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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


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
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