Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
WILDEWEALTH.COM
When Does Your Personal Car Become a Commercial Vehicle?
Have you met the newest addition to our team? We are proud to introduce you to our new advisor, Ben Zamora. Ben is joining our firm as an investment Advisor Representative. We are thrilled to have him be a part of the Wilde Wealth team. To learn more about Ben, click here: https://www.wildewealth.com/blog/official-press-release-for-ben-zamora
Please help us welcome Ben Zamora to our firm! Ben, who joins us as an Investment Advisor Representative, is based in our Scottsdale headquarters.
You can read more about Ben and his path to Wilde Wealth here:
https://www.wildewealth.com/blog/official-press-release-for-ben-zamora
WILDEWEALTH.COM
Official Press Release for Ben Zamora
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
WILDEWEALTH.COM
Lesser Known Provisions of the SECURE Act
Understanding key birthdays after age 50 may help you better prepare for certain retirement benefits.
WILDEWEALTH.COM
Important Birthdays Over 50
Wall Street has a lot of cliches. How many do you know?
#WallStreet
WILDEWEALTH.COM
16 Wall Street Cliches in 60 Seconds
When considering a record keeping system for your business, you need to ask yourself some very important questions
WILDEWEALTH.COM
Keeping Good Records is Good Business
Congratulations to our strategic business partner, Casey Taylor, for being featured in Scottsdale Airpark Magazine. In this issue, Casey talks about the importance sweat equity and how that helped him become the successful businessman that he is today. Great job, Casey!
WILDEWEALTH.COM
Casey Taylor - Taylor Made
Happy Work Anniversary, Anna Wales! Anna joined the Wilde Wealth team in October of 2018 and her impact has been felt since day one. Always one to jump in and help wherever she can, Anna’s team first attitude is just one example of the positive influence she has had here at Wilde Wealth. Her commitment to our clients and firm is one that we cherish.
Cheers to many more years, Anna!
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
WILDEWEALTH.COM
What is the Value of Your Business?
Surprises crop up every day, and they’re a great reason to work with us.
WILDEWEALTH.COM
Surprises
Thank you!! The Arizona 100
THEARIZONA100.COM
Save Now for Holiday Shopping - The Arizona 100
Check out what tips Andrew Sampson has on navigating finances in a volatile year!
ABC15.COM
Cetera Financial has tips on navigating finances in a volatile year
Happy Birthday to Sheila Matusow! Sheila is our Director of Client Communications and we are so fortunate to have her on our team at Wilde Wealth!
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WILDEWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Congratulations to Michael Obenauf, who was featured in the Payson Roundup newspaper. In this piece, Michael gives some advice on how to save money for the holidays. Great job, Michael!
H.PTSM.US
h.ptsm.us
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
WILDEWEALTH.COM
Understanding the Basics of Medigap Policies
We are excited to announce the opening of our biggest fundraiser of the year - our 16th Annual Toy Drive, benefiting the Marine Toys for Tots Foundation. Wilde Wealth Management Group will match every toy donated with a $10 donation up to $5,000 to Toys for Tots! Each Wilde Wealth office in the valley is an official collection site for new, unwrapped toys. We also have an Amazon Wish List so you can shop from the comforts of home and ship directly to our Scottsdale Headquarters. Thank you for helping us make this a special holiday season for the children of our community! #wildeforarizona
Link to our Amazon Wish List: https://www.amazon.com/hz/wishlist/ls/2LUJ5FB3L9WZG/ref=hz_ls_biz_ex
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
WILDEWEALTH.COM
Rightsizing for Retirement
Here’s How To Save Money Even During a Pandemic:
WILDEWEALTH.COM
Here’s How To Save Money Even During a Pandemic
This week, some members of the Wilde Wealth Scottsdale office share with you what they are thankful for this Thanksgiving. Be sure to look out for next week’s video, part 2 of our What Are You Thankful For – Scottsdale Office edition, to see the remainder of our Scottsdale staff. Happy Thanksgiving!
You can help ensure that losing your wallet doesn't turn into something bigger.
WILDEWEALTH.COM
What to Do When You Lose Your Wallet
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
WILDEWEALTH.COM
To Buy or Not to Buy
Happy birthday to Sean Boyle!
Sean is a phenomenal team player who means so much to every member of our firm. May you continue doing the excellent work you always do, and we all wish that this birthday brings you every happiness in the world.
Thank you Sean, for all you do!
JRS Wealth Management and Hallmark Financial Enhance Partnership with Wilde Wealth Management Group; Firms Donate $3,000 to Gospel Rescue Mission in Celebration of New Logo, Investment Advisor
WILDEWEALTH.COM
Wilde Wealth, JRS Wealth Management, and Hallmart Financial Donate $3,000 to Gospel Rescue Mission
Join us in sending a special birthday shout out to Barb Scott, who celebrated her birthday on February 7th!
Barb's client-centric passion and generous personality has always focused on providing clients with an outstanding experience. We are grateful for you today, and every day!
Wilde Wealth advisor, Michael Obenauf, was recently featured in the Payson Roundup. In this article, he reflects on his time as a youth hockey coach and how he encompasses the lessons he learned on the ice to coaching his clients and helping them prepare for their financial future.
Be sure to give this great article a read by clicking the link below.
Great job, Michael!
PAYSONROUNDUP.COM
Obenauf now "coaching" Payson clients on investments, etc.
What a beautiful sight! Our Payson office received about 15 inches of snow yesterday!
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
WILDEWEALTH.COM
Social Security Benefits: How Much Will I Receive
