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

10/15/2026

HSA vs. FSA: Which One Builds Wealth?

An HSA isn't just for medical expenses... It can also be a powerful tax-advantaged investment account.

Quick breakdown:

HSA = your money, rolls over, can be invested (requires a high-deductible health plan).

FSA = employer plan for pre-tax medical costs, generally use-it-or-lose-it.

Here's why an HSA often beats an FSA if you're eligible.

10/07/2026

A 529 is built for education. A Trump Account can go further.

Both let your money grow tax-advantaged, but Trump Accounts open the door to things a 529 can't touch: starting a business, medical expenses, even a home down payment. Brendan Sheehan, MSFP, CFP® breaks down the key differences.

Which one fits your family's goals? Let us know in the comments.

#529

Open enrollment season is here, and most people just default to whatever they picked last year, which can quietly cost t...
09/24/2026

Open enrollment season is here, and most people just default to whatever they picked last year, which can quietly cost thousands in benefits and tax savings you never use.

In this episode, Brendan breaks down:

PPO vs. HMO vs. high-deductible plan: which one actually fits your situation
Why an HSA beats an FSA for most people
How to split traditional vs. Roth 401(k) contributions
Why disability coverage matters more than most people think

Open enrollment closes soon. Watch now so last year's default choices don't cost you again this year. https://www.waymarkwealth.com/post/open-enrollment-don-t-lose-free-money-this-year

Thank you, LPL Financial, for another great FOCUS conference. This year’s event in San Diego brought together more than ...
09/22/2026

Thank you, LPL Financial, for another great FOCUS conference. This year’s event in San Diego brought together more than 10,000 financial advisors, institutional leaders, and industry professionals to explore what’s next for wealth management; from AI and technology to new ways of growing and managing a practice.

Hanifa Nankinga, MBA, Client Services Manager at Waymark Wealth Management, represented the Waymark team and came home with plenty of inspiration, including a great message from Jesse Cole of the Savannah Bananas about the importance of staying unique in the age of AI.

The trip also gave Hanifa the chance to reconnect with friends from the Black Advisor Network and to catch an amazing performance by Carrie Underwood! 🎶

Thanks for another memorable FOCUS, LPL Financial. Next stop: Boston in 2027!

09/16/2026

"I opened Trump Accounts for each of my kids. Haven't contributed a cent. They're already funded."

Brandon Cardarelli, CFP®, Associate Advisor at Waymark Wealth Management, breaks down what happened and why opening an account may be worth it, even without contributing a dollar.

Watch the latest Money Clip to hear what happened.

Have you opened one for your kids yet? Let us know in the comments below.

09/09/2026

Is there an AI bubble forming? Brendan has said no, until recently.

Big tech has funded its AI spending out of cash flow so far. Now companies like Meta and Alphabet are starting to borrow to keep the build out going, and that shift is worth watching. Watch now and see what's changed.

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.

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