Wilde Wealth Management Group

06/23/2026

One financial topic we are often asked about involves TRUSTS.

Since trusts are widely used for a variety of estate planning purposes, we have prepared a simple primer of different terms and types of trusts.

Reminder: A trust is simply a legal document that acts as a container to hold, or own, property, cash, securities, or other items of value.

There are three parties to a trust. The first is the maker of the trust, called the trustor or grantor, who establishes the trust.

The second is the trustee who manages and carries out the terms of the trust.

Finally, there is the beneficiary who receives the benefits of the trust, either in the form of income or outright distribution of property.

For an explanation of some of the most common types of trusts, see the images below…and let us know if you ever have any questions!

06/19/2026

Every Father’s Day, we celebrate our dads.

We recognize all the things they do for us.

We recognize the example they set through their work ethic, character, strength, patience, and, of course, their love of...

Dad Jokes.

As you know, dad jokes fall squarely into the “so bad it’s good” category of humor.

But they’re also a time-honored tradition proudly upheld by fathers everywhere.

So, in honor of Father’s Day, here are a few dad jokes you can share with your loved ones.

(Insert dad jokes here.)

Wishing you a Father’s Day full of love, laughter, and maybe a few groans along the way!

06/18/2026

Please note that our offices will be closed on Friday, June 19, 2026, in observance of Juneteenth.

We look forward to serving you when we reopen on Monday, June 22, 2026.

06/18/2026

The first Juneteenth in 1866 marked the true end of slavery in America.

Juneteenth celebrates universal individual freedom for all.

Angela Davis reminds us that this day isn't just about reflection, but also about recommitting to the ongoing fight for freedom.

The first Juneteenth celebrated newly emancipated Black Americans. While emancipation didn’t arrive everywhere at once, communities made the most of their moment.

People came together, celebrating by cooking traditional dishes steeped in symbolism and meaning.

Today, we honor those who never stopped striving for liberty.

Happy Juneteenth!

06/17/2026

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.

06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“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...

06/15/2026

During the 1920s, a bank robber named Willie Sutton stole more than $2 million.

After being arrested, Sutton was asked by a reporter why he robbed banks. His answer was probably apocryphal, but it’s gone down in legend anyway:

“Because that’s where the money is.”

These days, thieves still go where the money is… usually by targeting private individuals who have a lot of it.

But modern theft isn’t about lock-picking a safe or blowing a bank vault with dynamite. More often, it comes in the form of cyberattacks.

All investors are potentially vulnerable because nearly every investor has digital vulnerabilities that can be targeted by thieves.

As financial advisors, our job is to help people plan for the future they want to achieve. We’ve found that with each passing year, protecting your privacy becomes more important when it comes to securing that future.

The good news is that while cybercrime, identity theft, and other forms of fraud are very real problems, you can protect yourself and your privacy with a little advance planning.

We like to think of it as building a castle.

🏰 First, you must understand where you are vulnerable.

🏰 Second, you must build the necessary walls, gates, and drawbridges to protect those vulnerabilities... with a wide digital “moat” surrounding it all.

To help, we’ve put together a few basic, simple tips for both understanding your vulnerabilities and protecting them from cybercriminals.

06/12/2026

Ever seen this image?

This breathtaking view of Wharariki Beach in New Zealand, often featured on screen savers, is more than just a beautiful photograph.

It represents a destination. A dream. A reward for years of hard work and disciplined financial planning.

Unfortunately, we speak with many individuals who, despite having the financial means to visit places like this, struggle to shift from a lifetime of saving to actively enjoying the wealth they’ve built.

The same discipline that created your success can sometimes make it difficult to embrace the freedom it was meant to provide.

The goal of wealth accumulation isn’t just to secure the future. It’s to fund a life filled with the experiences you’ve always imagined.

Whether that means chartering a yacht through the Greek Isles, embarking on a multi-generational safari in Tanzania, or spending a quiet month in a secluded Scottish cottage, your wealth should be a tool that serves your ambitions—not a treasure that remains locked away indefinitely.

Knowing that doesn’t necessarily make the psychological transition from a saver’s mindset to a spender’s mindset any easier.

We understand.

That’s why we help people navigate this transition all the time.

If you’re finding it difficult to start enjoying the wealth you’ve worked so hard to build and preserve, let’s have a conversation.

As Dr. Seuss wrote:

> “You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose… You're off to Great Places! Today is your day! So… get on your way!”

06/11/2026

Trump Accounts.

By now you’ve probably heard about these, and maybe even done a little reading about them, too.

But what are they, exactly?

Who — and what — are they meant for? And are they right for you and your family?

First announced as part of the One Big Beautiful Bill Act that went into law last year, Trump Accounts officially launch on July 4, 2026.

Below is some basic information on how Trump Accounts work, as well as some other options to consider when helping a child save for the future.

Disclaimer:
Cetera Advisors LLC exclusively provides investment products and services through its
representatives. Although Cetera does not provide tax or legal advice, or supervise tax,
accounting or legal services, Cetera representatives may offer these services through their
independent outside business. This information is not intended as tax or legal advice

06/10/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.