Totus Wealth Management

10/15/2026

It was a pleasure to have members of our team join financial professionals from across Oklahoma at the NAIFA Oklahoma State Meeting.

John W. Wheeler, Jr., Executive Senior Partner at Totus Wealth Management and 2026 NAIFA President-Elect, had the opportunity to speak with attendees and connect with fellow industry leaders, including NAIFA Oklahoma President Leo Fundaro and Chad Tredway.

Thank you to NAIFA Oklahoma for the warm welcome and the opportunity to be part of a great meeting.

10/15/2026

Medicare Open Enrollment runs from October 15 through December 7. This is the annual window to review or change Medicare Advantage and prescription drug coverage for the year ahead.

You can use this time to compare premiums, out-of-pocket costs, covered medications, and provider or pharmacy networks before deciding whether your current plan still fits.

If you have questions, connect with your financial professional to talk through your options in the context of your broader retirement strategy.

10/14/2026

Happy Birthday, David! Hope you enjoy your day and the year ahead.

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

Dividends are one way some companies share profits with shareholders, but payments are not guaranteed and can change. Understanding how dividends work and where they may fit within a portfolio can help investors evaluate them more clearly.

Read the primer here: https://www.totuswm.com/resource-center/investment/a-primer-on-dividends?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/13/2026

Happy Work Anniversary, Don! Congratulations on this milestone and thank you for all you do.

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...

10/11/2026

Happy Birthday, Clint! Wishing you a memorable day and a fantastic year ahead.

10/09/2026

One of the biggest retirement questions is also one of the most personal: how long could your savings last?

The answer to this important question depends on your income needs, spending habits, investment assumptions, and time horizon.

Use our retirement savings calculator to explore how different inputs may affect your retirement outlook:

See how your current savings rate and contributions may grow into retirement income.

10/07/2026

Stepping back from your family business doesn't mean walking away from everything you've built. Discover how smart succession planning protects your legacy while empowering the next generation to thrive.
https://youtu.be/scpGZFwwvCY?si=uRbGyI4e1EDeoOvD