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IRA Withdrawals that Escape the 10% Tax Penalty
The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty...
Wen Capital Advisory Group
Aug 7, 20253 min read


Putting a Price Tag On Your Health
We hear over and over again how important it is to maintain a healthy lifestyle. But being healthy for its own sake isn't easy—especially...
Wen Capital Advisory Group
Jul 25, 20252 min read


Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or...
Wen Capital Advisory Group
Jul 12, 20253 min read


What Is a Roth 401(k)?
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since...
Wen Capital Advisory Group
Jun 26, 20253 min read


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
Jun 12, 20252 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 29, 20253 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 9, 20254 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 1, 20253 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 19, 20253 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 3, 20252 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 27, 20253 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 21, 20253 min read
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