Waymark Wealth

Waymark Wealth Waymark Wealth Management is a fee-based financial advisory firm in the Greater Boston Area.

09/02/2026

Does your child qualify for a free $1,000 from the government?

Trump Accounts have three simple eligibility rules. Watch now and see if your child qualifies.

Seneca is joining Waymark as a Client Service Associate. As a former Clark University student-athlete, he brings a baseb...
08/21/2026

Seneca is joining Waymark as a Client Service Associate. As a former Clark University student-athlete, he brings a baseball player's grit and hard-earned financial lessons from his upbringing to his work supporting Brendan, Brandon, and Hanifa.

Watch the latest Coffee with Waymark to learn more about him.
https://www.waymarkwealth.com/post/meet-seneca-waymark-s-newest-team-member

08/12/2026

In this clip, Waymark's Client Services Manager Hanifa Nankinga, MBA talks about something most of us have felt: how quickly small spending habits sneak up on you.

The subscriptions.
The impulse buys.
The habits we shrug off because they seem “small.”

On their own, they don't feel like much. Over time, they can quietly pull against the goals you're working toward.

Financial planning isn't only about investments or income. It's also about noticing your habits and knowing where your money really goes.

Full conversation on our blog: "Three Things We Wish We Knew 10 Years Ago"

It's never too late — or too early — to get a fresh perspective on your finances. We meet every client where they are an...
08/11/2026

It's never too late — or too early — to get a fresh perspective on your finances. We meet every client where they are and help them get to where they want to be. Thinking about making a change? Let's talk.



This statement is a testimonial by a client of the financial professional as of 10/2/24. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

08/06/2026

It’s easy to look back and assume earlier generations had a smoother path to homeownership, but the reality is more nuanced.

Boomers were buying homes during periods of extremely high interest rates, economic volatility, and significant geopolitical uncertainty. Inflation was elevated, markets were unstable, and borrowing costs often reached levels that would feel extreme by today’s standards.

Even with lower home prices, the financial environment wasn’t simple, it just looked different.

In this Money Clip, Brendan Sheehan, MSFP, CFP® examines the financial realities Boomers faced and why comparing generations isn’t always simple.

Do you think today’s challenges are different or just more visible?

The second half of 2026 is shaping up to be eventful. Brendan and the Waymark team break down LPL's mid-year outlook; wh...
07/31/2026

The second half of 2026 is shaping up to be eventful. Brendan and the Waymark team break down LPL's mid-year outlook; what a split Congress means for volatility, why AI spending continues to drive markets, and where the S&P 500 could land by year-end.
Watch now and see what could be ahead for your portfolio.

https://www.waymarkwealth.com/post/lpl-mid-year-2026

07/28/2026

Homeownership looks very different for millennials than it did for previous generations.

One of the biggest drivers? Rising housing costs. In many markets, home prices have increased far faster than wages, making it harder to save for a down payment and afford monthly payments, even for high-income earners.

This shift has changed the timeline for when (and how) people are able to buy homes, forcing many to rethink what homeownership looks like in today’s economy.

In this Money Clip, Hanifa takes a closer look at why the path to homeownership looks so different for Millennials today.

Do you think homeownership is still realistic for millennials in today’s market?

07/21/2026

Student loans are one of the biggest financial challenges facing millennials today.

For many, the decision isn't as simple as choosing the cheapest school. A more prestigious college may offer opportunities, connections, and career advantages, but it often comes with a much higher price tag.

The real question is: Does the potential return justify the debt?

Every situation is different, which is why it's important to weigh both the financial and career implications before making one of the biggest investments of your life.

In this Money Clip, Waymark's Client Services Manager Hanifa Nankinga, MBA takes a closer look at the difficult choices students and families face when weighing the cost of college against the potential opportunities that can come with it.

What do you think - is a prestigious degree worth taking on more student debt?

07/10/2026

Disney isn't cheap, but that doesn't mean it has to be out of reach.

One of the core principles of values-based planning is making room in your financial plan for the things that matter most to you.

For Waymark Associate Advisor Brandon Cardarelli, CFP®, that's taking his family to Disney. For someone else, it might be travel, golf, concerts, or creating unforgettable memories with loved ones.

The goal isn't to spend less on everything, it's to spend intentionally on what brings you the most value.

In this Money Clip, Brandon shares three ways his family makes their annual Disney vacation more affordable, while still making the memories that matter most.

What's one thing you'd happily budget for every year?

Not every financial relationship is the right one. When you find the right fit, the difference is undeniable. That's wha...
07/07/2026

Not every financial relationship is the right one. When you find the right fit, the difference is undeniable. That's what we work hard to be for every client we serve.


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This statement is a testimonial by a client of the financial professional as of 09/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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Marlborough, MA
01752

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