Financial Wellness Center

Sep 12, 2023

Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you've retired, or you've paid off your...

Sep 07, 2023

The Department of Education recently launched the most generous federal student loan income-drivenrepayment (IDR) plan to date — the Saving on a...

Aug 10, 2023

Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and subsequent...

Dec 20, 2021

One way to answer this question is to evaluate your investments objectively using industry-standard performance benchmarks. A benchmark is a market...

Nov 16, 2020

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking...

Sep 03, 2020

When you envision retirement, you probably see yourself living comfortably, doing what makes you happy. Your dreams could be as lofty as traveling...

Mar 20, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors When I left the corporate world to go independent, I entered the...

Jan 22, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors It’s been reported that the majority of people by mid-February,...

Jul 23, 2019

If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time...

Jun 19, 2019

Neither World Investment Advisors, LLC nor its advisors provide tax or legal advice. Consult with an appropriate professional regarding...

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