Wheeler Financial | Financial and Lifestyle Insights

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

On Monday, October 5th, Wheeler Financial celebrated its 13th birthday.

While I believe strongly that using low-cost ETFs and mutual funds is a better strategy than picking individual...

Confirmation bias is defined as "the tendency to process information by looking for our interpreting data consistent with...

As you consume news, especially this year, remember that clicks = revenue for the media even when it...

2020 has been a "punch in the mouth" for many of us, and it's not over yet. This...

With low interest rates and disruptions in the economy, many people thought this would be a great year...

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

Wheeler Financial, founded in 2007, carries on its legacy of delivering a transparent and friendly approach to wealth...

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

If you need to update your estate planning, take a look at this Raymond James piece first.

This detailed statement helps you review your portfolio's progress toward your goals offers important information about your accounts....

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

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive....

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

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

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