Tax Planning Strategies to Help Save You Money
Proactive tax planning throughout the year is a smart way to help manage your tax burden. When planning ahead, you’re able to take full...
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Wendell Brock
- Jul 22
- 2 min
Money Stress and Your Health
We all know that chronic stress can have some pretty severe effects on our health, from migraines, stomach aches, ulcers, and insomnia to...
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Wendell Brock
- Jul 8
- 3 min
Can Money Buy Happiness?
It’s no secret, times are tough. We have seen prices on gas, groceries, utilities, and other products go up, and, up, and up. Money is...
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Wendell Brock
- Jul 1
- 3 min
Arduous, But Necessary
A prudent and effective tax strategy during your employment years will most likely need to be modified once you retire. When earned...
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Wendell Brock
- Jun 27
- 3 min
Let’s Make a {Spending} Plan!
Most adults have some stream of revenue, which is necessary to cover all those adult expenses like mortgages, cars, and groceries. But do...
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Wendell Brock
- May 13
- 2 min
Should You Be Concerned About The Decreasing Life Expectancy In the U.S.
Life expectancy is considered the average number of years at birth a person will live. The U.S. Department of Health & Human Services...
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Wendell Brock
- May 10
- 2 min
What Does Your Risk Profile Say About You?
In working to serve clients better, I use a tool to gain insights into preferences and tolerances people have towards investing. A Risk...
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Wendell Brock
- Apr 29
- 4 min
Accidents Happen
What is your most important asset? Is it your home? Your car? It’s you and your own ability to work. For most people we don’t think twice...
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Wendell Brock
- Apr 28
- 2 min
College Expense Planning
We’re nearing the time when the school year ends and seniors graduate, eager to start the next stage of their lives. But what does this...
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Wendell Brock
- Apr 26
- 3 min
Debt Is Bondage
These days more and more Americans are finding themselves in debt. Debt is a heavy burden to bare. The more in debt we become the heavier...
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Wendell Brock
- Apr 20
- 2 min
Russia: Oil Crisis
Global geopolitical events have historically affected oil and gasoline prices worldwide as production and supply issues evolve. As the...
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Wendell Brock
- Mar 15
- 2 min
Alzheimer's in the United States
Alzheimer’s disease, the most common cause of dementia, is a brain disorder that slowly destroys memory, thinking, and behavior. It is...
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Wendell Brock
- Mar 8
- 3 min
The Insidious Tax: Inflation
Someone once said, “Inflation means that your money won’t buy as much today as it did when you didn’t have any.” We may chuckle at this,...
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Wendell Brock
- Mar 3
- 3 min
Does Bigger Government Equal a Weaker Economy?
Since the pandemic erupted onto the scene back in 2020 government spending has again been on the rise, and so has their role in our day...
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Wendell Brock
- Mar 2
- 2 min
The Yestion Mark™
Most of you know me, as I have either worked with you for many years, or a few months, I have been in some aspect of the financial...
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Wendell Brock
- Jul 23, 2021
- 2 min
Ugh, Taxes!
Nobody likes to pay taxes. For a lot of us when taxes are mentioned we picture something like the rotten Sheriff of Nottingham collecting...
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Wendell Brock
- Jul 16, 2021
- 2 min
Got Insurance?
Previously, we discussed risk management and how insurance is a tool we can use to minimize our financial risks. When thinking about your...
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Wendell Brock
- Jul 9, 2021
- 2 min
What Is Risk Managment?
Life is inherently risky. We run the risk of something going wrong daily. Most of the time we can avoid risks by the good choices we make...
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Wendell Brock
- May 1, 2021
- 3 min
Why Is Estate Planning Important?
We all know someone who, as the old saying goes, is now pushing up daisies! Nobody likes facing their own mortality. A friend, and a good...
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Wendell Brock
- Apr 25, 2021
- 2 min
How On Earth Do I Plan For Retirement?
It’s easy to put off thinking about retirement when you’re young and life is good, but like most things, the sooner you start the better...
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