WealthWise Financial Group

09/01/2026

There is increasing evidence that monthly subscriptions are getting out of hand for some households. Many find themselves with an unclear idea of how much they are spending on their services, in many cases underestimating the amounts by upwards of $100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

08/31/2026

Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but typically consist of couples with children from previous relationships. Here are a few case studies to help illustrate some of the challenges.

This article will help your clients with blended families think and prepare their estate strategy.

08/30/2026

08/29/2026

How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home or are considering doing so, you may want to be aware of these new rules.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

08/28/2026

If you are experiencing debt-related stress, you should consider attacking the root of the problem.

There’s a link between debt and stress.

08/27/2026

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, or because the property is already insured by the owner. While it is true that a rental property is insured by the owner, the destruction or loss of your personal belongings is not. But, that’s not the only risk renters need to worry about.

Don’t overlook the need for renter’s insurance if you rent your home.

08/26/2026

Divorce is considered the second most stressful life event after the death of a spouse. Financial disruption can add to the stress. Read on to learn how you can create a post-divorce budget that can help you take control and pursue your goals.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

08/25/2026

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time.

An overview of some fundamental steps when a loved one passes.

08/24/2026

Get ready to celebrate your financial birthdays! Starting at age 50, these birthdays will become a big part of your financial journey.

Get ready to celebrate your financial birthdays in this informative infographic.