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Dear Friends,
It's been a busy summer, both for the markets and for life in general, as we all return (very gratefully) to the activities, outings and events we've been missing so much during the pandemic. In this month's Fearless Flyer we've got tips and updates for you on both counts.
Here are our latest tips and resources to help you fearlessly pursue your goals!
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Interest Rate Hikes Impacting Your Major Purchases and Life Events?
Do This.
Inflation is at a 40-year high and interest rates are rising. Here's how to weather the storm and still stay on track to achieving your goals.
READ MORE >
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Positive Changes for Your Retirement Savings Could Be Coming
Whether you're still saving or you're already retired, there could be legislation passed in the coming months that will provide you with some significant new benefits.
READ MORE >
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2022 Hurricane Season Expected to Be Busy – Are You Ready?
Hurricane season has arrived. Here's how to protect yourself and your finances ahead of time, so you'll be ready if disaster strikes
READ MORE >
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4 Steps to Help Your Business Survive (And Even Thrive) During High Inflation
If you’re a business owner, you’re likely feeling the effects of high inflation and increasing interest rates. Here's how to keep it from eating up your profit margin.
READ MORE >
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Brandon Koehler Joins WHZ as Client Service Associate
We're pleased to announce that Brandon Koehler has joined our team as Client Service Associate, assisting our advisors and team to ensure the best client experience and advancement of our clients' goals.
Brandon is a recent graduate of the University of Connecticut, where he earned a degree in Economics with a minor in Communications. Prior to joining WHZ, he worked for UConn Athletics and the Town of Mansfield with a focus on operations and customer service. Brandon grew up in Mansfield, CT and in his free time enjoys traveling, watching baseball, working on cars and spending time with family.
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On the You & Your Money Podcast:
How We're Growing to Keep Helping Our Clients Plan Well, Invest Well, and Live Well
We've got new team members, expanding expertise and other great news to share on how we're growing to help our clients keep Planning, Investing and Living Well. Hear all about it (with some fun along the way) in our latest You & Your Money podcast.
LISTEN NOW >
Subscribe to the You & Your Money Podcast:
🔊 Apple Podcasts: https://loom.ly/XuFX4HE
🔊 Spotify: https://loom.ly/AREcC3g
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Summertime, And The Living is... FUN!
There's no better time than summer to get outside, get active, and have some fun, and that's just what we've been doing – we hope you are, too!
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A Friendly Competition for Team Building and Charity
It was an epic match for the ages on July 27, when our team here at WHZ went head-to-head in a volleyball tournament with the team from Gerardi Insurance! Although our opponents bested us in 3 out of 5 matches, it was still a win for a fun evening of friendly competition and camaraderie for both teams!
And per our pre-tournament agreement, since Gerardi Insurance emerged the champion we're donating $500 to the charities of their choosing: P.A.W.S., Northeast Placement Services, Northeast Opportunities for Wellness and Veterans Coffee House.
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A WHZ Cycling Saturday
On Saturday, July 23, we hosted our annual WHZ Cycling event and had a great time cycling through beautiful Pomfret, CT with some of our clients. The morning was capped off with some delicious food sourced from local farms, orchards and bakeries.
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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 | advisors@whzwealth.com | www.whzwealth.com
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