What You Need to Know about the NEW Secure Act 2.0
Secure Act 2.0 was passed on December 29th, 2022, and it contains many changes to retirement account rules.
top of page
Discover the Waymark Way
with Wealth Building Resources
Stay In The Know With Our Wealth Compass Newsletter
Search
- Dec 19, 2022
- 7 min
How to Negotiate a Raise at Work
When you’re ready to ask for a raise, it pays to be prepared. These strategies can help you negotiate a raise successfully.
- Nov 21, 2022
- 5 min
How to Avoid Repeating the Money Mistakes of the Past
The money lessons you learned as a child affect how you handle money today. Here’s how to avoid repeating your parents’ money mistakes.
- Sep 19, 2022
- 5 min
When to Make Big Purchases for the Best Discount
Ready to make a major purchase? One way to get a significant discount on big-ticket items is to time your purchase right.
- Aug 22, 2022
- 5 min
Year-End Checklist for Maximizing Your Total Compensation
People don’t always put a lot of thought into their employee benefits beyond their health plan but other perks can add up to big savings.
- Aug 8, 2022
- 6 min
How to Prevent Theft and Losses Due to Burglaries
Burglaries and theft are an unfortunate reality, but there are things you can do to protect yourself and reduce the risk of it happening.
- Jul 21, 2022
- 1 min
Waymark Wealth Featured on MoneyGeek
Check out our featured articles with MoneyGeek on auto insurance, life insurance, and cash advance credit cards.
- Jul 18, 2022
- 5 min
How Secure Are Your Passwords?
Your password is likely the weakest link between you and hackers. Use these strategies to create strong passwords and keep them secure.
- May 16, 2022
- 5 min
6 Tips to Avoid Overspending on Your Summer Vacation
Overspending on summer vacation can hurt your wallet long after your holiday is over. These six tips can help you stay in budget.
- May 13, 2022
- 9 min
Tips for Buying a Car in 2022
In this video, Brendan shares tips about getting the most for your trade-in and coming out with a good deal on a new car.
- Feb 21, 2022
- 5 min
10 Home Improvements That May Increase Your Home’s Value
Before you spend money on renovations, consider whether they will add value to your home. Here are 10 home improvements that should.
- Dec 20, 2021
- 4 min
7 Ideas for What to Do with Your Raise or Bonus
Is it time for your annual raise or bonus distribution? Be sure you don’t miss out on any opportunities by considering these 7 tips.
- Dec 6, 2021
- 5 min
8 Financial Health Tips for 2022
The end of the year is the perfect time to take inventory of your financial health and to create a plan for the coming year.
- Jul 19, 2021
- 6 min
5 Things to Consider Before Buying a Vacation Home
Buying a vacation home can have many unexpected implications on your finances and time. Consider these points before making your purchase.
- Jul 5, 2021
- 6 min
Making the Most of Your Employee Benefits
Whether you’re looking at health, life, disability, or retirement, the first step to maximizing your benefits is to understand them.
- Jun 21, 2021
- 4 min
Does a Tax-Free Weekend Actually Save You Money?
Tax-free weekends, or a tax holiday, are often seen as a way to save big money when purchasing back-to-school items.
- May 24, 2021
- 5 min
Your Credit Score and Retirement: What You Need to Know
Ensuring your credit is strong before retirement is wise. Here’s how you can build and maintain a good credit score.
- Apr 26, 2021
- 5 min
Divorce and Your Finances
The financial consequences of divorce can be quite substantial no matter where you fall on the economic spectrum.
- Mar 22, 2021
- 5 min
5 Tips for Spring Cleaning Your Finances
A once-a-year spring cleaning of your finances helps you be sure you are managing your budget and cash flow correctly.
- Feb 22, 2021
- 6 min
How to Get Financially Organized and Conquer Your Paper Piles
Get a handle on that pile of statements, receipts, and other financial documents.
bottom of page