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3 Big Risks of Social Media Financial Guidance california financial trends Feb 07, 2025

Truth vs. Trend: The Dangers of Social Media Finfluencers

What’s the latest “hot” financial tip or “secret” you’ve seen on social media? Maybe it was a retirement hack, a crypto opportunity, or some “groundbreaking” investing strategy?

If...

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13 Common Missteps That Could Impact Your Legacy Jan 09, 2025

Planning your estate is one of the most important steps you can take to secure your legacy and protect your loved ones. Yet, many individuals unknowingly make mistakes that can create challenges or even derail their intentions. Below, we explore 13 common missteps in estate planning and provide...

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How Longevity Can Impact Retirement cfp financial retirement retirement planning Dec 13, 2024

How long will your retirement last if you stop working at age 60?

There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot. 

These days, retirement can last at least 20 to 25 years if you retire at 60.1 That’s around a decade longer than...

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Empowering Financial Conversations financial retirement retirement planning Dec 05, 2024

When do you talk about money?

Who do you talk finance with?

If you’re like most people, you’re not discussing money at all — and you’d rather talk about death, politics, and addiction, instead of finance.1, 2

That may be surprising, but it’s not totally out of left...

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Debunking Investment Myths: What Doesn't Drive Returns Nov 22, 2024

As someone who invests in their future, you're likely eyeing what drives investment returns.

But it’s all-too-easy to be distracted by a number of investment myths. These are nothing but short-term noise that can cause you to miss the big picture of long-term gains.

And it’s no...

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What is Your Money Personality? Nov 15, 2024

What’s more important to success, personality or IQ?

Believe it or not, it’s personality.

That’s because our personalities shape our feelings, behaviors, and perspective.

They also play puppet master for how open we are to learning, what we believe is “right,” and...

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Is a Zombie Recession Coming? financial retirement planning Oct 09, 2024

(By that, I mean that renewed fears of a "hard landing" recession have emerged from the grave and are walking among us.)1

Many analysts were convinced that the U.S. economy could achieve a coveted “soft landing,” but they might be overly optimistic.

Want to skip the economics? Scroll...

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Are Reverse Mortgages Right for Your Retirement? california cfp financial insurance mortgage costs retirement retirement planning reverse mortgages we money talk Sep 20, 2024

Reverse mortgages have evolved into a widely accepted financial tool, offering tailored solutions for certain individuals—particularly seniors seeking to enhance their financial security. Although there are costs involved, such as mortgage insurance, the potential relief and flexibility...

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Make Your Dreams Happen retirement Sep 14, 2024

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...

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Financial Strategies for a Long, Healthy Retirement With Heather Holmes financial retirement retirement planning Sep 10, 2024

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...

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Innovation In Wealth Building retirement planning Aug 29, 2024

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
...

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The Stock Market & Presidential Elections: 5 Fascinating Trends from the Last 100 Years retirement planning Aug 22, 2024

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...

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