Jeff Wicks at Wicks Wealth Management

10/01/2026

This October, we honor the incredible achievements of women-owned small businesses during National Women's Small Business Month.

The journey hasn't been easy, but these trailblazers have defied the odds:
✨According to the Small Business Association (SBA), there are over 13 million women-owned businesses in America today! 💪
✨ They generate $1.9 trillion in revenue
✨ Thanks to the Women's Business Ownership Act of 1988, female entrepreneurs continue to have greater access to capital and resources to make their dreams a reality. 🚀

We salute every woman who has taken the courageous leap into entrepreneurship. Your perseverance inspires us!

We're proud to walk alongside you. Don't hesitate to tap into the fantastic resources offered by the SBA like free training webinars and contracting programs. 🙌

Here's to shattering glass ceilings and showing the world what women can achieve. Share your favorite women-owned business below! 💫

09/15/2026

If you’re in your twenties or thirties and pondering, “Retirement? That seems generations from now,” you’re not on your own. Most fledgling experts push retirement preparation to the rear of their minds, prioritizing learner obligations, lease installments, and smashed avocado on toast (sure...

09/14/2026

While you have a lot going on as you leave a job, it's important to make a plan for your existing 401(k).

09/13/2026

Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for caregiving. Here's how advisors can keep their roadblocks in mind when planning.

09/12/2026

Most estate plans are built around death. But illness, cognitive decline and caregiving arrive first. Here's the planning gap few families anticipate.

09/11/2026

The cost of raising a child in the U.S. continues to rise, reaching a new milestone in recent estimates.

A new analysis puts the total cost at approximately $303,000 through age 18, or about $16,800 per year on average.

These figures include everyday expenses like housing, food, and childcare, but do not account for college costs, which can add significantly more over time.

Costs can also vary widely depending on location. Some states saw notable increases, while others experienced slower growth in certain child-related expenses.

While the overall total has increased, some categories, such as early childcare, have shown signs of stabilizing in recent data.

As costs evolve, these trends offer a broader view of how family-related expenses are changing.


Source:

Raising a child through age 18 is most expensive in Hawaii, where a family would spend an estimated $412,661 in 2026, LendingTree found.

09/10/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

09/09/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

09/08/2026

'Beyond Diagnosis' continues with Jagan Pillai on care planning and adapting support over time

09/07/2026

Retirement planning for young professionals: In your early years, focus more on growth. As you get closer to your retirement, gradually shift towards more stable investments to reduce risk.