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WWA Articles

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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Jalene Hahn | Oct 15, 2021

How to Navigate Medicare Open Enrollment Time

WW

I love fall. It is my favorite time of year. I am also not 65 and don’t have to think about Medicare coverage.

Open enrollment in 2021 for plans effective in

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Jalene Hahn | Sep 17, 2021

Why You Need to Uncover Your Relationship To Money

WW

The Collaborative Women in Investment Management hosted a fireside chat this month featuring Marilyn Wechter, a psychotherapist and wealth counselor, on the

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Jalene Hahn | Aug 20, 2021

When Is It Time To Retire? Well, That Depends.

WW

My husband and I have had this running debate for over five years. It came to a head in 2019 when he was eligible for an early retirement package that included

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Jalene Hahn | Jul 23, 2021

Consumers Must Learn To Spot Manipulative Practices Online

WW

I am a big fan of behavioral science. In 2008, Richard H. Thaler and Cass R. Sunstein published their much- acclaimed book “Nudge: Improving Decisions about

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Jalene Hahn | Jun 25, 2021

How To Prepare For Financial Armageddon

WW

The economy is prone to periodic crises. We do not know exactly when the next crisis will occur or what will be the trigger; we just know it will happen. I am

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Jalene Hahn | May 21, 2021

Don't Wait: Have The Money Talk Before You Tie The Knot

WW

It’s spring and love is in the air, but before you make the commitment, prioritize having a serious money discussion.

This includes everything from current

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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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