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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


Social Security: Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there...
Wen Capital Advisory Group
Feb 133 min read


Insurance Needs Assessment: For Empty Nesters and Retirees
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very...
Wen Capital Advisory Group
Feb 63 min read


Conquering Retirement Challenges for Women
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women...
Wen Capital Advisory Group
Jan 303 min read


Estimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2023 report, the College Board showed that...
Wen Capital Advisory Group
Jan 232 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 162 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 82 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
Jan 33 min read
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