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The WWM Blog
Ask an Advisor: My wife passed away at 55 with 38 quarters of Social Security earnings. Can I collect survivor’s benefits when I retire?
This is a great question, and I had the opportunity to share my thoughts in this MSN Article. Check it out!
Why do I do what I do as a financial planner?
As a financial planner, I help people achieve their financial goals and live the life they want. But my own journey to becoming a financial planner was also driven by personal goals and values. Growing up, I witnessed the financial struggles of my parents and the stress it caused in
How to Set Financial Goals that Stick (2023 Version)
Are you already losing momentum with your 2023 financial resolutions? 😔 If you’re someone who makes goals every year, but doesn’t always achieve them, then this video is for you. To create a realistic financial goal, I use a few, simple steps that you can model. You can also check
3 Things You Can Do to Remain Grateful When Times Get Rough
We all have a picture in our heads of the way the world is supposed to be. In our minds, other drivers are predictable. Our taxes are lower. And the world around us behaves in a way that makes sense to us. So, what do we do when things don’t
What Japanese Art Can Teach Us About Overcoming Adversity
These past few years has been difficult for many of us, often in ways we could never have anticipated. Some of us might even feel shattered. But often, when we put ourselves back together, we’re stronger for it. Jamie has made a short video showing how you can reflect on
Advice to My Younger Self
If you could go back in time, what age would you visit and what would you say to your younger self? Hear my take on this question.
Whitepaper: What to ask when interviewing financial advisors
So far this year, I have had 149 prospective client meetings and almost no one knows what to ask. Here’s what you need to ask. Start with these four things to make sure you get the most from this conversation: First, ask how long they’ve been practicing as an advisor.
How to use market losses to save on taxes
Did you sell your home for significant profit earlier this year? Or capitalize on market moves? If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. There are ways to potentially reduce your tax bill and I’ve made a short
3 Ways to Make Yourself Happier and Richer
Markets are down, inflation is up, and the noise that is out there is sometimes unbearable. It’s easy to get down on things, but there are 3 very easy things you can do to be happier than 99% of the people around you. I made a quick video highlighting them.