Windle Wealth

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Windle Wealth For well over a decade, you and your financial well-being have remained our sole focus — and will always continue to be. We are a fiduciary. Period.

As a people first firm, we adhere to a built-in code of ethics and character standards to make sure that we always have your best interest.

Some aunts bring cookies.Aunt IRMAA brings your old tax return. 😂IRMAA, or Income-Related Monthly Adjustment Amount, can...
10/14/2026

Some aunts bring cookies.

Aunt IRMAA brings your old tax return. 😂

IRMAA, or Income-Related Monthly Adjustment Amount, can increase Medicare Part B and Part D costs for higher-income beneficiaries.

And because Medicare generally looks back two years at income, a newly retired person may still be dealing with costs based on earnings from their working years.

If your income has dropped because of a qualifying life-changing event, you may be able to request a reconsideration.

Aunt IRMAA remembers everything.

Fortunately, sometimes she can be updated.

Your future self called. 📞Apparently, there’s been some concern about your spending habits.Nothing dramatic. But your re...
10/12/2026

Your future self called. 📞

Apparently, there’s been some concern about your spending habits.

Nothing dramatic. But your retirement account and your online shopping cart are currently negotiating a custody arrangement for your paycheck.

So far, the shopping cart has been unwilling to compromise. 😂

In all seriousness, saving a little consistently today can mean a lot more freedom and flexibility tomorrow.

Happy National Savings Day! 🐷

Apparently your credit score isn’t the whole story anymore.Which is slightly annoying if you’ve spent years treating 742...
10/09/2026

Apparently your credit score isn’t the whole story anymore.

Which is slightly annoying if you’ve spent years treating 742 like a personality trait. 😏

Some lenders are beginning to look beyond the traditional credit score and consider things like bank-account activity, bill-payment patterns, savings, and overall cash flow.

Your credit score still matters.

But increasingly, how you actually manage money may matter too.

That feels like progress.

Same house.Same kitchen.Same questionable amount of throw pillows.Very different payment. 😂When borrowing costs change, ...
10/07/2026

Same house.
Same kitchen.
Same questionable amount of throw pillows.
Very different payment. 😂

When borrowing costs change, buying power changes too.

Which is why home-buying decisions deserve more than a conversation about the listing price.

The house has to fit the financial plan, too.

It’s almost that magical time of year.The leaves change. The air gets cooler. And your mailbox begins producing Medicare...
10/05/2026

It’s almost that magical time of year.

The leaves change. The air gets cooler. And your mailbox begins producing Medicare literature at an alarming rate.

Medicare Open Enrollment runs October 15 through December 7, and it’s worth taking a fresh look at your coverage for 2027.

Plans, costs, prescription drug coverage and provider networks can change from year to year. Your current plan may still fit you perfectly.

But it never hurts to make sure.

Because “I picked this one three years ago and nothing terrible has happened” is perhaps not the strongest retirement strategy. 😉

Apparently, thriving requires three bones:A wishbone for the things you’re hoping will work out.A backbone for the thing...
10/02/2026

Apparently, thriving requires three bones:

A wishbone for the things you’re hoping will work out.
A backbone for the things that absolutely will not.
And a funny bone for everything else. 💀

Frankly, by Friday, we’re leaning pretty heavily on that last one.

Happy Friday. Stay hopeful, stand your ground, and laugh when you can. 🎃

Well, the calendar says fall… which can only mean one thing. 🎃It’s pumpkin patch time again.One of our favorite little W...
09/30/2026

Well, the calendar says fall… which can only mean one thing. 🎃

It’s pumpkin patch time again.

One of our favorite little Windle Wealth traditions is giving our clients the chance to spend a fall day at Chester’s Party Barn Pumpkin Patch with their families.

Pick a pumpkin. Take the pictures. Make the memories. We’ll see you again next year. 🍂

Some mornings call for a market update.Some mornings call for another cup of coffee before opening the market update.We ...
09/29/2026

Some mornings call for a market update.
Some mornings call for another cup of coffee before opening the market update.
We respect both approaches. ☕️

Happy National Coffee Day...now, go have another cup!

Apparently, “later” isn’t a retirement plan.In fairness, it has sounded like one for years.A lot of people (especially b...
09/28/2026

Apparently, “later” isn’t a retirement plan.

In fairness, it has sounded like one for years.

A lot of people (especially business owners and self-employed folks) spend so much time building the work that planning for life after the work keeps getting pushed down the list.

Unfortunately, “I’ll get to it” has never opened an IRA.

50% needs.30% wants.20% savings.Lovely.Now apparently we just need housing, groceries, insurance and healthcare to coope...
09/25/2026

50% needs.
30% wants.
20% savings.

Lovely.

Now apparently we just need housing, groceries, insurance and healthcare to cooperate. 😏

Budgeting guidelines can be helpful. But when the numbers don’t fit neatly into the pie chart, that doesn’t automatically mean you’re doing something wrong.

Sometimes life simply wants a bigger slice.

Don't abandon the plan. Adjust.

Address

5740 NW 132nd Street
Oklahoma City, OK
73142

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12pm

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