Wheelhouse Wisdom
Stay up-to-date with financial tips, offers & resourcesHidden Savings: Commonly Overlooked Tax Deductions
Tax filing deadlines are approaching…have you filed yet? 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.
Published: March 29, 2024
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
2021 Articles
2020 Articles
Our Birthday Year in Review
We’re sorry, no articles here 🙁 Check out next month!