Broker Check

(979) 865-5959

Wehring Wealth Management

Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Helpful Content

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow