Wealth Analytics

04/25/2026

Easy money ideas for kids

Learn how to help teens build real money skills through everyday decisions, spending choices, and early investing habits.

03/03/2026

CDs, Treasuries, and Munis, a quick guide on tax ideas ✅

Table of Contents1 Bond Taxation: Federal and State Comparison1.1 1. Treasury Bonds (Federal Taxable, State Exempt)1.2 2. Certificates of Deposit (Fully Taxable)1.3 3. Corporate Bonds (Fully Taxable)1.4 4. Tax-Exempt Municipal Bonds (The “Double” or “Triple” Exempt)2 Strategy: The Tax-Equiva...

02/06/2026

What decade of money are you in?

Most of us don’t grow up with a “retirement plan.” We grow up with money experiences. Maybe you watched someone stretch every dollar. Maybe you learned to save early. Or maybe money felt stressful, unpredictable…something you were never quite supposed to talk about. Those early lessons, whet...

12/06/2025

Teach an old dog new tricks with these quick changes to improve your money �
https://wealthanalytics.com/year-end-tax-and-giving-strategies/

11/27/2025

Happy Thanksgiving from all of us at Wealth Analytics 🦃 🍽

11/06/2025

What to know at you specific age for investing 👀

Learn the most important retirement ages—50, 59½, 62, 65, and 73—and how each milestone impacts savings, Social Security, and withdrawal strategies.

10/29/2025

Fed lowers rates today - perspective; mortgage rates peaked around approx 7.08% in October 2022, so any continued lowering could put consumer refis and new purchases on the runway, leading to lower payments, freeing up spending on other goods and services.

10/05/2025

Quick answers on Medicare updates for your planning

Autumn is upon us. School is back in session, Monday night football is back, pumpkin spice flavors everything, and open enrollment for Medicare starts October 15th. The good news is that you can review your choices and enroll for Medicare online! If you are a current Medicare user, the open enrollme...

09/08/2025

How can change benefit the next steps in your financial life?

Do you dream of the day that everything in your life will be in order? I do! I often think that if I just do this and accomplish that, I will arrive at my idyllic life, my perfect self. I will know what the coming days hold for me, and I can imagine only smooth sailing ahead. But […]

08/07/2025

Tax law changes for singles and couples, some expire this year, what to do now to save on taxes

The “One Big Beautiful Bill Act (OBBBA),” recently signed into law, is one of the most significant pieces of tax legislation in years. Whether you’re single or married, understanding its key provisions can help you keep more of your hard-earned money. Here’s a breakdown of items to pay speci...