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Dear Friends

We're sliding into summer, and hopefully a whole lot of opportunities to Live Well with vacations, day trips and more. Happy Father's Day to all those celebrating as well!

Here are our latest tips and resources to help you fearlessly pursue your goals!

Have dreams of grand summer getaways and a dream vacation home? Let us help you make a plan to Live Well the way YOU want to!

Schedule a Meeting With Us

Plan Well.

Could Inflation Affect Your Retirement Plans?

Inflation is at a 40-year high. Here's how that could affect your retirement plans, and what you can do to counteract the effects. READ MORE >

The Surprising Student Debt Problem of High Earning Millennials

Are you still struggling with student debt even though you earn a healthy salary? You're not alone. Here's why that is, and what you can do about it. READ MORE >

CT Business Owners:
Are You Ready for the MyCTSavings Program Requirements?

Beginning this month, CT employers with 5+ employees must register with the MyCTSavings Program. Here’s what this means for your business, your employees, and your bottom line. READ MORE >

Invest Well.

Introducing Will Armstead, WHZ Director of Administration

As part of our ongoing efforts to best serve our clients' investment and wealth management needs, we recently welcomed Will Armstead to our team as Director of Administration.

Will oversees office administration and provides support for partner and advisor scheduling and other needs in collaboration with the Client Service and Client Experience teams. He brings 20+ years' experience as an Administrative/Executive Assistant and Office Manager in the pharmaceutical industry and is also a US Army Veteran. In his spare time, he enjoys outdoor activities, gaming and being the proud dad to his new pup, Pepper.

Live Well.

Office Closure & Volunteering for A Worthy Cause on June 20

In observance of Juneteenth (and in keeping with financial markets), WHZ offices will be closed on Monday, June 20. On that day, members of our team will be taking part in the unveiling of a wonderful new mural that honors Martin Luther King, Jr. at the Hale YMCA in Putnam – stay tuned for photos!

About Juneteenth:
Juneteenth was originally celebrated in Galveston, Texas, on June 19, 1866. It marked the first anniversary of the day that African Americans there first learned that they had gained their freedom through the Emancipation Proclamation, which had been issued more than two years earlier.

That's all for this month – until next time, Live Well!

Best,
The Advisory Team at
Weiss, Hale & Zahansky Strategic Wealth Advisors
Plan well. Invest well. Live well.™
(860) 928-2341 | info @whzwealth.com | www.whzwealth.com

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