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What does your first meeting with WE Alliance Wealth Advisors look like?
Listen in as Terry Wheeler walks you through the initial meeting experience and sheds light on the integral role it plays in shaping a successful financial journey.
Gain insights into the revolutionary Retirement 360 Optimize...
30 years of wealth building in 30 minute episodes. In The WE Money Talk Podcast, a veteran high-net-worth financial planner shares the strategies you can use to retire well, stress less, and leave more for your family. Terry Wheeler, JD, CFP® has been advising physicians, business owners, and accred...
When working towards retirement readiness, California’s top medical professionals often overlook small yet consequential tax planning mistakes. As complex regulations evolve each year, even minor tax oversights can needlessly cost doctors tens or hundreds of thousands in lost wealth. This guide exam...
As professionals with over $500,000 in net worth approaching retirement, proactive tax planning is key to maximizing your savings and securing your ideal lifestyle for your golden years. With the right strategy tailored to your situation, you can take advantage of deductions, shelters, credits, and ...
As a California doctor navigating your retirement planning, choosing the right IRA early on can optimize growth, tax incentives, and your estate strategy for decades to come. With diverse options available, what is the best IRA solution for busy medical professionals in the Golden State? This guide ...
Planning for the future can be daunting, but ensuring your revocable living trust is fully funded is a critical step towards securing your legacy and protecting your assets. As you prepare for your estate plan, it's important to understand the significance of funding your revocable living trust. A f...
Retirement may seem like a distant dream, but time has a way of sneaking up on us. Do you know what you will do with all your newfound free time? What are your hobbies, goals, and aspirations? Do you want to travel and see the world? Imagine being able to visit every country and explore all the beau...
One of the most common types of insurance is FDIC insurance. FDIC insurance, or the Federal Deposit Insurance Corporation, is a government-backed program that guarantees the safety of deposit accounts in case of a bank failure. In this blog post, we will discuss what FDIC insurance is, how it works,...
I'm sure you have heard by now about the Silicon Valley Bank and SVB Financial Group and how they failed as a bank and then, over the weekend, Credit Suisse bank began to collapse and the Swiss government stepped in to bail them out. Now other banks are also experiencing problems. Is this systemic o...
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