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Wichert Financial Services Blog

Midyear Financial Checklist

If January is about intention, then June is about information. By midyear, you can see what’s actually happened, like where your money went, how markets moved, and whether your financial plan still fits your life today....

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The Psychology of Money: Why People Make Emotional Financial Decisions

Most people understand the basics of good financial behavior. They know that saving matters, that markets fluctuate, and that long-term plans typically work better than emotional reactions. Yet many still find...

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How to Talk to Your Kids About Inheritance

For many parents, inheritance is an important topic they fully intend to address-just not today. Concerns about discomfort, family dynamics, or saying the wrong thing often lead parents to postpone the conversation....

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Strong Financial Habits For Long Term Success

In the world of personal finance, it’s not just about how much you earn; it’s about how you manage what you have. Whether you’re fresh out of college, eyeing retirement, or somewhere in between, developing strong...

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Protecting Your Assets in Divorce

Divorce isn’t only an emotional event-it’s also a financial turning point. Even when both partners intend to part on good terms, dividing property, accounts, and investments can be complicated. Understanding how assets...

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The True Cost of Delaying Retirement Contributions

When life is busy, it’s easy to promise yourself you’ll “start saving later.” The catch is that retirement accounts don’t just grow with what you put in-they grow with time. And time is the one ingredient you can’t make...

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