WealthWise Capital Management

07/14/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

07/13/2026

Social Security and Medicare: The clock is ticking ⏰🇺🇸

It’s no secret that Social Security and Medicare are stacked against the long-term. If Congress doesn’t act soon, these critical programs could face significant reductions in benefits.

The reality: projections show that trust funds for both programs could be depleted by the early 2030s, leaving only a portion of promised benefits. That’s not the end of the story — but it’s a strong reminder to build a plan that doesn’t rely on one source of income.

At WealthWise Capital Management, we help clients think through the full picture: retirement income, savings, healthcare costs, and flexibility.

As a family-run firm, we believe planning ahead is the best way to protect your future, no matter what Congress decides.

Connect with our team:
(860) 681-2934
wealthwisecapitalmgmt.com

Social Security and Medicare benefits may be reduced unless Congress acts soon.

07/13/2026

Irrevocable trusts aren’t supposed to be altered, but a couple’s needs can change, especially in a divorce. A process called decanting may help.

07/12/2026

A growing network of home-sharing programs is helping people find compatible housemates.

06/12/2026

The most overlooked expense in retirement 💡💸

Many people focus on income in retirement, but one of the biggest planning mistakes is overlooking how expenses can change over time.

Retirement spending isn’t static. Travel, health care, housing, family support, and inflation can all shift your budget in ways that may be hard to predict. That’s why it’s so important to plan for more than just the obvious costs — and to build flexibility into your retirement strategy. 📊🏡

At WealthWise Capital Management, we help individuals and families prepare for the real costs of retirement, so they can move forward with greater confidence and clarity.

As a family-run firm, we understand that thoughtful planning today can help create peace of mind for tomorrow. 🤝

Connect with our team:
(860) 681-2934
wealthwisecapitalmgmt.com

Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement.

06/12/2026

Developer Asher Luzzatto has targeted Denver for a radical experiment in converting vacant commercial space into residential units.

06/11/2026

Here are the steps you can take for your family when one spouse isn’t a U.S. citizen.

06/11/2026

The market is giddy. Is your portfolio at risk? 📈⚠️

When markets keep climbing, it can be easy to get comfortable. But periods of investor excitement and complacency can also be a reminder to check whether your portfolio is truly aligned with your goals and risk tolerance.

Strong market performance doesn’t eliminate risk — it can sometimes hide it. That’s why it’s important to stay disciplined, diversify thoughtfully, and make sure your strategy is built for more than just the good times. 💼🧠

At WealthWise Capital Management, we help individuals and families focus on long-term planning, not short-term emotion.

As a family-run firm, we believe confidence comes from having a clear plan in place, especially when the market feels uncertain.

Connect with our team:
(860) 681-2934
wealthwisecapitalmgmt.com

Citi’s Panic/Euphoria Model is off the charts. Wall Street hasn’t felt this good in five years. And investors are taking chances, willing to get burned.

06/10/2026

The U.S. dollar index has fallen below 97.0, reaching a four-year low against a basket of major currencies.

06/09/2026

Our spending habits are often influenced by our social circles. You can help shape what it looks like.