Rachel Wilder, CFP at Wilder Wealth Strategies LLC

08/03/2026

Before making a major financial decision, consider more than just the investment itself.
Whether you're purchasing rental property, selling a business, or evaluating another investment opportunity, understanding the tax implications beforehand can create more planning options. Read more on the blog at the link below.
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Helping clients find creative solutions to their financial problems for over two decades.

07/27/2026

Tax-efficient retirement savings can help create more flexibility in the future. From Roth IRAs to Roth 401(k) contributions, understanding your options today may help you build tax-free income for retirement. Learn more about strategies that could fit your goals at the link below.
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Helping clients find creative solutions to their financial problems for over two decades.

07/20/2026

Financial Tip: Becoming an empty nester can be a great time to revisit your financial plan. With changing expenses and goals, consider reviewing your retirement savings, beneficiary designations, and estate planning documents to ensure they still reflect your priorities.

Does your financial plan still reflect your priorities in this new stage of life?
Link/Image: WWS_FinancialTip

07/13/2026

A donor-advised fund (DAF) can be a powerful way to support the causes you care about while potentially creating valuable tax-saving opportunities. From donating appreciated assets to maximizing charitable deductions, this strategy may help you make a greater impact over time. Learn more about the potential benefits and whether it’s right for you.
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Helping clients find creative solutions to their financial problems for over two decades.

07/10/2026

National Financial Freedom Day earlier this month served as a reminder to evaluate whether your financial plan is helping you move toward your goals. Ready to take the next step? Connect with our team to start the conversation.
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Helping clients find creative solutions to their financial problems for over two decades.

07/06/2026

A well-designed financial plan is like a roadmap for your future. Before a summer road trip, you map out where you’re going, prepare for the journey, and look forward to the memories along the way – your finances deserve the same kind of planning.

With the right plan in place, you can feel more confident navigating life’s twists and turns while staying focused on your goals. Summer adventures are even better when you’ve planned ahead for them financially.

Do you have a dedicated travel savings fund?

07/03/2026

As we head into the Fourth of July weekend, we’re reminded to appreciate the freedoms we enjoy and the opportunities they make possible. Wishing you a safe and happy Independence Day!

06/29/2026

The new school year is right around the corner, and for parents preparing for an empty nest, your financial landscape is about to change. Wondering how to navigate the financial aspect of becoming an empty nester? Our blog covers strategies to help you stay on course and protect your financial future. Read more by clicking the link below!
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Helping clients find creative solutions to their financial problems for over two decades.

06/26/2026

Summer is here. ☀️ Time to slow down, soak up the sunshine, and enjoy the simple moments that make the season great. Whether it’s vacations, pool days, backyard BBQs, or evenings spent with family and friends, there’s something special about this time of year.

Where’s your favorite place to be during the summer months?

06/22/2026

It was great to hear Mishael "Misha" Porembski, founder of Widow Strong and author of 180 Your Life, share her story and the mission behind this impactful nonprofit.

Widow Strong is dedicated to helping widows and their children rebuild their lives by providing resources, encouragement, and a supportive community that fosters hope, healing, and meaningful connections during life's most challenging transitions.