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WWA Articles

Jalene Hahn | Sep 23, 2022

Worried? There Always Will Be Something To Fret About

WW

I was searching for inspiration, so I turned to my past-articles file. One in particular caught my attention. It was an article written by Bob Veres, a thought

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Jalene Hahn | Aug 26, 2022

Try These Steps To Minimize Your Probate Estate

WW

Estate planning is not just for the wealthy.  Anyone with a bank account, house, car or other personal property should have a will.  It is especially important

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Jalene Hahn | Jul 29, 2022

Retirement Surprises: Plan More Than Your Finances

WW

We all have expectations throughout life and, as we age, we learn that not all our expectations pan out.

Retirement is no different.  Part of this has to do

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Jalene Hahn | Jul 1, 2022

The Look Of Retirement Changes With Each Generation

WW

The definition of “retirement” is changing. Retirement used to be when the company you were employed with for most of your life, gave you a gold watch, a party

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Jalene Hahn | Jun 3, 2022

How To Plan For, Mitigate Inflation's Impact In Retirement

WW

It is a tough time to be considering or in retirement. Retirement investors face high and rising inflation, historically low interest rates, and stock market

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Jalene Hahn | Apr 29, 2022

Taking Advantage Of The Qualified Charitable Distribution

WW

Most people are aware that the SECURE Act raised the age you must begin taking money out of your IRA from 70-1/2 to 72. These distributions are known as your

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Jalene Hahn | Apr 1, 2022

Make Improvement In These Six Areas To Build Wealth

WW

Have you ever looked at your peers and wondered why some seemed to be wealthy and others have struggled financially? Do you know how to build wealth?

One of

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Jalene Hahn | Mar 4, 2022

Should I Worry Now? Maybe. At Least Be Prepared.

WW

I don’t remember who coined the phrase “Bunny Market,” one that continues to go up and down, to describe the volatile market we have experienced since the

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Jalene Hahn | Feb 4, 2022

Protect Your Wallet Before Falling In Love

WW

I read once that falling in love produced the same effect on the brain as a hit of cocaine. I have no personal drug experience but have been in love and know

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Jalene Hahn | Jan 7, 2022

Becoming The Best You In 2022 Means Balancing Health, Wealth

WW

 

 

I am a big believer in self-reflection and striving for a rich, full life.  I usually set aside some time in January to identify my intentions and focus

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Jalene Hahn | Dec 10, 2021

Year-End Tax Planning During Uncertain Times

WW

Psychologically, year-end 2021 tax- and estate-planning efforts are being influenced by proposed tax law changes, the lingering pandemic, the threat of

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Jalene Hahn | Nov 8, 2021

Closing the Complex Financial Gender Gap

WW

Statistics indicate that most women will be responsible for overseeing their finances at some point in their life.

Regardless of your demographic, there are

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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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