The Wehrly Group BLOG

We help individuals and families pursue their ideal retirements.

Avoiding Scam Emails

August 22, 2022

Scams got a big boost during the pandemic and I’ve been hearing about more folks (even very tech-savvy ones) getting caught up. You might think your friends, family, and elders…

Holiday Shopping This Summer

July 21, 2021

Even with lockdowns, fewer parties and reduced travel, the National Retail Federation reports that in 2020, Americans spent $209 billion on holiday-related purchases — averaging about $998 per person.1 If…

Midyear Market Outlooks

July 21, 2021

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…

Demographics differing on retirement plans

July 21, 2021

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Unfortunately, that likely would provide less than $1,000 per month…

Gen X Prepares to Ascend the Throne

June 2, 2021

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This…

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