What is the phone number for Weiss, Hale & Zahansky Strategic Wealth Advisors in Pomfret Center CT?

You can reach them at: 860-928-2341. It’s best to call Weiss, Hale & Zahansky Strategic Wealth Advisors during business hours.

What are Weiss, Hale & Zahansky Strategic Wealth Advisors(Pomfret Center, CT) store hours?

Weiss, Hale & Zahansky Strategic Wealth Advisors store hours are as follows: Mon: Closed, Tue-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.

Weiss, Hale & Zahansky Strategic Wealth Advisors on pomfret, Pomfret Center, CT

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October is financial planning month, each week this month Principal/Managing Partner, Jim Zahansky, will share strategies to help you develop critical thinking skills when it comes to financial planning. Click the link to start "Building a Strong Foundation" to help you #LiveWell. www.whzwealth.com/resources

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WHZWEALTH.COM.ADVISOR.NEWS Financial Education Should Be Part Of The Recovery From The COVID-19 Recession. This Is Why.

Principal/Managing Partner, Jim Zahansky is live on the airways, discussing key strategies to help you with your financial planning needs. Tune-in "NOW" to WINY Radio to listen in! #livewell

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WHZWEALTH.COM.ADVISOR.NEWS Fed's Powell Says U.S. Faces ‘Tragic' Risks From Doing Too Little to Support Economy

Principal/Managing Partner, Jim Zahansky, is live on WINY Radio 1350AM & 97.1FM, highlighting key strategies to consider when it comes to your estate and college planning needs to help you #livewell

WHZWEALTH.COM.ADVISOR.NEWS Applying to College During Covid: What Parents and Students Should Know

At WHZ, we focus on empowering our community to “Live Well”. Our WHZ team fared well this past weekend in QVCC’s Tackle the Trail event, a 19-mile trail race! They ran hard and had fun while raising money in support of The Quinebaug Valley Community College Foundation mission of ensuring all students complete college with NO federal debt. We were happy to help these students we had a blast!

WHZWEALTH.COM.ADVISOR.NEWS Commercial-Property Foreclosures Poised to Rise as Covid-19 Lingers

The pandemic has made it difficult for non-profits to raise money to fulfill their mission. Along with our "WHY" empowering those in our community to #livewell, WHZ is collaborating with Performing Arts of Northeast Connecticut as they use our parking area for their drive-thru Winetober event. This event is to raise money to help P Arts fulfill their mission to provide professional performing arts events at affordable prices to all ages across the region.

WHZWEALTH.COM.ADVISOR.NEWS Here’s What You Need To Know About The Most-Popular Estate Planning Trusts

WHZWEALTH.COM.ADVISOR.NEWS 6 ways for kids to celebrate Halloween safely, from drive-thru trick-or-treating to at-home candy hunts

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On Sunday, October 25 some members of our team participated in a socially-distanced version of the Hale YMCA Youth and Family Center's Road to Wellness event. This two-hour bike spin-a-thon helped raise money for the YMCA’s programming efforts for those members of our community that may be in need. In particular, dollars raised help support community members suffering from cancer as part of the YMCA’s Livestrong program. What a great event and an even better cause! #empowering our community #LiveWell

WHZWEALTH.COM.ADVISOR.NEWS A Review of Past Recessions

College is more expensive than it's ever been, and you may wonder how you can save for it. Click the link below to read our weekly advisor blog, as Principal/Managing Partner, Jim Zahansky, discusses planning strategies to help you save for college. www.whzwealth.com/resources #planwell #investwell

WHZWEALTH.COM.ADVISOR.NEWS The Pandemic Isn’t Over. Complete These Four Financial Checks This Fall

Halloween will look different this year, and most activities may not be possible in their traditional setup but it doesn't mean you can't get into the Halloween spirit. WHZ was able to get into the spirit and have a costumed theme virtual meeting for Halloween!

We are 3 days away from the US presidential election, Principal/Managing Partner, Jim Zahansky, addresses how it could impact the financial markets. We encourage you to click the link below to listen to his insights! www.whzwealth.com/air

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The US presidential election is just days away, are you concerned? Tune-in to WINY Radio, 1350AM or 97.1FM, right now as, Principal/Managing Partner, Jim Zahansky, addresses the US elections and the impact it could have on financial markets. #planwell

WHZWEALTH.COM.ADVISOR.NEWS Now’s The Time To Think About Tax-Loss Harvesting Your Portfolio

WHZWEALTH.COM.ADVISOR.NEWS 6 Ways to Keep Your Employees Learning At Work

It's not every day that on Veterans Day you have the opportunity to have a conversation with General Colin L. Powell, USA (Ret.) as Principal/Managing Partner, Laurence Hale did yesterday. It was already a great day, honoring those who have served our country and having this opportunity made the day even better. Thank you, General Colin L. Powell!

Social distance like you mean it. This past year, we’ve all had to pivot. If the way you’re adapting is a little out there, we’re willing to think differently to help make it happen. Leverage our Plan Well, Invest Well, Live Well process in favor of blast-off. whzwealth.com/who-we-help Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Advisor.

Click the link, for strategies to increase your tax breaks before December 31, in this week's advisor blog with Vice President, Associate Financial Advisor, Leisl Cording. www.whzwealth.com/resources

WHZWEALTH.COM.ADVISOR.NEWS Medicare Part B Premiums To Rise 2.7% In 2021, With Premiums For Highest-Income Couples Topping $12,000 A Year

Has your business applied for the Paycheck Protection Program (PPP) Loan? Are you unsure how to apply for the loan forgiveness? Tune-in to our segment "You & Your Money" on WINY Radio or www.whzwealth.com/air, with Vice President, Associate Advisor, Leisl Cording, as she discusses what you need to know before applying for the loan forgiveness.

Ready to make your passion project your retirement gig? Before you make the big leap, make sure it’s the right time. Our Plan Well, Invest Well, Live Well process can help you take the next step with confidence. Click the link below so you can pull the cover off the ol’ dusty dream car and get to work. https://www.whzwealth.com/next-chapter-years Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Advisor.

WHZWEALTH.COM.ADVISOR.NEWS A Covid-19 Vaccine Would Boost the Global Economy, But Not All at Once

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Have you inherited an IRA? It's time to review your options before it's too late. Click the link below to view your options, as Vice President, Associate Financial Advisor, Leisl Cording walks you through your options in our advisor blog. www.whzwealth.com/covid19-resources

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Follow these 7 steps to help those in need this holiday season, and they could help you work towards achieving your yearend financial goals. Click the link as, Vice President, Associate Financial Advisor, Leisl Cording, outlines those important steps. www.whzwealth.com/resources

WHZWEALTH.COM.ADVISOR.NEWS Nervous About Get-Togethers Because of Rising Covid Cases? Here’s How to Say No Gracefully

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WHZWEALTH.COM.ADVISOR.NEWS Study: Our Children Are Taking Over Our Financial Plans. What Does This Mean For Retirement?

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Our team will be taking Thursday, November 26 & Friday, November 27 to celebrate Thanksgiving, recharge, and reflect. We will resume normal business hours Monday, November 30. Happy Thanksgiving!

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Congratulations to WHZ's Vice President, Associate Financial Advisor, Leisl L. Cording, CFP, as she graduated from the Certified Financial Education Instructor (CFEI) Program and was accepted into the Personal Finance Speakers Association! Her passion and commitment to help our clients and broader community to achieve their long-term financial life goals is remarkable! Click the link to read more about Leisl's new achievement. www.whzwealth.com/news #livewell

WHZWEALTH.COM.ADVISOR.NEWS Panic Selling: What Is It And How Will It Affect My Retirement?

Will your strategic financial plan withstand 2021 after experiencing this year? Tune-in to our segment "You & Your Money" on WINY Radio or www.whzwealth.com/air, with Principal/Managing Partner, Laurence Hale, as he discusses 3 key components to incorporate into your financial plan for 2021.

Before you hand over the reins, be sure it's the right time. Your transition should provide the right successor, provide you retirement income, and feel smooth to your customers. Use our Plan Well, Invest Well, Live Well process to assess whether the timing is still optimal to move forward with your next steps. whzwealth.com/business-owners Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Advisor.

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Happy Hanukkah to everyone who celebrates, may this first night bring your home peace and happiness.

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Beat the blizzards. If your dream retirement doesn't involve shoveling snow, we'll help you get to the retirement climate you desire. Leverage our Plan Well, Invest Well, Live Well process in favor of your flip-flops. www.whzwealth.com/next-chapter-years Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Advisor. #PlanWell #InvestWell #LiveWell

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May today fill your heart and your home with joy! Merry Christmas from the WHZ team! In observance of the holiday, our office will be closed, so that our team can take the time to rejuvenate and spend time with their families. Our office will resume normal business hours Monday, December 28th.

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Happy New Year to all! May the New Year bring you much joy and fun! Our office will be closed today Friday, January 1, 2021, so that our team may spend this valuable time with their families. We will resume normal business hours Monday, January 4th, 2021. #livewell

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Should you be worried as an investor with the recent events on the Nations Capitol? Click the link below and listen-in as, Principal/Managing Partner, Jim Zahansky, outlines what you need to know on our podcast "You and Your Money"! www.whzwealth.com/air #PlanWell #InvestWell #LiveWell

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If you haven't yet begun working with a financial advisor, it's important to know what questions to ask to find the best fit. Here's what you should know... WHZWEALTH.COM.ADVISOR.NEWS 5 questions to ask at your first financial planning appointment

WHZWEALTH.COM.ADVISOR.NEWS IRS Says Key Tax Forms Will Be Ready For Tax Season, But There’s No Start Date Yet

Before you go through with your exit, make sure it's still the right time. Last year didn't go according to plan. But our Plan Well, Invest Well, Live Well process can help you make informed decisions about how to move forward or pivot, so you still get the value from your business you've worked so hard to earn. whzwealth.com/business-owners Securities and advisory services offered through Commonwealth Financial Network,® Member FINRA/SIPC, a Registered Investment Advisor. WHZWEALTH.COM Business Owners

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WHZWEALTH.COM.ADVISOR.NEWS 4 Reasons a Retreat Into Nature Will Increase Productivity

Today we honor Dr. Martin Luther King Jr. as he fought for racial and economic justice. We continue to battle today to make our nation a better place for everyone, no matter their race, ethnicity or religious background. Our office and financial markets will be closed today and we will resume normal business operations Tuesday, January 19.

Whether you're a spender or a saver, making "splurges" a formal part of your budget can help you strike that balance between planning well for the future while still living well now. WHZWEALTH.COM.ADVISOR.NEWS I used to have a strict system for saving, but keeping a general 'splurge' fund has helped me save more money than ever

WHZWEALTH.COM.ADVISOR.NEWS IRS Says Key Tax Forms Will Be Ready For Tax Season, But There’s No Start Date Yet

Regular exercise is essential for physical health and an excellent way to clear your mind and stay focused. But if the options available during the pandemic have you bored, here are some great ways to make even a simple walk more enticing. #LiveWell WHZWEALTH.COM.ADVISOR.NEWS The joy of steps: 20 ways to give purpose to your daily walk

With a year that threw us all for a loop behind us, and a new year upon us that still feels just as uncertain, it can be difficult to keep your eyes on the prize. Here's how to set goals and keep working toward them even when so much is uncertain. WHZWEALTH.COM.ADVISOR.NEWS Fast Company: How to Set Goals for 2021 When Everything Feels Uncertain

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Congratulations Holly!! You continue to grow and develop your skillset to further assist our clients and the general community. Holly has successfully passed her Financial Industry Regulatory Authority (FINRA®) Series 66 exam. Click the link below to read more on Holly's recent accomplishment. www.whzwealth.com/news #PlanWell #InvesWell #LiveWell

If there is any silver lining to the pandemic, it's the lessons it has taught us (however unwilling we were). Here are some great ones, from being prepared for the worst to knowing when to grab an opportunity (even if it's not the "perfect" time). WHZWEALTH.COM.ADVISOR.NEWS 15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19

Tune in to our "You & Your Money" segment on WINY Radio this Wednesday, February 3 at 7:30 a.m. as Principal/Managing Partner Laurence Hale shares important steps to take to ensure your finances are in good shape for 2021.

When job markets and financial markets are uncertain, it can feel like saving for the future is a luxury. But by making this one shift to your mindset, it really is possible to keep making forward progress for the future. #PlanWell #InvestWell #LiveWell WHZWEALTH.COM.ADVISOR.NEWS Money can't buy happiness, but how we adjust 3 financial 'levers' can drastically affect how we feel

Here are eight great financial goals to focus on right now in order to begin living better in 2021 and beyond. WHZWEALTH.COM Prioritizing Your Financial Health in the New Year | WHZ Advisor's Blog

Here's an excellent primer on how to build credit through smart credit card usage - especially great to share with the young adults in your life who are just starting to build their own credit! WHZWEALTH.COM.ADVISOR.NEWS 5 ways opening a credit card and using it responsibly can boost your credit score

The #SuperBowlLV showdown has started early in our office! Holly (on left, manager, operations and analytics) is rooting for the Chiefs, but Leisl (VP, associate financial advisor) is backing the Buccaneers. Who are you pulling for on Sunday?? 🏈

Are you ready for some football?! To help you gear up for the big game, here's everything you need to know - from when and where to tune in, to who's playing in the game (who's still rooting for Tom Brady??) and who's playing the halftime show. #SuperBowlSunday #LiveWell WHZWEALTH.COM.ADVISOR.NEWS What Time Does the Super Bowl Start?

This Wednesday on "You & Your Money:" find out about important changes to retirement savings tax laws from Principal/Managing Partner Laurence Hale. Tune in to WINY Radio Wednesday at 7:30 a.m.!

If you're of retirement age but not yet retired, can you still open a retirement account? Yes - but here's what you need to know. WHZWEALTH.COM.ADVISOR.NEWS Are You Too Old to Open a Roth IRA?

Although the market manipulation behind the artificial Gamestop stock bubble has slipped from the headlines, it won't slip from the minds of investors for some time - but here's why it's likely not cause for too much alarm. https://www.whzwealth.com/has-reddit-revealed-major-cracks-market WHZWEALTH.COM Has Reddit Revealed Major Cracks in the Market?

NEW on the podcast: Listen as Principal/Managing Partner Jim Zahansky explains how to take control of your finances and #PlanWell today, so you can #LiveWell tomorrow > https://www.whzwealth.com/air

Please note that our office will be closed on Monday, February 15 for the Presidents Day holiday, consistent with financial markets. If you've got the day off, have fun (and maybe check in to see if you're saving enough in your 401K to enjoy every day in retirement, too)!

If your dream retirement doesn't involve shoveling snow, we'll help you get to the retirement climate you desire. Visit whzwealth.com/our-process to see how we can help you trade winter boots for flip flops - for good - through our unique Plan Well, Invest Well, Live Well™ process.

We maintain a strong focus on diversity, equity and inclusion as an integral part of our committment to living out our strategic Plan Well, Invest Well, Live Well process. Here's how we're fulfilling that commitment this month, and every month, week and day ahead, to help ensure everyone has an equal opportunity to "Live Well," in every sense >> https://www.whzwealth.com/living-out-our-live-well-philosophy-diversity-equity-and-inclusion

See where you might want to go in order to live well in retirement - and what you'll need to plan for in order to get there... #PlanWell #InvestWell #LiveWell WHZWEALTH.COM.ADVISOR.NEWS This Is How Much You Need To Save And Earn To Retire In The Top 25 Happiest U.S. Cities

The $900 billion COVID Economic Relief Bill is over 5000 pages, so we've boiled down some of the most pertinent information pertaining to personal finances. Here's what you should know... WHZWEALTH.COM Does the COVID-19 Economic Relief Bill Impact You?

This Wednesday on "You & Your Money:" find out about important changes to retirement savings tax laws from Principal/Managing Partner Laurence Hale. Tune in to WINY Radio Wednesday at 7:30 a.m.!

Here are a few helpful tax season reminders - for even more, visit our blog: whzwealth.com/advisor-blog #PlanInvestLiveWell WHZWEALTH.COM.ADVISOR.NEWS Tax Season Is Here. What You Need To Know Now

NEW on the podcast: Hear important steps to take to ensure your finances are in good shape for 2021 from Principal/Managing Partner Laurence Hale. Listen now >> https://www.whzwealth.com/air

We maintain a strong focus on diversity, equity and inclusion as an integral part of our commitment to living out our strategic Plan Well, Invest Well, Live Well process. Here's how we're fulfilling that commitment this month, and every month, week and day ahead, to help ensure everyone has an equal opportunity to "Live Well," in every sense >> https://www.whzwealth.com/living-out-our-live-well-philosophy-diversity-equity-and-inclusion

Before you file your 2020 taxes, you'll want to hear this podcast from Managing Partner Laurence Hale (whether you're just starting out in your career or already in retirement). LISTEN NOW: https://www.whzwealth.com/air #PlanInvestLiveWell

The earlier you begin to plan (and invest), the better you'll be able to live in the future. Here are three great steps to take to get started off on the right foot. #PlanInvestLiveWell WHZWEALTH.COM.ADVISOR.NEWS A 35-year-old shares the 3 biggest lifestyle trade-offs that led to a $1 million net worth

Here are a few helpful tax season reminders - for even more, visit our blog: whzwealth.com/advisor-blog #PlanInvestLiveWell WHZWEALTH.COM.ADVISOR.NEWS Tax Season Is Here. What You Need To Know Now

NEW on the podcast: Hear important steps to take to ensure your finances are in good shape for 2021 from Principal/Managing Partner Laurence Hale. Listen now >> https://www.whzwealth.com/air

Women often face a gender inequality gap when it comes to finances and wealth building. Tune in tomorrow to Good Company WILI 1400 & 95.3 for tips to help women overcome these challenges from VP and Associate Financial Advisor Leisl Cording.

Paying down debt is important, but being prepared for the unexpected is essential. #PlanInvestLiveWell WHZWEALTH.COM.ADVISOR.NEWS I used to think paying off all my debt was the key to retiring early, but the pandemic showed me a smarter way

It's International Women's Day, and we're focusing on the gender gap that women face when it comes to finances and wealth building. Listen now to this latest podcast featuring VP, Associate Financial Advisor Leisl Cording to learn what those challenges are - and why it's important to address them (and not just for women). #PlanInvestLiveWell #podcast #IWD2021 #ChooseToChallenge

Weiss, Hale & Zahansky Strategic Wealth Advisors added a new photo. March 8 at 12:50 PM · "Here is my beautiful brown lab Reese! She never met a meal she didn’t like but her sweetness and beauty can not be denied!" - James Zahansky, AWMA® Principal/Managing Partner and Chief Goal Strategist

Whether you’re just starting to save or you’re already in retirement, here are some important changes to retirement savings tax laws to be aware of as you prepare to file your 2020 taxes. #PlanInvestLiveWell WHZWEALTH.COM Tax Law Changes to Make the Most of Your Retirement Savings At Any Age

It's #EmployeeAppreciationDay, and we couldn't be more proud of, or thankful to, our incredible team. #PlanInvestLiveWell

Small but consistent habits can really add up. #PlanInvestLiveWell WHZWEALTH.COM.ADVISOR.NEWS 6 easy steps to save money in 60 minutes

The $1.9 trillion American Rescue Plan was signed into law on Thursday afternoon and its benefits are already being distributed. Here's an overview of what those benefits are set to include for individuals and small businesses, along with some insights on what we might expect to happen in the economy and the markets as a result. WHZWEALTH.COM.ADVISOR.NEWS How Much Money You Will Get From Stimulus Checks, Unemployment Benefits And Everything Else Inside Biden's $1.9 Trillion Relief Bill

"Growing up in the 70’s and 80’s, girls and women were not necessarily taught how to handle finances. I became very interested in finance later in life, in my 40’s. The idea that I could be in charge of my money and my future and that if I took the right steps now, I could live comfortably long term was so intriguing to me. I was already educating myself online and through podcasts when I came to work for WHZ. Working here has strengthened my knowledge even more, and I’m happy to pass that wisdom along to my children, friends and family so they can live well too. As our daughters continue to see more women in the finance field, my hope is that the opportunities will be the same regardless of gender. Women will be empowered to have a voice for themselves and their family when it comes to the spending and saving." - Rebecca Lewis Associate, Client Services & Administration #WomenInFinance #WomensHistoryMonth #ChooseToChallenge #PlanInvestLiveWell

"I'm actually still very new to this field. I started at WHZ almost 2 1/2 years ago after being a paralegal forever! I never really thought about women in the finance industry until coming here. I am now discovering how very few women there are in senior revenue producing roles within the larger industry, which is very sad. I'm excited to be a 41 year old woman starting her second career in life during this exciting time where more and more women are finally being recognized for their accomplishments, and diversity is slowly getting better. I love how we are able to help our clients Live Well and help create a strategic financial plan they can rely on. I feel that the future is strong for women in finance (as it is in any field) as long as we keep the momentum going." - Kelly Graves Associate, Client Operations & Service #WomenInFinance #WomensHistoryMonth #ChooseToChallenge #PlanInvestLiveWell

"I entered the financial world as a wealth management assistant in 2008 after graduating with a finance degree. I worked my way up to being a Financial Advisor over the ensuing 8 years all because I have always enjoyed finance and helping people. When you combine the two, there is nothing more powerful than being the person that has the capability to equip clients with the knowledge and tools to work towards achieving their financial goals and fearlessly live the life they have dreamed of. Being a female advisor in a male dominated profession is an important opportunity given that more women are inheriting and building wealth faster than in years past. They will need financial advisors and likely they will feel more comfortable working with a female advisor. I have no doubt we will see more women in finance as time goes on." - Leisl Cording , CFP® Vice President, Associate Financial Advisor Weiss, Hale & Zahansky Strategic Financial Advisors #WomenInFinance #WomensHistoryMonth #ChooseToChallenge #PlanInvestLiveWell

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish or revisit your budget to help you reach your financial goals. Here's how to get started... WHZWEALTH.COM Take Control to Begin Recovery of Your Financial Goals | WHZ Advisor's Blog

The latest round of stimulus payments begin to phase out for single tax filers with an adjusted gross income of $75,000 and at $150,000 for married people filing jointly. If you're just over that threshold, see if any of these tips may help you to still qualify to receive a payment. WHZWEALTH.COM.ADVISOR.NEWS Didn’t Qualify for the Stimulus Check? Here’s How You Might Change That.

Women face unique challenges when it comes to financial planning and wealth building. Listen as WHZ Vice President and Associate Financial Advisor Leisl Cording, CFP® shares tips to overcome those challenges and #PlanInvestLiveWell at every stage of life >> whzwealth.com/air

We’re now deep into tax season, a time when scammers get increasingly savvy with strategies to gain access to other people’s personal information and money. Here are some red flags to watch for to protect yourself, along with some timely tax-filing reminders. WHZWEALTH.COM Tax Season Scam Alert

"I think the future of women in leadership in our industry is bright. To see how far we’ve come is always encouraging however I do recognize that this journey is far from over. Being part of a team of such strong, intelligent and dedicated women is so empowering and the partners at WHZ (Laurence & Jim) are so supportive and aware of the actions that are needed, and are taking them, to continue our trajectory towards a more diverse workplace in our industry." - Holly Wanegar Manager, Operations & Analytics #WomenInFinance #WomensHistoryMonth #ChooseToChallenge #PlanInvestLiveWell

"Over several decades in this industry, I have seen quite a shift regarding women in leadership roles. Years ago, we were somewhat led to believe that our skills were limited to only the administrative side of the business, so there wasn’t much opportunity for growth in a predominately male driven industry. So, no disrespect to the men, that was just how these businesses were run. The future is now so bright for women pursuing careers within the financial industry and I can’t begin to express how refreshing it is to finally see such strong, educated women, now being given the same consideration for leadership positions that have primarily been comprised of men. I would also be remiss if I didn’t mention our broker dealer, Commonwealth Financial Network, as they have been at the forefront of this shift." - Heather O'Rourke Lead, Client Financial Planning Services #WomenInFinance #WomensHistoryMonth #ChooseToChallenge #PlanInvestLiveWell

Happy St. Patrick's Day from all of us at Weiss, Hale & Zahansky Strategic Wealth Advisors.

The Medicare general enrollment period closes at the end of this month. If you're 65 or over - particularly if you just turned 65 last year - you'll want to read this. #PlanInvestLiveWell WHZWEALTH.COM If You Turned 65 Last Year, Take Note: Medicare General Enrollment Period

This morning WHZ Principal/Managing Partner James Zahansky moderated the annual Northeastern Connecticut Chamber of Commerce Legislative Breakfast. Jim, who is a Chamber board member and chair of its legislative committee, said of the experience: "The breakfast is always a great opportunity for business owners in our region to connect directly with legislators on issues affecting the health and future of their businesses, and this morning's meeting was no different. There were many important issues discussed, and it's always wonderful to see business and community leaders working hand in hand with legislators to support the health and future of business and industry so that our communities can continue to offer plenty of opportunity to grow, prosper and live well." #PlanInvestLiveWell

Avoiding these three common mistakes can put you in a much better position come tax time. WHZWEALTH.COM.ADVISOR.NEWS 3 Common Mistakes You Don’t Want To Make This Tax Season

Gender inequities in finance exist and must be addressed. Here are some key insights to consider from our Vice President and Associate Financial Advisor Leisl Cording, CFP® on why and how we should all help to make change happen so everyone has equal access to be able to #PlanInvestLiveWell. WHZWEALTH.COM Why Addressing Financial Gender Gaps Is Important For Everyone

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