Wagner Wealth

09/04/2026

Your CPA and your wealth advisor have different roles, but your financial strategy can be stronger when they work together.

One helps you understand what happened. The other helps you prepare for what’s next. The goal is one coordinated strategy for your financial future.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Wagner Wealth Management is a fiduciary advisory firm offering holistic retirement planning in Charlotte, Tampa, and St. Petersburg. We provide personalized strategies in income, investments, taxes, and estate planning to help you achieve lasting security.

09/02/2026

A Roth conversion isn’t automatically the right move, but in the right situation, it can have a major impact on your long-term tax strategy.

The question isn’t just what you’ll pay today. It’s what your decisions today could mean decades from now.

09/01/2026

Maximize your investment by knowing where every dollar should go. 📈

From employer matches to retirement accounts and beyond, the right order can help you make the most of your long-term strategy.

Build with intention. Invest with a plan.

08/27/2026

Equality creates opportunity. 💪✨

Today, we celebrate the women who lead, grow, break barriers, and continue creating new possibilities for the generations ahead.

Happy Women’s Equality Day! 💙

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Wagner Wealth Management is a fiduciary advisory firm offering holistic retirement planning in Charlotte, Tampa, and St. Petersburg. We provide personalized strategies in income, investments, taxes, and estate planning to help you achieve lasting security.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Wagner Wealth Management is a fiduciary advisory firm offering holistic retirement planning in Charlotte, Tampa, and St. Petersburg. We provide personalized strategies in income, investments, taxes, and estate planning to help you achieve lasting security.

06/19/2026

Happy Juneteenth!

Today we honor freedom, resilience, and the enduring pursuit of opportunity. Juneteenth commemorates a pivotal moment in American history and serves as a reminder of the progress made and the work that continues.

At Wagner Wealth, we believe that financial education, access, and empowerment help create lasting opportunities for families and future generations.

As we celebrate this important day, we reflect on the values of perseverance, growth, and legacy that unite us all.

Wishing everyone a meaningful Juneteenth.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Wagner Wealth Management is a fiduciary advisory firm offering holistic retirement planning in Charlotte, Tampa, and St. Petersburg. We provide personalized strategies in income, investments, taxes, and estate planning to help you achieve lasting security.

05/28/2026

The average person spends decades saving for retirement… and only spend a few months actually preparing for it. An often overlooked piece is Medicare.

Every year, I meet people who have worked hard for decades… only to discover they accidentally triggered penalties, surcharges, or coverage gaps because nobody explained the rules.

The good news? Most mistakes are avoidable.

Here are 5 costly Medicare mistakes I see most often:

✅ Skipping Part D because “I don’t take medications”
✅ Missing important enrollment windows
✅ Triggering higher premiums through poor income planning
✅ Accidentally contributing to an HSA after Medicare enrollment
✅ Assuming Medicare covers everything

Retirement isn’t just about investments.

It’s about income planning + tax planning + healthcare planning + risk management working together.

The earlier you plan, the more options you usually have.