Posts by Lauren

Retirement — it’s that glorious time in your life where the only worry you should have is why your grandchildren haven’t called yet this week. Though it is a life-changing…

WPN is proud to announce that Michael has been invited to join Forbes Finance Council. He has recently published his article “Reviewing Your Financial and Estate Planning Checklist”. We hope…

Throughout life, there will be many important monumental events that will ultimately cost a great deal, whether that is buying your first home, or maybe even your child’s wedding. However,…

What if I told you, with complete certainty, that you will die one day. Would you believe me? Of course, you would. But, is it something you want to talk…

As we grow older, the dream of retirement gets closer and closer, but for most, this can be a very stressful time. Before retirement, the last few months at work…

As you grow older, you have most likely accumulated not only wealth, but properties, and other assets that are included in your estate. However, having all your assets in your…

Throughout your working life, I am sure that you have been saving as much possible into IRA’s, 401(k)’s, and investment accounts to save for retirement. During the accumulation phase, you…

There is a reason why you hear advisors stress diversifying your portfolio strategically depending on your situation, and I am not only referring to asset allocation, that is to say,…

By now, the Tax Cuts & Jobs Act is news that we are all aware of. New legislation and statutes put in place should be an indication for everyone to…