Wymer Brownlee Wealth Strategies

Big-picture thinking. Purposeful living. Through integrated financial services.

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

May we all remember to do for others as the reverend Dr. Martin Luther King Jr. urged us to do. For it is in helping others that we help ourselves and create a more magnificent world.

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Happy Labor Day from all of us at Wymer Brownlee! Enjoy some R&R today.

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Our Oklahoma City office is looking to hire a Senior Tax Advisor. If you or someone you know is looking to make a career move in the financial industry, apply today! https://t.co/ocZvBtRyjC

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

This month's inflation updates boosted investor sentiment, resulting in higher stock prices and lower bond yields. Learn more in this month's market report. https://t.co/EkqI4QitZd

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Wymer Brownlee is nominated for the top 5 Accounting Firm, Investment Firm and Tax Preparation Firm with the Enid News & Eagle. We’re honored to be nominated in these categories! Voting is now open, and you can access it via the link below. https://t.co/zfWPRCNVfT

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

There are two main options for saving for your future financial decisions: saving and investing. Here are some key differences between knowing when it’s best to save and when it’s best to invest. https://t.co/i5SQNWuBcP

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

When you align your financial decisions with your family values, you are more likely to feel fulfilled and satisfied with your life rather than just focusing on accumulating wealth. https://t.co/DFaW5Ntj23

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Money is often seen as a source of stress or worry, but if you approach it with the right mindset, you can build strong and positive relationships that will help you manage your finances in the best way possible in the long run. Learn more. https://t.co/MnzLgTS2Tg

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

By employing tax-efficient strategies, you can preserve more of your hard-earned money, allowing it to grow and sustain your retirement lifestyle. https://t.co/cG6RBDS2ee

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

As retirement approaches, it's essential to factor in tax efficiency. Learn more about how to manage your taxes from our latest blog from Wealth Advisor, Andrew Barnes. https://t.co/cG6RBDS2ee

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Happy Thanksgiving from all of us at Wymer Brownlee Wealth Strategies!

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Beginning in 2023, individuals can contribute up to $22,500 to their 401(k), this is a $2,000 rise from the previous $20,500 maximum. The IRS announced this increased amount due to surging inflation. Read what this can mean for you here: https://t.co/QD2BVz34gC

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

The close of one year and the start of another is an important time to have financial planning discussions. This is the time to prepare your year-end financial checklist so you can have time to adjust for changes without stressing later. Learn more: https://t.co/D12spQDTCu

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Today and every day, we are thankful for those who make the ultimate sacrifice to protect our country. #VeteransDay

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

The Social Security Administration recently announced a cost-of-living adjustment for 2023. This 8.7% increase is the largest since 1981. Read here about what this means for benefits: https://t.co/D78hP6iknL

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

The Thanksgiving season is the time of year when parents teach their children gratitude. Leading by example is the best way to involve your kids in charitable giving from an early age. Read here for simple ways to get started: https://t.co/7NIiqDKhK5

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

Medicare has begun its open enrollment period through December 7th. If you're considering applying, our team can help advise you on if Medicare insurance is the right fit for you or other long-term care planning options.

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

The FAFSA application is officially open for the 2023-2024 school year! Take advantage of having financial aid for your child's college expenses. Learn more about the application process and if you qualify here: https://t.co/TGe96vuNfx

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

We all know how important it is to save for retirement. Read here for ways to make the most out of your retirement savings. https://t.co/PygtjIT8DF

[Wymer Brownlee Wealth Strategies @WBWealthStrat]

There are many ways to approach charitable giving that allow you to do good and to save on taxes, all in one. Learn more: https://t.co/XZ9SLoP041