top of page
Blog
Wen Capital Advisory Group
5 days ago2 min read
Managing Money as a Couple
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well....
Wen Capital Advisory Group
Jan 82 min read
A Look at Whole Life Insurance
In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional...
Wen Capital Advisory Group
Jan 33 min read
The Value of Insuring Against Life’s Risks
Did you know that... Fifty-seven percent of American workers have no private short-term disability insurance. 1,2 Sixty-five percent of...
Wen Capital Advisory Group
Dec 19, 20242 min read
Medicare Advantage 101
Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare....
Wen Capital Advisory Group
Dec 12, 20242 min read
Teen Drinking and Your Liability
Despite the overwhelming research documenting the health and behavioral consequences of underage drinking, some parents believe that...
Wen Capital Advisory Group
Dec 5, 20243 min read
Keep Your Umbrella Handy
In 2023, the U.S. had 22.7 million millionaires. An increase in personal wealth may bring greater financial flexibility; it may also...
Wen Capital Advisory Group
Nov 28, 20243 min read
Year-End Charitable Gifting and You
Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right...
Wen Capital Advisory Group
Nov 14, 20243 min read
What to Look for in an Extended-Care Policy
Extended-care coverage can be complex. Here's a list of questions to ask that may help you better understand the costs and benefits of...
Wen Capital Advisory Group
Nov 7, 20242 min read
Healthcare Costs in Retirement
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to...
Wen Capital Advisory Group
Oct 31, 20243 min read
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big...
Wen Capital Advisory Group
Oct 24, 20241 min read
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage. This material...
Wen Capital Advisory Group
Oct 17, 20243 min read
Retiring Wild: National Parks and You
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to...
bottom of page