Wealth Cycle Advisors

10/17/2026

For a small business, the loss of a key person could cause financial hardship.

10/16/2026

What a wonderful day at our 3rd Annual Wealth Cycle Advisors Gather & Grow Picnic! 🌞

We loved bringing our clients and their families together for a day of connection, laughter, and making memories. Events like these remind us that what we do is about far more than just finances — it’s about the people, relationships, and experiences that make life meaningful.

A huge thank-you to everyone who joined us and helped make this year’s picnic so special! We’re grateful to be part of such an incredible community and look forward to many more opportunities to gather and grow together. If you missed out this year, be sure to join us next year! We can’t wait to make even more memories with you.

10/16/2026

Make this the year you start your journey to financial independence. Pursue financial independence next year with a few simple but empowering resolutions.

Pursue financial independence next year with a few simple but empowering resolutions.

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/10/2026

Insurance is a powerful tool in financial planning, offering protection for your income, assets, and legacy goals. Learn how insurance can safeguard your future and provide financial stability.

Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.

10/09/2026

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to make informed decisions. Explore how cash flow management can help you stay on track and create tax savings.

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

Sharing the reasoning behind your retirement and financial decisions can be one of the most meaningful gifts you pass on.

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.