Wingett Wealth Management

06/18/2026

Anyone else think it's robbery for the government to postpone your benefit if you're working in retirement?

Yes, you can delay, but the fact they can lower your check and postpone payment to a later date if you decide to file early and work is absurd.

At least don't walk into it blindly. Know the limits, and plan for it.

Link below:

aarp.org

06/17/2026

Healthcare and Housing. Two biggest cost to focus on before retirement.

financebuzz.com

06/16/2026

If I was wondering where are we in the cycle of AI boom vs Bubble?

I would read this article

brownstoneresearch.com

05/01/2026

We don't like additional fees if we can avoid them.

And IRMAA Surcharges would be one to avoid.

Brutal if not planned for, and easy to avoid when informed.

04/29/2026

The sweet spot for Roth conversions

04/27/2026

With the Trump accounts rolling out in July. Consider doing roth conversions down the road

04/22/2026

The Gym is a special place

It's a core item in my life and this picture is exactly why

17 years since the photo was taken and I can't even recognize this kid

Junk food and video games, turned into weights and miles on the track

Granted, puberty helped as well, but it's still fun to look back on.

Cheers to many more workouts 😂💪

04/21/2026

AAPL was the first stock I owned. Bought it with my mother's help when I was 14 years old

Average price we bought in at was around $16

It's grown over 1,500% since I put that grass clipping money to work

Of course, the biggest props go to my mother as seeing the iPhone as a game changer

But the best takeaway was seeing the benefit and power of owning individual transformative companies

Mutual Funds, ETF's, they have there place. But there is nothing like owning world class stocks.

If you're looking for more than mutual funds inside your portfolio.

Call or message me

And as Tim Cook steps down as CEO and Ternus takes the position in this AI revolution.

It reminds how far companies can come with the right leadership and management.

And with the right research. The goal is to own them early on to enjoy the ride. https://www.raymondjamesconnect.com/aRXW66

04/02/2026

How do the Ultra Wealthy Avoid Taxes?

By using strategies like this.

04/01/2026

We love to buy Individual Stocks.
It's what we do

Big Picture. There is more to your portfolio than just owning Mutual Funds and ETF's.

If you'd ever like to talk stocks. Call or message me anytime!