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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...
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...
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...
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...
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...
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...
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...
**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...
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...
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...
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...
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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