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Wheelhouse Wisdom

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Empowering Black Voices in Finance: Six Names You Should Know

In celebration of Black history, we’re turning the spotlight on six gamechangers who are simplifying finance and dispelling the taboo around money talk. Read, listen, watch, and learn something new!

Published: February 13, 2024

Loan Alerts in the Wheelhouse App

Today we’re talking about loan alerts. You can set up loan alerts in Digital Banking so that you never miss a loan payment.

Published: September 29, 2023

Money Mindfulness: Practicing Financial Self-Care

The prevalence of self-care messaging reminds us to nurture our physical and mental well-being—with mindfulness practices, exercise routines, and virtual detoxing. But what about financial self-care?

When we cultivate positive money habits and plan for our future we are (quite literally) investing in ourselves. Here are several ways you can practice financial self-care, starting now.

Published: September 11, 2023

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

Summer is in full swing and so is peak travel season. The reality is that financial concerns (and recent credit interest rate spikes) remain a pain point for many of us. Here are five steps to take to boost your financial health and reduce your worries this summer.
Published: July 11, 2023

Digital Banking Basics

Watch the first episode of Wheelhouse Member Mail to learn how to get started with Digital Banking.
Published: July 6, 2023

4 Ways for San Diegans to Be Sustainable

Join us in our commitment to sustainability – Wheelhouse makes it easy! We’ve complied the following 4 tips and tricks to help you on your journey to being a more conscientious San Diegan.
Published: May 18, 2023

Protecting Your Loved Ones from Elder Fraud

Financial exploitation is a reality many seniors face, especially in the age of online scams. Here are actions you can take to help financially safeguard your loved ones.
Published: March 17, 2023

IRAs: Traditional vs. Roth

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.
Published: February 28, 2023

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

New Year’s resolutions are a mixed bag for many of us. 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.
Published: January 3, 2023

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