Accumulation Planning

Couple hiking overlooking valley and river

Estate Planning: Tools, Tips, and Techniques

In this blog we discuss estate planning. What unpack what it is and some tools, tips, and techniques to ensure you design the estate plan that is best for you and your family. We outline the importance of estate planning in your overall financial plan. We outline the many components that fall under the estate planning umbrella, including wills, trusts, beneficiary designations, medical directives, tax implications and more.

2024 Retirement Trends in the United States

Retirement in the United States has shifted from a luxury to an integral phase of life, spurred by increasing life expectancies. Statistics indicate longer lifespans. Social connections, financial stability, and a sense of purpose are pivotal in navigating this evolving landscape, highlighting the need for proactive retirement planning strategies.

Discover Your Path to Financial Clarity

Want to learn more about Wealthway Financial Advisors' Financial Planning Services and see if we're a good fit?

Episode: 04-11-2023 | Credit 101

Hosted by Kevin J. Zywna, CFP® Dollars & Common Sense · Allison Dubreuil, Wealthway Financial Advisors: Tonight we're going to talk about one of the building blocks of personal finance. We're going to give you Credit 101 if you need a little refresher on what...

Episode: 08-09-2022 | College Funding

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · College Funding Kevin Zywna, Wealthway Financial Advisors:  Good evening. Not that I want to rush summer or anything, but I thought we would talk about a topic that is...

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