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Hello Friends,

It's hard to believe we're already coming up on the mid-year point. Don't forget to do that all-important mid-year review of your finances! Could you use some help navigating today's markets while staying on track toward your goals? Schedule a complimentary consultation now to see how we can help. In the meantime, here are this month's tips to help you Plan Well. Invest Well. Live Well.™

Plan Well.

Thinking About Paying Off Your Child's Student Loan?

Here are 5 things to consider first >

Presented by Laurence Hale, AAMS®, CRPS®

Decision on Student Loan Forgiveness Expected Next Month

Here's what to know >

Presented by Michael Baum, CFP®, RICP®

Invest Well.

Market Update

Hear what's happening on our You & Your Money podcast >
(And click to subscribe while you're there to hear each of our weekly podcasts as they're released!)
Featuring Leisl L. Cording, CFP®, CDFA®

Business Owners, Have You Heard of a B Corp?

Here's how it could strengthen your brand and grow your business >

Presented by Jim Zahansky, AWMA®

Holly C. Wanegar Earns CERTIFIED FINANCIAL PLANNER™ Designation

Here's how her achievement benefits our clients and advisory team >

Live Well.

For the Moms

With Mother's Day just behind us, we've got moms on our minds. And if you're a mom, you've got a lot on your plate. So we wanted to share some tips that can help you achieve a better work-life balance.

Not a mom or your kids are already grown? Forward this to a mom of young ones that you love with a special note to recognize how awesome they are. We promise, they'll love it!

Celebrating AAPI Month With A Look Back at History

In honor of Asian American and Pacific Islander Heritage Month, we're celebrating impactful Asian Americans throughout history – from agriculture to the olympics, Hollywood to outer space, best-selling author to leading physician and more. Read more >

Until next month – 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

Schedule a Complimentary Consultation

Laurence Hale, Holly Wanegar, Michael Baum, Leisl Cording, Jim Zahansky

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