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Understanding Extended Care
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are...
Wen Capital Advisory Group
Aug 9, 20233 min read


How Women Can Prepare For Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social...
Wen Capital Advisory Group
Aug 3, 20233 min read


A Primer on Irrevocable Life Insurance Trusts
"I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money." Entertainer Arthur Godfrey...
Wen Capital Advisory Group
Jul 26, 20233 min read


Prevent a Rift: Money Tips for Newlyweds
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say...
Wen Capital Advisory Group
Jul 24, 20232 min read


Choosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2022 alone. All individuals...
Wen Capital Advisory Group
Jul 20, 20233 min read


A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by...
Wen Capital Advisory Group
Jul 18, 20232 min read


Catch-Up Contributions
A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement...
Wen Capital Advisory Group
Jul 13, 20233 min read


Password Protection Strategies
We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation marks, symbols,...
Wen Capital Advisory Group
Jul 11, 20233 min read


Countering Counterfeit Currency
Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service. The agency was founded on...
Wen Capital Advisory Group
Jul 6, 20232 min read


Changing Unhealthy Behaviors
Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or...
Wen Capital Advisory Group
Jul 5, 20232 min read


Retiring Earlier Than Expected? What To Know
Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the...
Wen Capital Advisory Group
Jun 30, 20233 min read


Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision...
Wen Capital Advisory Group
Jun 28, 20233 min read
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