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Which Movie to Watch? There is an APP for that. Read More

Cash Apps.Read More

“Tipflation” is upon us.Read More

Tips to Pass on Financial Wisdom to the Next Generation Read More

Be Careful! Credit card balances are increasing.Read More

Movement Among the RIchRead More

To Freeze or not to Freeze??Read More

2023… The Year of the Donut-Making RobotsRead More

Please Help.Read More

Say Goodbye to Junk Mail.Read More

What Can We Expect from the Financial Markets After the Midterm Elections? Read More

2 Thoughts on Charitable Giving this WeekRead More

Best Debit Cards for KidsRead More

Open Enrollment for MedicareRead More

Only 99 Days Left ....Read More

Control What You Can.Read More

How to Have "The Talk" with Your Kids.Read More

Battle of the Buffetts.Read More

Fewer Workers + Advancing Technology = Increased Robot UsageRead More

You Might Want to Check out the Deals...Read More

Sequence of Returns...An Important ConceptRead More

Remember to Review Recurring Service FeesRead More

Life's an Adventure...Plan Accordingly!Read More

Hang on to that car!Read More

Should I buy out my car lease?Read More

Low mortgage rates seem to be ending for now.Read More

They say your health is your first wealth.Read More

Do you compare every day you live to the best day you’ve ever lived?Read More

Valentine's Day Money Tip. . . .Read More

Let's Get Ready to Rumble!Read More

Would you like the answer to the $64,000 question regarding family gifting?Read More

In the market for a new TV?Read More

Feeling charitable this time of year? Click below to learn about some ways you can donate money and...Read More

Car-Pay Diem? Should you "seize the day" and shop end-of-the year sales at dealerships?Read More

Spark meaningful family conversation during the holidays.Read More

The Federal Trade Commission details the latest scams that threaten consumers.Read More

Stagflation or the Goldilocks effect? Find out which economic condition Raymond James predicts for 2022.Read More

At Wheeler Financial, we have significant experience in working with clients who have received equity compensation from their...Read More

What do Cool Ranch Doritos have to do with Retirement Planning?Read More

This week, I include a graph from Raymond James which show significant market growth, but what does it...Read More

The kids are back in school, and fall sports are up and running. Learn how meal planning can...Read More

Is your employer-sponsored Health Savings Account (HSA) something you participate in because it seems like a good idea...Read More

Learn more about some interesting parallels between fishing and money management.Read More

One of the perks of using a a financial advisor is having immediate access to a professional with...Read More

Attention high school and college students (and their parents)! I'm sharing some money tips for that hard earned...Read More

Take a vacation . . . . It may save your life!Read More

Tips for buying and selling cars in today's market.Read More

It’s peak season for sunglasses, so I’ve written an article on some ways to save money and still...Read More

Now that teachers have made it through this CHALLENGING year, I’m recognizing 6 of my many teachers whose...Read More

By trimming unnecessary costs, you can plug your "financial leaks" and stay on track with your financial plan.Read More

“Holy Housing Prices, Batman!!” This week, I’m sharing some thoughts on what caused this wild housing market along...Read More

In recognition of Skin Cancer Awareness Month, this blog is called “Melanoma Monday.” As a Financial Advisor, I...Read More

The 147th running of the Kentucky Derby took place Saturday, and it has me thinking a lot about...Read More

My topic this week is another tricky one… inheritance. If you are likely to inherit money at some...Read More

Learning how to properly manage money is a crucial life skill that takes years to develop.Read More

How Does Dollar-Cost Averaging Work?Read More

This week's article continues the discussion about money management within couples.Read More

Money management within couples can be challenging.Read More

Should you “spend like a drunken sailor” after COVID ends? The answer is maybe . . .Read More

There is a lot of “virtual water cooler” chat these days about INFLATION.Read More

In honor of Valentine’s Day - Do you LOVE your financial plan?Read More

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

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

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