WG Financial Group

09/19/2026

I usually make fun of people walking and filming financial updates. 🤣. However, I failed to get my walk in this morning and I needed to get an update out. This is regarding the latest fed rate hike. 

09/18/2026

President Trump published his accomplishments during his term. I don’t want to talk about anything on here except for the one that is misleading. Social Security taxation has not changed. Your Social Security is still subject to taxation. This is incorrect.

09/16/2026

Rate hike coming later today. Don’t panic, it’s already priced in.

09/07/2026

Trying to find a flight on the 27th. Should be pretty simple so I can use AI, right? This is why I won’t late AI hand my money decisions.

09/01/2026

Huntsville Office: We are seeking a highly motivated licensed individual who is Reliable, Operates with integrity, Gets Stuff Done, has the Heart of a Servant and is Truthful. If you know this person, please have them reach out.

The Associate Advisor’s primary responsibility is to provide a cohesive illustration of the proposed plan as designated per client-specific needs/goals. The client’s goals/needs are at the forefront of this position’s responsibilities, as it is important to accurately capture information regarding the client’s current state and future goals concerning their financial picture. This role is essential to the interim steps leading from a Prospect’s Discovery Meeting to Client Implementation.

The following job duties/responsibilities:

-Prioritize daily tasks and issues related to case design and retirement planning.
-Operate with a proactive approach to advisors & clients.
-Complete internal/external servicing requests concerning case design
-Maintain CRM and update database with all applicable notes/steps related to case design
-Generate and provide various reports to Advisors-
-Assist with the development of client case designs
-Assist Advisors with pre-appointment preparation
-Gather account values and complete review summary for upcoming appointments.
-Build plans in Money Guide Pro

PREFERRED SKILLS

-Prior experience working in the financial industry
-Life insurance and/or securities license like series 65
-Detail-oriented; Process-driven
-Highly organized with strong follow-through
-Excellent time management skills
-Demonstrates persistence to achieve high-quality work and provide superior service to both internal and external clients
-Problem-solving-ability to find a solution without supervision
-Ability to work independently
-Must be a team player committed to our common goal

08/25/2026

https://www.facebook.com/share/p/1F2LQJrQTH/

No Cost to Attend

08/13/2026

08/01/2026

https://www.waff.com/2026/07/31/new-bipartisan-bill-aims-secure-social-securitys-long-term-future/

The bipartisan bill would bypass standard congressional delays and filibusters, forcing immediate action on a 50-year solvency plan.

07/31/2026

Nathan Trotter, our Huntsville intern, leaves us today to finish his senior year at college. We’ll see him back next July!

07/31/2026

WAFF 48 clip from this morning.

Hoping Congress can get their act together and protect our retirees!

(Note- a lot was cut from the interview) 😁