Wheelhouse Wisdom
Stay up-to-date with financial tips, offers & resourcesMoney 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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