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Wednesday, June 15, 2022

Stock market volatility can try the nerves of even the most seasoned investor. When markets decline, it's natural for you as an investor to want to preserve your assets. At Wehring Wealth Management, we have a depth of knowledge in...

Tuesday, May 3, 2022

Preparing for retirement can look a little different for women than for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and benefits due...

Tuesday, May 3, 2022

Are you looking for ways to accumulate more wealth? One of the ways we help clients accrue more over the long-term is by applying tax-smart strategies that can help you keep more of what you’ve earned. By reducing the tax...

Monday, April 25, 2022

Last week, the yield curve inverted for the first time since August 2019 (as a refresher, a yield curve inversion means that long-term interest rates have dropped below short-term rates). The most important takeaway from these recent...

Monday, April 25, 2022

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with your children or...

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Monday, March 28, 2022

2022 has been a challenging start for most investors. Stock prices have been down six of the past nine weeks, and the major averages are either in or teetering on correction territory. Bond prices are lower, and yields are higher,...

Thursday, March 10, 2022

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up with the nurse at urgent care on a first-name basis. Then, as you're driving to work, you see smoke coming...

Friday, February 25, 2022

If you have yet to develop a retirement plan for your business, or if you're not sure the goal you've chosen is the right one, here are some things to consider. How much can my business afford to contribute? The cost of contributions...

Thursday, February 24, 2022

Interest rates, trade talks, inflation fears, political events, and international developments all can influence stock prices. Volatile market activity can be unnerving, but our team is keeping a close eye on all fluctuations.  On...

Wednesday, February 16, 2022

Wehring Wealth Management has been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates is invited to...

Monday, February 14, 2022

This Valentine’s Day, whether you’re treating your significant other to a romantic dinner, staying in with your kids, or buying some last-minute chocolates – I encourage you to use this holiday focused on love to show...

Friday, January 28, 2022

For many years now, Founder and Financial Advisor Charlene Wehring has been an influential member of a national community of financial professionals. Thousands of peers share her affiliation with Avantax – the broker-dealer that...

Tuesday, January 18, 2022

The start of a new year is the optimal time to review your current financial situation so you can check your spending habits and investments and evaluate any past or new debt you’ve taken on. January has been deemed Financial...

Friday, January 7, 2022

There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income during retirement, but little discussion on the important role taxes play in how much cash you will actually...

Wednesday, December 8, 2021

Celebrating the holidays with your family, ringing in a new year, and setting new year’s resolutions are not the only topics that should be on your mind as 2021 comes to an end. Now is the time to discuss tax-saving options with...

Tuesday, November 16, 2021

Life insurance and long-term care insurance (Medicare and Medicaid) ensure that you can protect yourself and your family if your life circumstances change and as you grow older. If you have done proper planning, you are giving yourself...

Tuesday, November 16, 2021

The Internal Revenue Service (IRS) announced this month the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. The IRS today also issued technical guidance...

Wednesday, November 10, 2021

One survey found that military personnel have higher credit card debt and fewer tangible assets than their civilian counterparts.¹While the financial situation of military personnel and their families mirrors the general...

Tuesday, October 19, 2021

Estate planning can be a tough conversation to navigate with yourself and your family. Some avoid the topic altogether. Having the conversation about what happens after you pass can be even more difficult to navigate alone....

Thursday, September 23, 2021

BELLVILLE, TX. (September 23, 2021) – Charlene Wehring, financial advisor and founder of a Texas-based financial services firm, Wehring Wealth Management, has joined the prestigious Forbes Finance Council, an invitation-only...

Tuesday, August 31, 2021

It’s back to school month, which means it’s an optimal time to think about saving and paying for your children’s college. The cost of higher education can exceed $100,000 per child in some cases. If your kids are...

Tuesday, August 3, 2021

Potential Strategies to Combat Increased Taxes Many individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations. The President has shared what he’d like to see...

Monday, August 2, 2021

With July officially behind us, here is your reminder that we’re headed toward the second half of 2021. While there’s still time to enjoy the warm weather as summer comes to an end, we encourage you to slow down and check...

Thursday, July 8, 2021

Strategic tax planning is essential and a large part of our commitment at Wehring Wealth Management. Ensuring you don’t pay unnecessary taxes and that you take advantage of available benefits is a common theme in everything we do...

Tuesday, June 8, 2021

In March 2021, Congress passed the American Rescue Plan Act (ARPA), which is aimed to help with the effects of the recent pandemic in an effort to rebuild economic recovery. The plan’s goal is to help reduce families living in...

Friday, May 14, 2021

Need to Rollover Your 401(k)? Here’s How You Do It: If you are changing jobs or even suffered a job loss resulting in this last year’s COVID-19 outbreak, we have the steps you need to consider when it comes to your...

Thursday, May 6, 2021

The PPP Extension Act of 2021 has passed by the Senate as of recently to extend the deadline to May 31, 2021 to apply for the Paycheck Protection Program (PPP), established by the CARES Act and implanted through the Small Business...

Friday, March 12, 2021

Section 1031 of the Internal Revenue Code affords a number of potential benefits for property owners – primarily the ability to defer taxes when swapping a relinquished property with a qualifying replacement. Often referred to as...

Thursday, March 11, 2021

The recent winter storms hit Texas particularly hard – as I’m sure you’re aware having lived through them! Thankfully, the Internal Revenue Service announced it would offer tax relief and deadline extensions to those...

Monday, February 15, 2021

Bellville, TEXAS (Feb. 9, 2021) - Wehring Wealth Management, a tax-efficient financial planning firm based in Bellville, today announced the expansion of its financial services team with the addition of Tray Moses as financial advisor....

Wednesday, October 14, 2020

If there’s one thing we’ve come to expect from 2020, it’s the unexpected. Since COVID19 altered our daily lives in early March, there have been high highs and very low lows, and more volatility should be anticipated...

Wednesday, April 29, 2020

Are you eligible for a stimulus check from the Treasury Department? As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...

Monday, April 27, 2020

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also...