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Category: Financial Tips

Hidden Savings: Commonly Overlooked Tax Deductions

March 29, 2024

To lessen the anxiety of the season, take this opportunity to explore overlooked deductions that can help lower your tax bill. While most people are aware of popular deductions like mortgage interest and charitable contributions, there are several lesser-known categories that can help you save.

Four Frequently Asked Questions about Reverse Mortgages

March 13, 2024

Empowering Black Voices in Finance: Six Names You Should Know

February 13, 2024

This month we celebrate Black History and spotlight six financial educators who are making an impact.

Mid-Year Money Checkup: 5 Ways to Boost Your Financial Health

July 11, 2023

Here are five steps to take to boost your financial health and reduce your worries this summer.

Protecting Your Loved Ones from Elder Fraud

March 17, 2023

Create a game plan. Consider setting up regular family meetings to address budgeting, bill payments, or any lingering financial concerns moving forward.

IRA: Traditional vs. Roth

February 28, 2023

Wheelhouse offers two types of IRAs: Traditional and Roth. It might seem difficult to navigate their differences, so we’re here to help break it down.

Set ‘Em and Forget ‘Em: 4 Financial Resolutions You Can Accomplish Now

January 3, 2023

If you want a few financial resolutions that you can achieve early into the new year (because who doesn’t love an easy to-do list??) here are some suggestions.

Pros and Cons of Using Credit Cards for Holiday Purchases

November 28, 2022

The Dos and Don’ts of Cyber Security

July 20, 2022

With so many more people relying on the internet due to the pandemic, criminals had plenty of opportunities to harvest their victims’ personal identifiable information.

Why Taking a Personal Loan to Pay for Your Wedding Might Make Sense

July 19, 2021

Planning a wedding is fun, but it can be stressful too, particularly when it comes to budgeting for the costs. Weddings can be expensive, but they don’t have to be. The best weddings are the ones that are based on the couple’s personal style and filled with love.

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