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6 Smart Summertime Financial Tips to Keep Your Finances Cool retirement planning Jun 13, 2024

Summer is a season filled with opportunities for fun, relaxation, and making lasting memories. However, it's also a time when expenses can quickly add up, whether you're planning a family vacation, attending social events, or simply trying to stay cool during the hot months. Here are six smart...

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Real-World Business Skills for Young Minds with Jennifer Theuriet retirement planning tax strategies we care Jun 07, 2024

Is your child looking to start a small business? How much do they understand about entrepreneurship and goal planning?

 

Join Terry Wheeler and his guest, VP of Digital Marketing at WE Alliance, and Executive Programs Director of WE Care, Jennifer Theuriet. Together they shed light on the...

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Top Tax Traps Military Families Must Avoid retirement planning tax strategies Jun 07, 2024

**Not Harvesting Tax Losses** - By reviewing investments annually and selling off declining assets for deductible losses offsetting any taxable gains, military families retain more wealth instead of overpaying IRS taxes.

 

**Missing Retirement Account Rollovers** - Frequent moves between...

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Truth vs. Trend: The Dangers of Social Media Influencers retirement planning May 28, 2024

Have you seen the latest "can't miss" investing tip or "secret" money hack making the rounds on social media lately? What about the buzz around the "next big crypto" or promises of shortcuts to an early retirement?

If you're on any social platform, it's nearly impossible to avoid the financial...

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Unlock Your Future: Memorial Day TSP Retirement Insights retirement planning May 23, 2024

As we gather to honor the brave men and women who have sacrificed their lives in service to our nation this Memorial Day, it's also a fitting time to reflect on the financial tools available to those who serve. The Thrift Savings Plan (TSP) is a crucial component of the retirement planning...

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Beyond Buy and Hold: Strategies for Protecting Your Retirement in Volatile Markets retirement planning May 16, 2024

Conversations about the stock market can get chaotic quickly - especially because these past few years have tested even the most steadfast investors. 

 

Has volatility and uncertainty become the new norm?

 

How can you plan for a future that could change on a dime?

 

Terry...

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Mindset Shifts that Could Change Your Retirement retirement planning May 12, 2024

Do you ever feel like your finances are on autopilot, or that you're constantly worried about money? You're not alone! But what if we told you there's a way to approach your finances with more positivity and purpose?

In this video, our Wealth Advisor [Your Name] shares 3 simple steps to shift...

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Sidestepping Costly Tax Errors: Retirement Planning Pitfalls for Military Families May 03, 2024

As members of military families progress in their careers while navigating frequent moves and deployments, critical retirement planning mistakes often arise costing them tens of thousands in lost savings. As complex regulations continue evolving, even minor tax oversights can sabotage retirement...

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Can I Depend on Social Security for My Retirement? retirement planning social security May 02, 2024

Social Security was introduced in 1935 as a safety net for those few precious years post-retirement when life expectancy hovered around 61-65 years.

In today’s era of extended lifespans, retirement stretches out into vast expanses of time, potentially spanning decades. Yet, amidst this...

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The Benefits of Tax Planning: from Problem to Opportunity Apr 25, 2024

What you don’t know CAN hurt you when it comes to taxes. Did you know that your retirement plan could be hiding a tax savings opportunity? Many business owners are required to offer a 401(k) plan to their employees, but they often miss out on the chance to optimize the plan for themselves...

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Fact or Fear? The Real Costs of Long-Term Care Apr 19, 2024

Are you ready to uncover the truths and myths about long-term care and its implications for your financial future? 

Terry Wheeler dives deep into the complexities and concerns surrounding long-term care (LTC). From dismantling common myths to exploring the real costs and solutions, Terry...

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Income Is King – Bonds & Beyond with Matt Williams retirement planning tax strategies Apr 16, 2024

Are bonds your only fixed-income option? 

In today’s episode of WE Money Talk, Terry Wheeler and his guest Matt Williams open the vault of fixed-income options going way beyond traditional bonds. From index crediting strategies to real estate lending and distressed debt opportunities,...

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