Our Blog

Insights

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

Money Monday!

Learning how to properly manage money is a crucial life skill that takes years to develop.
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Money Monday!

How Does Dollar-Cost Averaging Work?
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Money Monday!

How to help avoid sharp rebound in prices and availability for Covid-affected items such as concert tickets, vacations...
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Money Monday!

This week's article continues the discussion about money management within couples.
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Money Monday!

Money management within couples can be challenging.
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Travel in 2021

What will travel look like in 2021?
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Money Monday!

Should you “spend like a drunken sailor” after COVID ends? The answer is maybe . . .
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Money Monday!

There is a lot of “virtual water cooler” chat these days about INFLATION.
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Money Monday!

What do the Foo Fighters have to do with your financial planning?
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Money Monday!

In honor of Valentine’s Day - Do you LOVE your financial plan?
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Money Monday!

Happy Money Monday! This week I discuss how it’s not always prudent to invest based on your age.
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Money Monday!

I’m excited to announce I will be hosting a Travel Webinar with travel agent Larry Mahan. I also...
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Money Monday!

New President= similar conversations, just with different people. In this week’s blog, I talk about how I coach...
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Money Monday!

I’m sharing a few home management tips this week. Clients often ask whether they should have sewer line...
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Money Monday!

For this week’s Money Monday, I will share my personal annual theme for 2021. What’s yours? Also, I’ve...
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Money Monday!

Happy New Year! This week in my blog, I take a look at goalsetting from a behavioral finance...
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Money Monday!

You deserve a break from the heaviness of 2020, so I kept my blog light and entertaining this...
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Money Monday!

This week on Money Monday, I’ve posed a few thought-provoking questions for you to ponder as you look...
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Money Monday!

It’s Money Monday! In my blog this week, I talk about some underrated end of year financial moves,...
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Money Monday!

It’s Money Monday! I’ll be writing my weekly “Money Monday” blog. Why Mondays? Many of us spend time...
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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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