WMGNA, LLC

10/13/2026

Most high-income professionals don't get a surprise tax bill because they made bad decisions. They get one because no one was running the numbers proactively.

A Q4 tax projection changes that entirely.

By October, you still have a full quarter to act. Roth conversions, tax-loss harvesting, retirement contributions, deduction timing — nearly every meaningful lever is still available.

Wait until April, and all you can do is write the check.

A well-built projection gives you five critical numbers that tell you exactly where you stand and what moves still make sense before December 31st.

We break it all down in our new podcast episode! What a 2026 Tax Projection Actually Shows You (Most People Skip This) https://youtu.be/5zEtETEY8CM

10/06/2026

September brought big swings, new beginnings, and plenty to celebrate. 🍂⛳
Supporting the Miracle League of CT, celebrating the opening of Apex Golf Lab, cheering under the Friday night lights, and making time for birthdays, back-to-school milestones, and sports card adventures.
Behind every financial plan is a life worth enjoying and these are a few moments from ours!
What was your September highlight?

10/01/2026

Are you running the Bank of Mom and Dad, and quietly wondering when it stops?

Half of parents with adult children are providing regular financial support, averaging nearly $1,500 a month per child. That's close to $18,000 a year. And nearly half of those parents say it has come at some cost to their own financial security.

In this episode of The True Success Podcast, Dan and Jake break down the real question behind family financial support: when does helping your adult kids actually start hurting you?

Check out the full episode! https://www.youtube.com/watch?v=hUCRlRWjFiw

09/28/2026

WMGNA is thrilled to sponsor the Miracle League of CT's Annual Golf Tournament with our A-team led by our fearless CEO, Daniel J. Friedman, and the most epic golfers in the game: Mike, Donny, Jason, and Greg!

09/17/2026

Congratulations to WMGNA intern alum Jackson Olson on a stellar performance on Dancing with the Stars!! Make sure to tune in and vote next Tuesday @ 8pm! https://dwtsvote.abc.com/

09/11/2026

August, you were a good one. ☀️
Summer always seems to move a little too fast, but I guess that’s what makes these moments so good.
Here’s to making the most of what’s left of it.

09/11/2026

09/08/2026

Your financial advisor looks great on paper. But are you asking the right questions?

Big-name firm.
Impressive title.
Decades of experience.
Featured on a “Top Advisor” list.

None of those automatically mean you're getting great financial advice.

Check out more of Dan's articles to make wiser decisions with your money. https://www.investing.com/members/contributors/271233998/opinion

09/01/2026

There’s a big difference between preparing taxes and actually planning for them.

Brian Beck, our President and CFO, recently joined Steven Jarvis on the Retirement Tax Services Podcast to talk about what proactive tax planning can look like when it’s integrated into a client’s overall financial plan.

That’s why we believe tax planning shouldn’t happen once a year in April. It should be part of the financial planning conversation all year long.

It’s looking ahead, identifying opportunities, and making financial decisions today with an understanding of how they could impact your taxes tomorrow.

Thanks Steven and the Retirement Tax Services team for having Brian on!

Listen to the full episode here: https://retirementtaxservices.com/podcast/building-a-tax-centered-advisory-practice-with-brian-beck/