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How Retirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their...
Wen Capital Advisory Group
Sep 19, 20242 min read


Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first....
Wen Capital Advisory Group
Sep 11, 20241 min read


Getting a Head Start on College Savings
One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of...
Wen Capital Advisory Group
Sep 5, 20243 min read


Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement...
Wen Capital Advisory Group
Aug 29, 20243 min read


What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And...
Wen Capital Advisory Group
Aug 23, 20243 min read


A Look at Diversification
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several...
Wen Capital Advisory Group
Jul 17, 20243 min read


Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten. In the last few years, we’ve become...
Wen Capital Advisory Group
Jul 10, 20242 min read


Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses. A retired couple age 65 can expect to need about...
Wen Capital Advisory Group
Jul 3, 20242 min read


Understanding Money Market Funds
A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash...
Wen Capital Advisory Group
Jun 27, 20242 min read


Juneteenth Freedom Day
Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday,...
Wen Capital Advisory Group
Jun 19, 20241 min read


The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance. If you are like most homeowners, you love...
Wen Capital Advisory Group
Jun 12, 20242 min read


A Home Insurance Claim: To File or Not To File
Learn when it may not make sense to file a claim on your home insurance. Insurance is meant to protect you against financial loss. But is...
Wen Capital Advisory Group
Jun 5, 20242 min read
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