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WWA Articles

Watercolor style picture of 5 carrots sprouting from the ground.
Jalene Hahn | May 1, 2024

4 Financial Mistakes to Avoid this Spring

WW
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Watercolor style picture of 5 carrots sprouting from the ground.
Jalene Hahn | Apr 30, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
green ceramic statue of a man by Kenny Eliason courtesy of Unsplash.
Jalene Hahn | Apr 19, 2024

Saying Goodbye To Daniel Kahneman, An Economics Pioneer

WW

Most people wouldn’t recognize the name Daniel Kahneman, but he was a founding father of behavioral economics/behavioral finance. He died on March 27 at the age

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ball under basketball ring by Markus Spiske courtesy of Unsplash.
Jalene Hahn | Mar 22, 2024

Bracket Predictions and Investing: Lessons for Success

WW

March in Indiana means basketball. I grew up in a small town in Illinois where football was king. Moving to Indiana and marrying a rabid Purdue basketball fan

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a pile of apples and oranges sitting next to each other by Gowtham AGM courtesy of Unsplash.
Jalene Hahn | Feb 29, 2024

What's The Big Deal About The Roth 401(k) Option?

WW

Saving for retirement is not easy, and with the multiple options available, it can be difficult to take the first step. One of the major employers in Columbus

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man in gold and brown robe holding black and silver dslr camera by Hulki Okan Tabak courtesy of Unsplash.
Jalene Hahn | Jan 26, 2024

Tuning Out The Noise And Sticking To Your Strategy

WW

The predictions for 2024 from economist and strategists have started coming out. Every year, predictions are made and ultimately don’t match reality for the

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a pen sitting on top of a cheque paper by Money Knack courtesy of Unsplash.
Jalene Hahn | Dec 22, 2023

Breaking The Paycheck-To-Paycheck Financial Struggle

WW

 

Depending on what statistic you find, between 55% and 63% of Americans are living paycheck to paycheck.  Even those earning over $100,000 are not immune.

Re

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Patrick Andrews | Dec 18, 2023

Santa's Guide To Financial Planning

WW

In the frosty expanse of the North Pole, where elves craft toys, and reindeer prance, even a certain jolly someone can think about a few financial planning

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a calendar with red push buttons pinned to it by Towfiqu barbhuiya courtesy of Unsplash.
Patrick Andrews | Dec 5, 2023

Five Financial Planning Topics To Review Before Year End

WW

As the year draws to a close, it's the perfect time for individuals to assess their financial health and prepare for the upcoming year. Whether you're a new

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santa claus with red background by krakenimages courtesy of Unsplash.
Jalene Hahn | Nov 24, 2023

How To Manage Financial Stress During The Holidays

WW

This year feels as though the holiday hype will be around longer. When I was much younger, the Christmas season didn’t start until after Thanksgiving. This year

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a woman sitting at a table with lots of papers by Dimitri Karastelev courtesy of Unsplash.
Jalene Hahn | Oct 27, 2023

Multiple Plans? Here's How to Figure Your Distribution

WW

Required minimum distributions from retirement accounts can be confusing. If not taken appropriately, they can generate hefty penalties. Depending on when a

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man wearing black and beige striped polo shirt and black pants sitting on stool with lights by Ozan Safak courtesy of Unsplash.
Jalene Hahn | Sep 29, 2023

Personal Finance: Keep Up With Changing Landscape On IRA Distributions

WW

SECURE 2.0 Act (2022) made changes to the retirement saving and distribution landscape and built on changes made in the original SECURE Act (2019). There is

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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