Matthew Haas - WisdomWealth

10/15/2026

A financial plan isn't meant to be set once and forgotten. This week's newsletter looks at the life events that make it worth pulling the plan back out for a fresh look.

Life changes, and your financial plan should change along with it.

10/12/2026

The Social Security wage base climbed again for 2026, and high earners are covering the difference. What that means for the size of a future benefit check may surprise you.

The taxable wage base increased by $8,400 in 2026. This raises much of the upper class' tax bill, but won't necessarily boost their Social Security checks.

10/10/2026

Half of parents with adult children gave them financial help in 2025, up from 45% two years earlier. What's driving the trend -- and what it means for long-term plans.

Half of parents with adult kiddos helped at least one of them financially in 2025, up from 45% in 2023, according to a Savings.com survey.

10/07/2026

About three out of four Americans don't have a will -- which means state law, not family wishes, decides what happens next. A few steps now can spare loved ones confusion later.

Get this estate planning document right — and spare your family confusion later

10/04/2026

Do you think you'll struggle to spend in retirement? Decades of diligent saving can make it surprisingly hard to switch gears in retirement. About half of retirees hesitate to spend what they've built.

Many people save their whole working lives for retirement. Others get a late start and hustle to save in...

10/01/2026

Market swings and surprise expenses don't have to knock a plan off course. This week's newsletter covers five ways to build more resilience into your wealth.

Everything from your budget to your mindset matters.

09/28/2026

From market swings to milestone planning, the newsletter covers what matters in plain language.

Sign up and stay tuned for this week's posts.

09/26/2026

More than half of U.S. adults don't have an estate plan, and it's more important for retirement than most realize. Thankfully, it doesn't have to be complicated -- reach out if you have questions.

Coming up with an estate plan, which includes creating a will, a living trust, and an advance healthcare plan, will put you ahead of the average retiree.

09/23/2026

Trump accounts and 529 plans both offer ways to save for a child's future, but the rules and tax considerations aren't the same. This article provides a great quick comparison.

09/20/2026

Being the sole decision-maker in retirement comes with its own financial checklist -- from Social Security timing to long-term-care planning. Learn what singles should have covered.

These are the financial decisions that matter most for singles planning retirement.