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Confessions of a CFP® Professional: The Insurance Policy I Regret Buying (3Q25 Wealthwise by WEIL)
September 15, 2025 Vianca Tabuena, CFP®, CPWA® When I was 18, a family friend working as a life insurance agent encouraged me to purchase...
Sep 159 min read
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Supplement to 3Q25 Newsletter - Unqualified, Unsure: My First Private Sector Job
July 15, 2025 Chris Weil In the history of business there have been any number of entry level job seekers whose prospects for success...
Jul 166 min read
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3Q25 Chairman Emeritus' Newsletter
July 15, 2025 Chris Weil This will be the first of my Chairman Emeritus’ Newsletters post-retirement. The firm has asked that, despite my...
Jul 168 min read
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A Heavy Joy, or, Planning, Decluttering, and Dementia (2Q25 Wealthwise by WEIL)
June 15, 2025 Tyler Hewes, CFP® My heart is heavy, and mine age grows on; For sorrow ends not when it seemeth done. — Richard II I’ll let...
Jun 1511 min read
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Wealth Destruction and How to Prevent It (2Q25 Chairman's Newsletter)
April 15, 2025 Chris Weil I considered a number of subjects for this newsletter, each of which could (and has) filled bookshelves, before...
Apr 159 min read
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You Can’t Build Your Wealth on Clickbait (1Q25 Wealthwise by WEIL)
March 15, 2025 Jon Strauss, CFP® Something’s been on my mind, and it directly affects the financial well-being of your children and...
Mar 178 min read
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How Much Wealth is Enough? (1Q25 Chairman's Newsletter)
January 15, 2025 Chris Weil As is true in so much in life, the answer to the question posed is … it depends; in this case, it depends on...
Jan 299 min read
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"I Do." Now ... what about the money? (4Q24 Wealthwise by WEIL)
December 15, 2024 Kimberly Day, CFP® Year-end is my time to reflect: What have I learned this year? What lessons can I share with others?...
Dec 13, 20247 min read
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Happy Employees make for Happy Clients (4Q24 Chairman's Newsletter)
October 15, 2024 Chris Weil and guest writer Kit-Victoria (Weil) Wells Caution when expressing pride at a particular achievement is...
Oct 21, 20248 min read
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