Wichert Financial Services Blog
How Much Should You Spend on Aging in Place?
Friday, August 22, 2025
Aging in place-the idea of staying in your own home as you grow older-offers both independence and comfort. But while the idea sounds appealing, the financial reality of making it happen can be more complicated than...
What You Should Know Before Naming a Minor as a Beneficiary
Tuesday, August 5, 2025
If you have young children, grandchildren, or other little ones in your life who are dear to you, you might consider including them in your estate plan. One component of that estate plan may include naming them as a...
Why Artificial Intelligence Can’t Replace Your Financial Advisor
Tuesday, July 8, 2025
In today’s digital age, artificial intelligence (AI) has transformed how we shop, communicate, and manage our finances. From budgeting apps to robo-advisors offering automated investment management, AI tools provide...
How to Start a College Fund Early
Saturday, May 31, 2025
Every parent wants to give their child the best possible future, and for many families, that includes higher education. But with tuition costs continuing to rise, figuring out how to pay for college can feel...
The Importance of Financial Literacy for Kids
Thursday, May 1, 2025
The Importance of Financial Literacy for Kids Picture this scenario: Your 10-year-old receives $20 for their birthday and asks, “Can we go to the store so I can buy a new toy?” As you think about how to answer, you...
10 Common Retirement Mistakes
Monday, March 31, 2025
In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been...
Understanding and Protecting Your Purchasing Power
Saturday, March 1, 2025
Understanding and Protecting Your Purchasing PowerImagine walking into your local grocery store with a $20 bill. Last year, that might have bought you a gallon of milk, a dozen eggs, and a loaf of bread with change to...
Joint or Separate? Navigating Bank Accounts in Marriage
Sunday, February 2, 2025
You’ve booked the venue, picked out the flowers, and sent the invites. But have you talked about who’ll pay the electric bill after the wedding? Managing finances can feel like a difficult aspect of marriage, but it’s...
Are Subscriptions Draining Your Bank Account?
Thursday, January 2, 2025
You open your bank statement and notice a string of small charges you barely remember signing up for-a streaming service you signed up for during the pandemic, the meditation app you downloaded during a stressful week,...