPermaLink="false">640f991541faf2b65d2d432c</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 Laurence Hale]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><category><![CDATA[By Advisor Holly Wanegar]]></category><pubDate>Tue, 14 Mar 2023 09:16:13 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/IogNSHq6ld/banner-silicon-valley-signature-bank-collapse.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/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/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"/></item><item><title><![CDATA[Women’s Financial History – And The Empowering Future Ahead]]></title><description><![CDATA[Here's how financial independence – or lack thereof – has played an implicit role in women's history, and how financial empowerment is shaping the lives of women today and in the future.]]></description><link>https://incomeworksllc.com/blog/womens-financial-history-empowering-future-ahead</link><guid isPermaLink="false">64014e4f7f2a80f892e83161</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[Women]]></category><pubDate>Sun, 12 Mar 2023 09:16:20 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/uvH23mGa17/banner-womens-financial-empowerment.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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/></item><item><title><![CDATA[WHZ's Leisl Cording, CFP® Featured in FORTUNE's "Five Star Wealth Managers Under 40"]]></title><description><![CDATA[For Cording, the distinction is especially impressive given the fact that only about 25 percent of wealth managers are women. 

]]></description><link>https://incomeworksllc.com/blog/whzs-leisl-cording-cfp-featured-in-fortunes-five-star-wealth-managers-under-40</link><guid isPermaLink="false">63efb0642add339c6baadd5c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[WHZ News]]></category><category><![CDATA[Women]]></category><pubDate>Wed, 01 Mar 2023 09:16:27 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/KaluJ100Rl/Leisl-Cording-FORTUNE-5-Star-Wealth-Managers-Under-40.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/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/women" slug="women" name="Women"/></item><item><title><![CDATA[4 Ways Divorce Can Affect Your Credit Score]]></title><description><![CDATA[Untangling joint accounts and shared financial responsibilities after divorce can be tricky. Here are four things to look out for, and what to do about them.]]></description><link>https://incomeworksllc.com/blog/4-ways-divorce-can-affect-your-credit-score</link><guid isPermaLink="false">63b734a362b3eddcc358159f</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Women]]></category><category><![CDATA[Divorce]]></category><pubDate>Tue, 28 Feb 2023 09:16:48 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/SYZVOpKsIh/banner-how-divorce-affects-credit-score.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/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[Why Women Need to Plan for Long-Term Care]]></title><description><![CDATA[Here's why (and how) women should be empowered to plan for their own care in the future, even while caring for others today.]]></description><link>https://incomeworksllc.com/blog/why-women-need-to-plan-for-long-term-care</link><guid isPermaLink="false">63d85f714c26a81c6f0a6a61</guid><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Estate Planning]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Insurance]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><category><![CDATA[Women]]></category><pubDate>Tue, 28 Feb 2023 09:16:34 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/EugytcuUBm/banner-women-need-to-plan-for-long-term-health-care.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/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/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/></item><item><title><![CDATA[4 Steps BIPOC Millennials Can Take to Become Six-Figure Earners This Year]]></title><description><![CDATA[If you're looking to fill the gap between your current earnings and a six-figure income, here are some steps to take right away.]]></description><link>https://incomeworksllc.com/blog/4-steps-bipoc-millennials-can-take-to-become-six-figure-earners</link><guid isPermaLink="false">63d865ab4c26a81c6f0a6ec0</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Investing]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Wed, 22 Feb 2023 09:16:55 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Wkag-JUC_S/banner-4-steps-bipoc-millennials-can-take.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/investing" slug="investing" name="Investing"/><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[Weiss, Hale & Zahansky Strategic Wealth Advisors’ Quality-Focused Growth Continues: Second Office Opens in Tolland]]></title><description><![CDATA[The opening is the latest in a series of recent milestones, continuing the firm's impressive quality-focused growth in recent years into 2023.]]></description><link>https://incomeworksllc.com/blog/weiss-hale-and-zahansky-strategic-wealth-advisors-quality-focused-growth-continues-second-office-opens-in-tolland</link><guid isPermaLink="false">63e174d17645eea1c529627f</guid><category><![CDATA[WHZ News]]></category><pubDate>Mon, 13 Feb 2023 09:17:03 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ApdkHi50qI/banner-weiss-hale-zahansky-tolland-ct-office-opening.jpg"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/></item><item><title><![CDATA[How to Protect Yourself from Tax Identity Theft]]></title><description><![CDATA[As of December 2022 the IRS had 2.9 million identity theft cases in its inventory.  Here's how to avoid becoming one of them.]]></description><link>https://incomeworksllc.com/blog/how-to-protect-yourself-from-tax-identity-theft</link><guid isPermaLink="false">63dd6232ecb44643f9945634</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Next Chapter Years]]></category><category><![CDATA[Tax Planning]]></category><category><![CDATA[By Advisor Laurence Hale]]></category><pubDate>Thu, 02 Feb 2023 09:17:10 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/4mL6esVys3/banner-tax-identity-theft.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/by-advisor-laurence-hale" slug="by-advisor-laurence-hale" name="By Advisor Laurence Hale"/></item><item><title><![CDATA[Several Promotions Announced at Weiss, Hale & Zahansky Strategic Wealth Advisors As Firm Continues Quality- Focused Growth ]]></title><description><![CDATA[Kate Pitts was promoted to associate vice president, client experience and relationships; Holly Wanegar was promoted to associate vice president, wealth advisor; and Hailey Costa was promoted to manager of client service. ]]></description><link>https://incomeworksllc.com/blog/several-promotions-announced-at-weiss-hale-and-zahansky-strategic-wealth-advisors-as-firm-continues-quality-focused-growth</link><guid isPermaLink="false">63cebdb90223a03dc49814a9</guid><category><![CDATA[WHZ News]]></category><category><![CDATA[Link in Bio]]></category><category><![CDATA[Women]]></category><pubDate>Tue, 31 Jan 2023 09:17:16 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Muve2DhJOo/banner_Kate-PItts_Holly-Wanegar_Hailey-Costa.png"/><post:categories url="https://incomeworksllc.com/blog/category/whz-news" slug="whz-news" name="WHZ News"/><post:categories url="https://incomeworksllc.com/blog/category/link-in-bio" slug="link-in-bio" name="Link in Bio"/><post:categories url="https://incomeworksllc.com/blog/category/women" slug="women" name="Women"/></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[10 Steps to Avoiding a Small Business Audit]]></title><description><![CDATA[Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps. ]]></description><link>https://incomeworksllc.com/blog/10-steps-to-avoiding-a-small-business-audit</link><guid isPermaLink="false">63602dcd721c0f140b800914</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Tax Planning]]></category><pubDate>Sun, 29 Jan 2023 09:17:39 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/ZE3x-Vn8eA/banner_how-to-avoid-small-business-tax-audit.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/tax-planning" slug="tax-planning" name="Tax Planning"/></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><item><title><![CDATA[Who Is Your Financial Mentor?]]></title><description><![CDATA[Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.]]></description><link>https://incomeworksllc.com/blog/who-is-your-financial-mentor</link><guid isPermaLink="false">63a1c4242c960bac3993a78c</guid><category><![CDATA[Balancing Act Years]]></category><category><![CDATA[Financial Planning]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[Budgeting]]></category><pubDate>Wed, 04 Jan 2023 09:17:53 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/content/featured/featured_whoisyourfinancialmentor_article.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/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/budgeting" slug="budgeting" name="Budgeting"/></item><item><title><![CDATA[6 Steps to Empower Your Employees to Financial Wellness]]></title><description><![CDATA[Money is a leading stressor for adults in America. Empowering your employees with financial education and incentives can help reduce that stress (and increase retention).]]></description><link>https://incomeworksllc.com/blog/6-steps-to-empower-your-employees-to-financial-wellness</link><guid isPermaLink="false">6357eb604c4bb08889144802</guid><category><![CDATA[Business Owners]]></category><category><![CDATA[Business Executives]]></category><category><![CDATA[Financial Literacy]]></category><category><![CDATA[By Advisor Jim Zahansky]]></category><pubDate>Tue, 03 Jan 2023 09:18:00 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/Zq1Bhrel7V/banner_empower-employees-financial-wellness.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/financial-literacy" slug="financial-literacy" name="Financial Literacy"/><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[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><item><title><![CDATA[Quick Reference Chart: 529 Plan Qualified & Non-Qualified Expenses]]></title><description><![CDATA[You've put in the hard work of saving for college, and now it's time to start using those 529 plan assets to help with a family member's education-related costs. But before you begin withdrawing those funds, it's important to understand the difference between qualified and nonqualified expenses.]]></description><link>https://incomeworksllc.com/blog/quick-reference-sheet-529-plans-qualified-non-qualified-expenses</link><guid isPermaLink="false">62715ad83c3d554d21e97eaf</guid><category><![CDATA[College Planning]]></category><pubDate>Wed, 09 Feb 2022 09:18:15 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/PwGhvW_Pmx/resize-9-min.jpeg"/><post:categories url="https://incomeworksllc.com/blog/category/college-planning" slug="college-planning" name="College Planning"/></item></channel></rss>