Posts by Rachel
Prepaid Funeral Arrangements
Written by: Lauren Ferraro, CFP ®, CPC, CPFA, AIF®, Senior Wealth Manager In recent years, prepaid funeral arrangements have become popular. While end-of-life decisions are often a difficult conversation to…
Read MoreElection Year Insights
Written by: Anthony Striker, MBA – Senior Wealth Manager You may have heard, it’s an election year! One of the most common questions Wheelhouse advisors get during election years is…
Read MoreFraud Prevention
Written by: Lauren Ferraro, CFP ®, CPC, CPFA, AIF®, Senior Wealth Manager Fraud occurs when someone wrongfully attempts to steal money or personal information to result in financial gain. There…
Read MoreInvestor Bias
Written by: Andrew Briesacher – Wealth Manager Bias comes into play with any decision made in life. It should come as no surprise that our biases can often affect our…
Read MoreHealth Savings Accounts
Written By: Rishi Ghosh – Founder and Principal What better time to talk about Health Savings Accounts than the season that is riddled with falls, viruses, and colds? A Health…
Read MoreThe Wide World of Annuities
Written By Anthony Striker, MBA – Senior Wealth Manager Today I want to put in writing some thoughts that I have about what I jokingly tell our clients is the…
Read MoreChanges to Social Security for 2024
Written by Lauren Ferraro, CFP®, CPC, CPFA, AIF® – Senior Wealth Manager Whether you’re sitting around the dining room table, playing golf with friends, in the office, or at the…
Read MoreRetiring With A Mortgage
Written by: Andrew Briesacher, CRPC® – Wealth Manager Recently, many clients and prospects have inquired about whether they should pay off their mortgage in retirement. While there can be easy…
Read MoreThe Importance of Knowing Your Fees
Written by: Anthony Striker, MBA – Senior Wealth Manager This month I want to talk all about fees and account or investment costs. When working with a financial advisor, or…
Read MoreFDIC, SIPC, and State Guaranty Funds
Written by: Lauren Ferraro CFP ®, CPC, CPFA, AIF®, Senior Wealth Manager The collapse of Silicon Valley Bank and Signature Bank earlier this year has caused customers and investors to reassess…
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