Episode Title: Money and Mental Wellness: How Financial Planning Reduces Stress In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®,…
Episode Title: Investing with Taxes in Mind: Strategies to Reduce Tax Liability at Any Income In this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon…
Episode Title: How to Talk to Your Kids About Money: Tools for Every Age In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of…
Episode Title: Family Business Succession Planning: Building a Legacy That Lasts In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz of Bradford Financial Center dive…
In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're…
“Should I pay off my mortgage early?” It’s one of the most common questions we hear, and one of the trickiest to answer. In this episode, financial advisors Shallon Weis and Jim Tausz break down the…
At Bradford Financial Center, we’ve seen it all, the good, the bad, and the downright ugly of the financial world. In this episode, financial advisors Shallon Weis and Jim Tausz pull back the curtain…
When you have the luxury of an estate plan, it goes without saying you want it to be well-managed long after you’re gone. From family to business succession planning to trusts, there are many options…
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz share valuable professional advice on later-in-life living. It’s a concern we all have, whether we’re caring…
