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 ma...

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 want...

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 learning...

How can you secure your family's future beyond a simple will?

Terry Wheeler delves into advanced estate planning, unveiling essential strategies to assist your loved ones before and after you have passed away. He navigates the complexities of California law, highlights the critical distinctions bet...

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 summe...

**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 bases mak...

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 "exp...

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 strategy ...

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 Wheeler dispenses pearls o...

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 your ...

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 horizon of p...

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, they discuss ...