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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 19, 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 12, 20242 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
Dec 5, 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 28, 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 14, 20243 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
Nov 7, 20242 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 31, 20243 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 24, 20241 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...
Wen Capital Advisory Group
Oct 17, 20243 min read


Can Group, Private Disability Policies Work Together?
According to the Social Security Administration, a 20-year-old has more than a 25% chance of becoming disabled before reaching retirement...
Wen Capital Advisory Group
Oct 10, 20242 min read


Does Your Credit Score Affect Your Insurance Rates?
While the vast majority of insurance companies use credit-based insurance scores to help determine the price of insurance, it is banned...
Wen Capital Advisory Group
Oct 3, 20242 min read


Protection Against Uninsured Drivers
About 14 percent of all motorists, or one-in-seven drivers, do not have automobile insurance, according to the Insurance Research...
Wen Capital Advisory Group
Sep 26, 20242 min read
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