Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
WGGWEALTH.COM
Mortgages in Retirement
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
WGGWEALTH.COM
Test Your Life Insurance Knowledge
Had a great time deep sea fishing with our friends from First Trust!
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
WGGWEALTH.COM
18 Years’ Worth of Days
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
WGGWEALTH.COM
The SECURE Act
When was the last time you checked your credit score? #CreditScore
WGGWEALTH.COM
How Does Your Credit Score Compare?
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
WGGWEALTH.COM
A Look at Whole Life Insurance
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
WGGWEALTH.COM
What’s Your Investment IQ?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
WGGWEALTH.COM
Monthly Market Insights | October 2020
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
WGGWEALTH.COM
Money Draining Food Myths
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
WGGWEALTH.COM
Retiring the 4% Rule
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
WGGWEALTH.COM
Medicare Advantage 101
Attention Estate Executors: Do you know about the Alternate Valuation Date?
WGGWEALTH.COM
Understanding the Alternate Valuation Date
Ever wonder about those free credit scores you get once a year? #creditscore #credit
WGGWEALTH.COM
The Lowdown on Those Free Credit Scores
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WGGWEALTH.COM
The Economic Journey of Your Morning Coffee
Celebrating our 4th anniversary. We truly appreciate the opportunity to serve all of our Clients .
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
WGGWEALTH.COM
Tax Deductions You Won't Believe
A home is the single largest financial commitment for most people. What mortgage fits you best?
WGGWEALTH.COM
Choosing a Mortgage
What better way to celebrate Christmas this year, than donating to a worthy cause!
GIVE.SALVATIONARMYTEXAS.ORG
Check out Wyble Graham Garcia Wealth Mgmt's team fundraising page for The Salvation Army Texas
The tax rules that govern donating art are complex and confusing. #taxes #art
WGGWEALTH.COM
Donating Art: Taxation Abstraction
Take the time to think about these three things when shopping for your next vehicle.
WGGWEALTH.COM
Consider These 3 Things Before Driving Off the Lot
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.
WGGWEALTH.COM
Monthly Market Insights | November 2020
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WGGWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Learn more about whether you need to pay estimated taxes.
WGGWEALTH.COM
You May Need to Make Estimated Tax Payments If…
College, kids and costs.
WGGWEALTH.COM
Getting a Head Start on College Savings
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
WGGWEALTH.COM
Password Protection Strategies
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
WGGWEALTH.COM
Healthy Body, Healthy Pocketbook
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
WGGWEALTH.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Every year since 1947, the U.S. President pens an economics textbook.
WGGWEALTH.COM
Required Reading: The Economic Report of the President
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
WGGWEALTH.COM
What Is a 1035 Exchange?
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
WGGWEALTH.COM
Insuring Your Business Against Cyber Liability
Consider a bucket plan to go with your bucket list. #RetirementSavings
WGGWEALTH.COM
A Bucket Plan to Go with Your Bucket List
Your #creditscore may impact what you pay for auto and home #insurance.
WGGWEALTH.COM
Does Your Credit Score Affect Your Insurance Rates?
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
WGGWEALTH.COM
Trends in Charitable Giving
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
WGGWEALTH.COM
Monthly Market Insights | December 2020
When was the last time you updated your will?
WGGWEALTH.COM
Will Power
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
WGGWEALTH.COM
Mortgages in Retirement
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
WGGWEALTH.COM
What Smart Investors Know
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
WGGWEALTH.COM
Medicare Advantage 101
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WGGWEALTH.COM
Choosing a Business Structure
What do you need to know in the face of post COVID-19 volatility?
WGGWEALTH.COM
Pullbacks, Corrections, and Bear Markets
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
WGGWEALTH.COM
When Special Care Is Needed: The Special Needs Trust
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
WGGWEALTH.COM
The ABC’s of Auto Insurance
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
WGGWEALTH.COM
Errors and Omissions Insurance
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
WGGWEALTH.COM
Inventorying Your Possessions
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
WGGWEALTH.COM
Important Birthdays Over 50
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
WGGWEALTH.COM
Retiring the 4% Rule
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
WGGWEALTH.COM
Encore Careers: Push Your Boundaries
Earnings season can move markets. Find out why.
WGGWEALTH.COM
Earnings for All Seasons
Find out whether you are insurable before implementing a strategy using life insurance.
WGGWEALTH.COM
Universal Life Insurance
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
WGGWEALTH.COM
Monthly Market Insights | January 2021
How much do you know about stocks?
WGGWEALTH.COM
How Stocks Work
Surprises crop up every day, and they’re a great reason to work with us.
WGGWEALTH.COM
Surprises
Ben Franklin used compound interest to make big contributions to his two favorite cities.
WGGWEALTH.COM
The Power of Compound Interest
A home is the single largest financial commitment for most people. What mortgage fits you best?
WGGWEALTH.COM
Choosing a Mortgage
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
WGGWEALTH.COM
Fallen Tree Damage—Who Pays?
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
WGGWEALTH.COM
What You Should Do About Insurance Following a Divorce
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
WGGWEALTH.COM
Monthly Market Insights | January 2021
How much do you know about stocks?
WGGWEALTH.COM
How Stocks Work
Surprises crop up every day, and they’re a great reason to work with us.
WGGWEALTH.COM
Surprises
What does it actually cost to raise a child? You might be surprised.
WGGWEALTH.COM
The Half Million Dollar Baby
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
WGGWEALTH.COM
Social Security: By the Numbers
A home is the single largest financial commitment for most people. What mortgage fits you best?
WGGWEALTH.COM
Choosing a Mortgage
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
WGGWEALTH.COM
Fallen Tree Damage—Who Pays?
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
WGGWEALTH.COM
What You Should Do About Insurance Following a Divorce
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
WGGWEALTH.COM
Monthly Market Insights | January 2021
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
WGGWEALTH.COM
The Cycle of Investing
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
WGGWEALTH.COM
Mastering Mobile Lingo
What does it actually cost to raise a child? You might be surprised.
WGGWEALTH.COM
The Half Million Dollar Baby
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
WGGWEALTH.COM
Social Security: By the Numbers
A home is the single largest financial commitment for most people. What mortgage fits you best?
WGGWEALTH.COM
Choosing a Mortgage
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
WGGWEALTH.COM
Fallen Tree Damage—Who Pays?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WGGWEALTH.COM
From Boats to Brokers
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
WGGWEALTH.COM
What Is a 1035 Exchange?
Some simple, inexpensive energy-saving tips that may help you save money.
WGGWEALTH.COM
A Penny Saved is Two Pennies Earned
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
WGGWEALTH.COM
The Cycle of Investing
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
WGGWEALTH.COM
Mastering Mobile Lingo
What does it actually cost to raise a child? You might be surprised.
WGGWEALTH.COM
The Half Million Dollar Baby
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WGGWEALTH.COM
Monthly Market Insights | February 2021
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WGGWEALTH.COM
Choosing a Business Structure
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
WGGWEALTH.COM
Social Media: #NewestBusinessLiabilityRisk
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WGGWEALTH.COM
From Boats to Brokers
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
WGGWEALTH.COM
What Is a 1035 Exchange?
Some simple, inexpensive energy-saving tips that may help you save money.
WGGWEALTH.COM
A Penny Saved is Two Pennies Earned
Developing a retirement strategy? It's critical to know the differences between investment types.
WGGWEALTH.COM
Traditional vs. Roth IRA
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
WGGWEALTH.COM
The Junk Drawer Approach to Investing
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
WGGWEALTH.COM
The Financial Literacy Crisis
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WGGWEALTH.COM
Monthly Market Insights | February 2021
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WGGWEALTH.COM
Choosing a Business Structure
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
WGGWEALTH.COM
Social Media: #NewestBusinessLiabilityRisk
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WGGWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Do your kids have the right stuff for college? #CollegePrep
WGGWEALTH.COM
Countdown to College
Surprises crop up every day, and they’re a great reason to work with us.
WGGWEALTH.COM
Surprises
Developing a retirement strategy? It's critical to know the differences between investment types.
WGGWEALTH.COM
Traditional vs. Roth IRA
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
WGGWEALTH.COM
The Junk Drawer Approach to Investing
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
WGGWEALTH.COM
The Financial Literacy Crisis
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
WGGWEALTH.COM
What Smart Investors Know
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
WGGWEALTH.COM
Certain Uncertainties in Retirement
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WGGWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Do your kids have the right stuff for college? #CollegePrep
WGGWEALTH.COM
Countdown to College
Surprises crop up every day, and they’re a great reason to work with us.
WGGWEALTH.COM
Surprises
Developing a retirement strategy? It's critical to know the differences between investment types.
WGGWEALTH.COM
Traditional vs. Roth IRA
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
WGGWEALTH.COM
Inflation & Your Money
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
WGGWEALTH.COM
What’s Your Investment IQ?
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
WGGWEALTH.COM
What Smart Investors Know
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
WGGWEALTH.COM
Certain Uncertainties in Retirement
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WGGWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
Do your kids have the right stuff for college? #CollegePrep
WGGWEALTH.COM
Countdown to College
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
WGGWEALTH.COM
Budgeting After a Divorce
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
WGGWEALTH.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
WGGWEALTH.COM
Inflation & Your Money
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
WGGWEALTH.COM
What’s Your Investment IQ?
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
WGGWEALTH.COM
Understanding the Basics of Medigap Policies
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
WGGWEALTH.COM
Jane Bond: Decoding Diversification
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
WGGWEALTH.COM
How to Make the Tax Code Work for You
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WGGWEALTH.COM
Monthly Market Insights | March 2021
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
WGGWEALTH.COM
Budgeting After a Divorce
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
WGGWEALTH.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Do you have a will? Is it updated?
WGGWEALTH.COM
When Do You Need a Will?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
WGGWEALTH.COM
When Heirs are Imperfect
How literate are you when it comes to your finances? Brush up with these five basics.
WGGWEALTH.COM
The Five Basics of Financial Literacy
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
WGGWEALTH.COM
Understanding the Basics of Medigap Policies
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
WGGWEALTH.COM
Jane Bond: Decoding Diversification
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
WGGWEALTH.COM
How to Make the Tax Code Work for You
Lifestyle inflation can be the enemy of wealth building.
WGGWEALTH.COM
Keeping Up with the Joneses
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
WGGWEALTH.COM
How Will Working Affect Social Security Benefits?
Do you have a will? Is it updated?
WGGWEALTH.COM
When Do You Need a Will?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
WGGWEALTH.COM
When Heirs are Imperfect
How literate are you when it comes to your finances? Brush up with these five basics.
WGGWEALTH.COM
The Five Basics of Financial Literacy
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
WGGWEALTH.COM
Understanding the Basics of Medigap Policies
