WealthWise Financial Group

10/17/2026

One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what to do with their 401(k) account. Individuals have four choices with the 401(k) account they accrued at a previous employer.

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

10/16/2026

Who among us wants to pay the IRS more taxes than we have to?

While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage your tax bill.

Five overlooked tax deductions to help manage your tax bill.

10/14/2026

Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the need to help protect the household against the loss of an income-earner has passed.

If you are thinking about dropping your coverage for either or both of those reasons, you may want to ask yourself a few additional questions before moving forward.

Reasons to retain your coverage into your retirement years.

10/13/2026

Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone. It can be difficult to contemplate, but with patience, love, and perseverance, a long-term strategy may be attainable.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

10/12/2026

10/11/2026

Maintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations, but it may save you money and time. Here’s what to consider for your record-keeping system.

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

10/10/2026

Most people prepare for the big healthcare costs in retirement: Medicare premiums, prescription drug coverage, and maybe extended care insurance. That’s a great start.
But some costs can sneak up later.

10/09/2026

A great password is often the only thing standing between you and identity theft. But what makes a password really secure? Turns out, there are some important guidelines to follow to keep information safe. Read on for three smart tips.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

10/07/2026

Umbrella liability insurance is designed to put an extra layer of protection between your assets and a potential lawsuit. It provides coverage over and above existing automobile and homeowners insurance limits.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.