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What does the Social Security Fairness Act mean for your retirement plans? In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact your benefits. The Social Security Fairness Act is set to expand eligibility, proving vital for many...
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.Â
These days, retirement can last at least 20 to 25 years if you retire at 60.1 That’s around a decade longer than a 60-year-old re...
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 field.
Many of us are uncomf...
(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 to the bott...
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 these produc...
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 he discusses t...
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
innovation ...
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 2016, about 1 in 2 people ...
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 has ...
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 securit...
 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 strategies, and
...
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 key ...
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