Weeks Financial Group

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

Introducing the 530A Accounts An article explaining 530A Accounts.

Why are they made again and again? This piece helps make sense of these errors in judgment.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgment.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

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Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Perception vs. Reality Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

My Retirement Savings See how your current savings rate and contributions may grow into retirement income.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.