Blog
Claiming Social Security Benefits
Written by: Jacob Brydels, Wealth Manager Are you approaching retirement and thinking about when to claim your Social Security benefits? Social Security decisions are personal, and we are here to…
Read MoreSenior Property Tax Freezes
Written by: Garrett Bohler, Wealth Manager As we are now a few months into 2025 and the senior citizen property tax freezes in our area are coming up for renewal…
Read MoreThe US Debt Ceiling
Written by: Jeff Campos, Wealth Manager The debt ceiling has been around since World War 1, it was established to keep our federal government’s spending in check so that our…
Read MoreThe Wheelhouse Way – Our Annual Client Review Process
Written By: Anthony Striker, MBA – Senior Wealth Manger As we enter 2025, I wanted to share with you what the annual review process looks like at Wheelhouse from an…
Read More2025 IRS Contribution Limits
Written by: Lauren Ferraro, CFP ®, CPC, CPFA, AIF®, Senior Wealth Manager On November 1, the IRS announced the contribution limits for 2025, and unless it is extended, the Tax…
Read MoreUnderstanding the COLA and its Impact on Social Security Recipients
Written By: Garrett Bohler – Wealth Manager As we leave October behind us, we now know how much of a cost-of-living adjustment (COLA) Social Security recipients are going to receive…
Read MoreManaging Risk in your Growth Bucket
Written by: Andrew Briesacher – Wealth Manager The Stock Market can certainly be a difficult place to navigate. At Wheelhouse, we believe that all investments can have their place as…
Read MoreRetirement Planning During the Accumulation Phase
Written By: Anthony Striker, MBA – Senior Wealth Manger Here at Wheelhouse, we specialize in helping families get “to and through retirement” as comfortably as possible. For that reason, we…
Read More529 Plans
Written by: Lauren Ferraro, CFP ®, CPC, CPFA, AIF®, Senior Wealth Manager A common concern for parents and grandparents is saving for education expenses given that the cost of college…
Read MoreThe Basics of How the Stock Market Works
Written by: Andrew Briesacher – Wealth Manager Many times we get asked by prospects and clients “how does the stock market work?”, the simple answer is that the stock market…
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