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A Penny Saved is Two Pennies Earned
The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny...
Wen Capital Advisory Group
3 days ago2 min read


Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from...
Wen Capital Advisory Group
May 293 min read


A Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are...
Wen Capital Advisory Group
May 94 min read


Starting a Roth IRA for a Teen
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how...
Wen Capital Advisory Group
May 13 min read


When to Self-Insure
One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle...
Wen Capital Advisory Group
Apr 193 min read


Social Security Benefits: How Much Will I Receive
Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How much will I receive?”...
Wen Capital Advisory Group
Apr 32 min read


Insuring Your Business With a Buy/Sell Agreement
Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage...
Wen Capital Advisory Group
Mar 273 min read


Traditional vs. Roth IRA
Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 41 million U.S. households. And Roth...
Wen Capital Advisory Group
Mar 213 min read


Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the...
Wen Capital Advisory Group
Mar 132 min read


Preparing for the Expected
As Teddy Roosevelt once observed, "Old age is like everything else. To make a success of it, you've got to start young." The challenges...
Wen Capital Advisory Group
Mar 63 min read


Insurance Needs Assessment: Married With Children
A growing family, by definition, means growing financial obligations—both present and in the future. Raising children can increase your...
Wen Capital Advisory Group
Feb 273 min read


Orchestrating Your Retirement Accounts
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they...
Wen Capital Advisory Group
Feb 203 min read
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