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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


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
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