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I wanted to talk about life today. Specifically, making your dreams happen. It's easy to get caught up in worries about inflation, interest rates, recessions, and everything else. There are so many negative headlines and things to worry about in 2024.
It's easy to second guess ourselves and...
On today’s episode of WE Money Talk, discover how custom life expectancy assessments like Halo can help you plan smarter for the future. Understanding your unique life expectancy can revolutionize your financial planning and ensure you don't outlive your money.
Join Terry Wheeler as...
Top Innovation Driven Investment
Opportunities | Quarter 3 - 2024 Insights
We’re over halfway through 2024, and the investment landscape continues
to evolve at an unprecedented pace. With 30 years of experience in guiding
investors through the complexities of wealth management, we know that
...
How are you feeling about this year’s elections?
If the thought of it makes your heart beat faster––you’re not alone.
Most United States residents across party lines experience major stress around presidential elections.1
And recently, that stress has skyrocketed.
In...
The medical profession is a demanding and highly rewarding career path, often characterized by long hours, high stress, and a deep commitment to patient care. However, like all professionals, doctors eventually reach the point of retirement. In recent years, the retirement of doctors in America...
When we think of retirement planning, we often focus on our own future. However, one of the most impactful financial legacies you can provide is helping your children prepare for their own retirement. Starting early can make a significant difference, giving them a head start toward financial...
As high-net-worth professionals and families aim to secure retirement readiness while working to transfer wealth efficiently across generations, partnering with the right financial advisor proves essential. Yet finding a qualified, trusted retirement planning expert amidst an industry filled with...
A Step in the Right Direction Why Early Financial Education Matters
As a wealth advisor with 30 years of experience helping accredited investors near or in retirement, I have seen firsthand the transformative power of financial literacy. Understanding money management, investment...
As you approach retirement, making informed decisions about your retirement savings becomes increasingly crucial. Two popular retirement savings options, the Traditional IRA and the Roth IRA, offer distinct benefits that can significantly impact your financial future. This blog will explore the...
At age 73, you're required to withdraw roughly 3.8% from your retirement account yearly. But did you know that proper planning can convert these withdrawals into tax-free money for your kids?
In this installment we continue our How To Protect Your Loved Ones series by exploring strategic ways to...
Summer travel is in full swing. Before you pack your bags take a few minutes to consider your safety.
1. Blend In
Try to dress like the locals. Leave your designer duds at home, and don't wear flashy jewelry You don't want to stand out and call attention to yourself as a tourist, Instead, you...
Investing can be a rollercoaster of emotions. From the exhilaration of a bull market to the anxiety of a downturn, the financial markets are inherently volatile. However, successful investing often requires a steady hand and a rational mind. Understanding the psychology behind investing and...
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