Posts by A Message from Tax Favored Benefits:

Your Money: Hurdles to applying AI in financial planning

By David Wentz Breathtaking advances in artificial intelligence have dominated the news this year, as a broad swath of industries have begun considering how AI might impact their operations in

By David Wentz Breathtaking advances in artificial intelligence have dominated the news this year, as a broad swath of industries have begun considering how AI might impact their operations in


Your Money: Financial planning for young athletes profiting from NIL

By David Wentz The landscape of college athletics has undergone a significant transformation with the introduction of Name, Image, and Likeness (NIL) rights for student-athletes. This groundbreaking development allows young

By David Wentz The landscape of college athletics has undergone a significant transformation with the introduction of Name, Image, and Likeness (NIL) rights for student-athletes. This groundbreaking development allows young


Your Money: Understanding the role of Social Security in retirement

By David Wentz As individuals plan for their retirement, understanding the different components that contribute to their retirement income is essential. Social Security, a government-administered program, plays a crucial role

By David Wentz As individuals plan for their retirement, understanding the different components that contribute to their retirement income is essential. Social Security, a government-administered program, plays a crucial role



Your Money: Investing during periods of high inflation

By David Wentz As 2023 continues to fly by, one topic that has garnered plenty of attention is inflation. One of the goals of retirement, 401(k), and investment planning in

By David Wentz As 2023 continues to fly by, one topic that has garnered plenty of attention is inflation. One of the goals of retirement, 401(k), and investment planning in


Your Money: Reviewing your 401(k)

By David Wentz I wanted to share a few tips and questions to ask yourself when reviewing your corporate retirement plan. There are many different types of plans, but for

By David Wentz I wanted to share a few tips and questions to ask yourself when reviewing your corporate retirement plan. There are many different types of plans, but for


Your Money: Building ‘buckets’ of money

By David Wentz You have probably heard the saying “never have all of your eggs in one basket.” Certainly, it can be applicable to many different aspects of life. With

By David Wentz You have probably heard the saying “never have all of your eggs in one basket.” Certainly, it can be applicable to many different aspects of life. With


Your Money: The importance of rebalancing your retirement portfolio

By David Wentz I am a staunch believer in understanding and knowing your individual risk tolerance for your investment portfolio. In other words, it is vital to know how comfortable

By David Wentz I am a staunch believer in understanding and knowing your individual risk tolerance for your investment portfolio. In other words, it is vital to know how comfortable


Your Money: Planning for your child’s college education

By David Wentz Sending a kid off to college is an exciting, albeit stressful time. As students take their entrance exams and fill out applications, you probably have many thoughts

By David Wentz Sending a kid off to college is an exciting, albeit stressful time. As students take their entrance exams and fill out applications, you probably have many thoughts