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share how switching to WHZ as their financial partner has allowed them to reach goals sooner than they thought possible, including putting their daughters through college while purchasing a vacation home.]]></description><link>https://incomeworksllc.com/client-stories/changing-financial-advisors-for-changing-needs-dan-and-loiss-story</link><guid isPermaLink="false">6893cab9fb32f03789b4397c</guid><category><![CDATA[balancing act years]]></category><category><![CDATA[retirement planning]]></category><pubDate>Tue, 08 Jul 2025 10:29:47 GMT</pubDate><media:thumbnail url="https://static.twentyoverten.com/61b0ccc45a1c953c67ff3132/BX4hm-5VXTS/banner-Shaughnessy.jpg"/><post:categories url="https://incomeworksllc.com/client-stories/category/balancing-act-years" slug="balancing-act-years" name="balancing act years"/><post:categories url="https://incomeworksllc.com/client-stories/category/retirement-planning" slug="retirement-planning" name="retirement 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