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Helping clients with their financial goals by navigating the twists and turns of Wealth Management.

26/05/2026

Artificial intelligence is becoming a more common expectation in early-career roles.

Recent data shows that about 4.2% of entry-level job postings now reference AI skills, nearly double the share from a year ago. Internship postings are even higher, with more than 10% including AI-related requirements.

The trend spans a range of industries, with the strongest presence in technology roles, along with growing adoption in areas like financial services and marketing.

At the same time, many students report learning these tools on their own, as formal training continues to catch up with workplace expectations.

While the overall job market for new graduates remains competitive, familiarity with AI tools is becoming one way candidates can stand out across a variety of roles.

Source: https://www.cnbc.com/2026/04/29/entry-level-jobs-calling-for-ai-skills-nearly-doubled-from-a-year-ago-report.html

04/04/2026

Happy Easter from Wassey Wealth Management 🌷🐣

As the season of renewal begins, it’s a great time to reflect, reset, and look ahead with clarity and purpose.

Wishing you and your family a beautiful day filled with peace, joy, and new beginnings. 🐇💐🐣

01/04/2026

April is Financial Literacy Month 💙
Do you know your numbers?

Building wealth starts with understanding where you stand—and having a strategy to move forward. ✨Let’s build your financial future together.

👉 Book a discovery call
👉 Message me to get started
👉 www.wasseywealth.com

30/01/2026

The IRS has announced that it will begin accepting and processing individual federal tax returns for the 2026 tax season starting on January 26.

Here are a few important points to keep in mind:
➡️ Most individual returns are due by April 15 to avoid penalties and interest.
➡️ Filing early may help reduce delays related to processing or identity verification.
➡️ Refund amounts can vary based on withholding and recent tax law changes.

As tax season gets underway, reminders like these can help individuals stay aware of important dates and avoid last-minute filing challenges.

Source: https://www.cnbc.com/2026/01/08/irs-accepting-tax-returns.html

27/01/2026

In early February, don’t be surprised if you feel like you've "gone back to the future" with talk once again of a government shutdown. Investors should expect some stock market volatility in the weeks ahead as Congressional leaders start to show support—or form opposition—to the new funding proposals.

22/01/2026

As the U.S. enters 2026, economists are watching several key factors that may influence the economic landscape in the year ahead. While growth held up better than expected in 2025, many households continue to feel pressure from elevated costs.

Among the biggest questions are whether inflation will continue to cool, how the Federal Reserve may respond to changes in employment, and whether housing affordability will improve gradually over time. Experts are also monitoring how the adoption of artificial intelligence could affect job growth and productivity, as well as whether stock market gains can be broadened beyond a small group of leading companies.

Taken together, these factors suggest a year shaped less by dramatic shifts and more by gradual adjustment, as businesses and consumers respond to evolving economic conditions.

Source: https://www.cbsnews.com/news/economy-2026-outlook-affordability-rates-jobs-markets/

14/01/2026

✨ Dreamer Nineties vibes activated ✨
Look who came by right before a track weekend 🏎️

Wassey Wealth Management is proud to be sponsoring the event at this weekend — January 17 & 18.

Precision. Performance. And enjoying the ride.
See you at the track. 🏁

08/01/2026

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There will be times when stock prices look invincible. And there will be times when you wonder why you invest in stocks at all.

Schedule your appointment today. 📆📈📊

23/12/2025

Season’s Greetings from all of us at Wassey Wealth Management. Wishing you and your loved ones a joyful holiday season and a bright year ahead!
communityfirst

15/12/2025

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.

Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

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30004, 30005, 30009, 30022

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Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00

Website

http://www.wasseywealth.com/

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