There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
WEILERFINANCIAL.COM
9 Facts About Social Security
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
WEILERFINANCIAL.COM
To Buy or Not to Buy
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
WEILERFINANCIAL.COM
Building Your Legacy
You’re the conductor of your 401k, IRA and taxable savings.
WEILERFINANCIAL.COM
Orchestrating Your Retirement Accounts
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
WEILERFINANCIAL.COM
The SECURE Act
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WEILERFINANCIAL.COM
From Boats to Brokers
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WEILERFINANCIAL.COM
Creative Ways to Motivate Your Employees
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
There are billions in unclaimed dollars in the US. Is some of that yours?
WEILERFINANCIAL.COM
Surprise! You’ve Got Money!
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
WEILERFINANCIAL.COM
The SECURE Act
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WEILERFINANCIAL.COM
From Boats to Brokers
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
How prepared are you for retirement?
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The Pre-Retirement Checklist
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
WEILERFINANCIAL.COM
Where Is the Market Headed?
How literate are you when it comes to your finances? Brush up with these five basics.
WEILERFINANCIAL.COM
The Five Basics of Financial Literacy
There are billions in unclaimed dollars in the US. Is some of that yours?
WEILERFINANCIAL.COM
Surprise! You’ve Got Money!
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
How prepared are you for retirement?
WEILERFINANCIAL.COM
The Pre-Retirement Checklist
Even low inflation rates can impact your retirement outlook over time.
WEILERFINANCIAL.COM
Inflation - Back to the Future
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Take the time to think about these three things when shopping for your next vehicle.
WEILERFINANCIAL.COM
Consider These 3 Things Before Driving Off the Lot
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Buying a home may be your largest financial commitment. Which loan is best for your situation?
WEILERFINANCIAL.COM
Fixed or Variable Mortgage, Which Should You Pick?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WEILERFINANCIAL.COM
Monthly Market Insights | February 2021
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
WEILERFINANCIAL.COM
Retiring the 4% Rule
Developing a retirement strategy? It's critical to know the differences between investment types.
WEILERFINANCIAL.COM
Traditional vs. Roth IRA
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
WEILERFINANCIAL.COM
Life and Death of a Twenty Dollar Bill
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Did you know that women control 51% of all personal wealth in the United States?
WEILERFINANCIAL.COM
Women on the Rise
Buying a home may be your largest financial commitment. Which loan is best for your situation?
WEILERFINANCIAL.COM
Fixed or Variable Mortgage, Which Should You Pick?
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
WEILERFINANCIAL.COM
Life and Death of a Twenty Dollar Bill
10 tips that can head-off marriage money problems.
WEILERFINANCIAL.COM
Prevent a Rift: Money Tips for Newlyweds
Tax time can be a good time to give your household budget a checkup.
WEILERFINANCIAL.COM
Budget Check Up: Tax Time Is the Right Time
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
WEILERFINANCIAL.COM
Understanding the SECURE Act
Does it make more sense to push back #retirement, or not to retire at all?
WEILERFINANCIAL.COM
Should You Ever Retire?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WEILERFINANCIAL.COM
Monthly Market Insights | March 2021
15-year vs. 30-year loan. Which is better for you? Learn how each loan compares.
WEILERFINANCIAL.COM
Lots of Variables with Fixed-Rate Mortgages
When considering a record keeping system for your business, you need to ask yourself some very important questions
WEILERFINANCIAL.COM
Keeping Good Records is Good Business
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
WEILERFINANCIAL.COM
Financial Aid for Students 101
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
WEILERFINANCIAL.COM
Understanding the SECURE Act
Periodic withdrawals in retirement may not be such a good idea.
WEILERFINANCIAL.COM
Systematic Withdrawals in Retirement
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
WEILERFINANCIAL.COM
Social Security: By the Numbers
Does it make more sense to push back #retirement, or not to retire at all?
WEILERFINANCIAL.COM
Should You Ever Retire?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WEILERFINANCIAL.COM
Monthly Market Insights | March 2021
15-year vs. 30-year loan. Which is better for you? Learn how each loan compares.
WEILERFINANCIAL.COM
Lots of Variables with Fixed-Rate Mortgages
When considering a record keeping system for your business, you need to ask yourself some very important questions
WEILERFINANCIAL.COM
Keeping Good Records is Good Business
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
Periodic withdrawals in retirement may not be such a good idea.
WEILERFINANCIAL.COM
Systematic Withdrawals in Retirement
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
WEILERFINANCIAL.COM
Social Security: By the Numbers
Does it make more sense to push back #retirement, or not to retire at all?
WEILERFINANCIAL.COM
Should You Ever Retire?
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Over age 50? You may be able to catch-up on retirement.
WEILERFINANCIAL.COM
Catch-Up Contributions
Consider a bucket plan to go with your bucket list.
WEILERFINANCIAL.COM
A Bucket Plan to Go with Your Bucket List
Three steps may make a difference if you find yourself suddenly single.
WEILERFINANCIAL.COM
Suddenly Single: 3 Steps to Take Now
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
WEILERFINANCIAL.COM
Budgeting After a Divorce
Periodic withdrawals in retirement may not be such a good idea.
WEILERFINANCIAL.COM
Systematic Withdrawals in Retirement
