Our Blog

Insights

Our Blog is a blend of financial and lifestyle topics intended to be informative, valuable and easy to digest.  Enjoy!

New Year’s Pre-Resolution

Many people want to skip over the rest of 2020 and pretend it's 2021.
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Some Advice for Grown-ups

"That's the real trouble with this world, too many people grow up." _ Walt Disney
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October is National Cyber Security Awareness Month

Keeping your passwords, financial, and other personal information safe and protected from outside intruders has long been a...
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Remembering the Early Days of Wheeler Financial

On Monday, October 5th, Wheeler Financial celebrated its 13th birthday.
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Which Stocks Do You Own?

While I believe strongly that using low-cost ETFs and mutual funds is a better strategy than picking individual...
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What is Confirmation Bias, and What Should I do About it?

Confirmation bias is defined as "the tendency to process information by looking for our interpreting data consistent with...
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What Asteroids Tell Us About How the News Works

As you consume news, especially this year, remember that clicks = revenue for the media even when it...
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The Value of a Solid Investment Process

2020 has been a "punch in the mouth" for many of us, and it's not over yet. This...
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Car Buying in 2020 – What Happened to the Great Deals?

With low interest rates and disruptions in the economy, many people thought this would be a great year...
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Maintaining Happiness and Perspective Despite “Downward Revisions”

In finance, a "downward revision" is often a fancy way for corporations or governments to say things aren't...
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A Look Inside Wheeler Financial

Wheeler Financial, founded in 2007, carries on its legacy of delivering a transparent and friendly approach to wealth...
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What is your Retirement Style?

As you are budgeting for retirement, what does it look like? How you spend your time will affect...
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Who Gets What, When?

If you need to update your estate planning, take a look at this Raymond James piece first.
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A Guide To Your Comprehensive Statement

This detailed statement helps you review your portfolio's progress toward your goals offers important information about your accounts....
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Five Considerations for Your Social Security Strategy

As you prepare to start claiming benefits, be sure to ask yourself these questions. In 2018, about 63...
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Medicare Premiums and Copayments

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive....
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Should You Consider a Pet Trust?

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these...
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Maximizing Your Social Security Benefits

Retirement and Social Security are inextricably linked. Not only did Social Security help establish the official U.S. retirement...
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