Werth Wealth Planning

09/07/2026

Today we celebrate the hard work, dedication, and contributions of the people who keep our communities moving forward.
Wishing our clients, friends, families and fellow community members a safe and relaxing Labor Day!
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09/04/2026

This week we had the privilege of spending a few hours at Clear Path for Veterans, serving meals through the Canteen to veterans in our community.
As proud sponsors of the Canteen, it was especially meaningful to see firsthand how this space provides connection, support, and a welcoming space for veterans to gather. We also had the opportunity to tour the facility and learn more about the many resources and programs Clear Path provides.
We are grateful for the opportunity to give back to those who have given so much for our country. ❤️🤍💙
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09/02/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.

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Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

08/31/2026

Monday Myth: Retirement planning is for people over 50.
Reality: The earlier you start, the more time your money has to potentially grow and more options you may have when retirement grows closer.
Retirement planning isn't about having all the answers today, it's about creating a strategy that evolves with you.
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08/28/2026

☀️🐶The Dog Days of Summer Are Here...But the Markets Don't Take a Vacation!
Summer markets can bring plenty of headlines, unexpected moves, and reasons to check your portfolio a little too often. 📈📉
But remember:
🐾a down day doesn't mean you need to panic
🐾a quiet market doesn't mean nothing is happening
🐾and short-term noise shouldn't derail long-term goals
The markets will have good days, bad days, and everything in between.
Your financial plan should be built for all of them!
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08/26/2026

Last year, we celebrated this day with our whole pack. This year, the picture looks a little different. This past year we lost Phoebe and Stevie, the love they gave us never left. ❤️
Today, we celebrate the dogs that continue to fill our days with happiness, wagging tails, muddy paws, wet-nose kisses and unconditional love.
Happy International Dog Day..From the dogs of Werth Wealth Planning!
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08/24/2026

Monday is a great day for a financial reset.☀️
Take a moment to ask yourself:
💭Are my goals still the same?
📈Is my investment strategy still aligned with my plans?
📒What financial tasks have I been putting off?
You don't have to change everything today, bust small adjustments can put you back on track.
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08/21/2026

Thank you, Golfers🏌️‍♀️🏌️
We couldn't have asked for a better group! They brought the fun, energy, generosity, and competitive spirit that made this tournament so special! We're already looking forward to next year! ⛳️💜
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08/21/2026

What an incredible day at our 2nd annual Anchors Fore Charity Golf Tournament⛳️ benefiting Vera House! We are beyond grateful to our amazing participants, sponsors, donors, volunteers and everyone who helped make this event such a success. We raised $11,224 because of your generosity! From golf course to final putt, this was about more than golf-it was about coming together to make a difference!💜
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08/19/2026

We were honored to celebrate the opening of the new adaptive Golisano Children's Pavilion Playground. This incredible space was created with accessibility and inclusion in mind, giving children the opportunity to play, explore, and simply be kids. The project holds an extra special place in our hearts knowing that Werth Wealth Planning's annual tradition of donating on behalf of client engagement, earmarked to youth mental health, has helped make this possible.
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