On May 8, 2013, David White of WheelerFrost - Wealth Managers presented "Simply Social Security" at 57 Degrees Wine Bar.  Below are the presentation slides and video podcast associated with the presentation.  Click Here for "Simply Social Security" Presentation Slides

Your financial advisor’s compensation should be an open book. The way they are paid can potentially create conflicts of interest and increase your bottom line costs. Whether you have a longstanding relationship with an advisor, or you are considering making a change, here are 4 questions to ask about fees: 1. How are you registered? If your advisor is a Registered Representative for a securities or brokerage firm, then they are registered with FINRA. These…

Announcing WheelerFrost's Total Health / Total Wealth Presentation Navigating Medicare & Social Security   Join us for drinks, appetizers, and great information on Wednesday, May 8th Space is quite limited and reservations are necessary RSVP to This e-mail address is being protected from spambots. You need JavaScript enabled to view it  for Reservations and Location Information   Questions? Call us at 619-491-0225 WheelerFrost is celebrating over 30 years of helping successful San Diegans manage their wealth. Our Model Portfolio program makes it possible for emerging investors to be a part of the WheelerFrost…

Retirement is a false entitlement born out of a misunderstanding of what work is. Once upon a time: you retired at 62, got a gold watch, took your pension, went on a vacation and then died within a couple years! The times have changed—but the way we think about retirement has not. Humans aren’t built for retirement—work is a good thing! I think we have mistakenly idolized the idea of a life of ease—when what…