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You & Your Money

You & Your Money

Von: WHZ Strategic Wealth Advisors
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.

From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.

WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."

Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

697 Pomfret St., Pomfret Center, CT 06259
392-A Merrow Rd., Tolland, CT 06084
860-928-2341

© 2026 Weiss, Hale & Zahansky Strategic Wealth Advisors Persönliche Finanzen Ökonomie
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  • New Tax Rules, New Opportunities

    New Tax Rules, New Opportunities
    Aug 5 2026

    For high earners in their 30s, 40s, and early 50s, the One Big Beautiful Bill Act creates a new tax and financial planning environment. The higher SALT deduction cap, new charitable giving rules, expanded 529 flexibility, and new Trump Accounts for children all deserve attention, but not every provision calls for immediate action. The opportunity is to coordinate tax, savings, education, charitable, and family wealth strategies over multiple years rather than treating each rule as a one-time tax break.

    Find out what you need to know from Holly C. Wanegar, CFP®.

    Read the companion blog post >

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    11 Min.
  • Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments

    Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments
    Jul 29 2026

    Inflation is rising, but despite that, corporate earnings have continued to grow. In this episode, find out what this tug of war between inflation and earnings could mean for your investments.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    13 Min.
  • Market Update | July 2026

    Market Update | July 2026
    Jul 16 2026

    Get caught up on the markets and what it could mean for you and your wallet, with WHZ Senior Managing Partner & Chief Strategist James Zahansky, AWMA.

    - Subscribe to the You and Your Money podcast
    - Follow us on Facebook, Instagram, LinkedIn and YouTube
    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    3 Min.
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