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!

Thanksgiving has passed, but learn how to continue to express your gratitude year-round.
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Money Monday!

Spark meaningful family conversation during the holidays.
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Money Monday!

The Federal Trade Commission details the latest scams that threaten consumers.
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Money Monday!

Learn more about recency bias and what you can do to avoid it.
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Money Monday!

Stagflation or the Goldilocks effect? Find out which economic condition Raymond James predicts for 2022.
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Money Monday!

At Wheeler Financial, we have significant experience in working with clients who have received equity compensation from their...
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Money Monday!

Meeting with your accountant in the fourth quarter is the best way to prepare for the upcoming tax...
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Money Monday!

What do Cool Ranch Doritos have to do with Retirement Planning?
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Money Monday!

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

What is the most frequently asked question? It's a simple one . . . .
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Money Monday!

The kids are back in school, and fall sports are up and running. Learn how meal planning can...
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Money Monday!

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

We are experiencing a time in history in which so much is changing. One of the financial changes...
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Money Monday!

Learn more about some interesting parallels between fishing and money management.
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Money Monday!

One of the perks of using a a financial advisor is having immediate access to a professional with...
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Money Monday!

With real estate prices at historic highs, rental property owners should evaluate their true return on investment (ROI).
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Money Monday!

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

Take a vacation . . . . It may save your life!
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Money Monday!

Like Albert Einstein, we believe "Everything should be made as simple as possible, but not simpler."
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Money Monday!

Tips for buying and selling cars in today's market.
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Money Monday!

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

Caring for an aging loved one? This week, I’ve provided some insights and resources… financial and otherwise… for...
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Money Monday!

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

By trimming unnecessary costs, you can plug your "financial leaks" and stay on track with your financial plan.
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Money Monday!

Ever wonder what it’s like to work with me as your advisor? Check out my blog this week...
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Money Monday!

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

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

Is it furgent or is it truly urgent? I use the term furgency to describe the False Urgency...
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Money Monday!

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

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

As people will be getting back together, they will inevitably start trying to impress each other again. This...
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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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