by Wesley Oler IV | Nov 7, 2022 | Investments, Wesley Oler IV
Diets and exercise plans aren’t the only New Year’s goals. Sometimes the most critical aspect of your life is your money. This may be particularly true for you when 2021 comes to a close and COVID-19 substantially affects your wallet. The new year is a...
by Wesley Oler IV | Mar 7, 2022 | Blog, Wesley Oler IV
Setting and achieving financial goals is extremely important. The sooner you get started, the easier it will be to reach your goals in 2022. Money goals are different because everyone has different financial circumstances and priorities. It might be wanting to save up...
by Wesley Oler IV | Jan 4, 2022 | Blog, Investments, Wesley Oler IV
The beginning of a brand new year commonly brings about feelings of a fresh start for many people. This is especially true for those who are looking for a little more financial control in their lives. The good news is that there’s never been a better time to...
by Wesley Oler IV | Oct 4, 2021 | Blog, Investments, Wesley Oler IV
Interest rates for money in a bank account are low, so keeping a lot of money in a savings or checking account is not profitable. People with money to spend for the next 5-20 years should develop a financial investment calendar to live by and achieve their goals....
by Wesley Oler IV | Jul 5, 2021 | Investments
To get the most for your retirement savings, you have to leverage tax-advantaged retirement savings accounts fully. The 401(k) plan is perhaps the most popular retirement savings vehicle. Designed to let you put aside a percentage of your income for retirement, the...
