Weller Financial Group

05/22/2026

Losing a loved one is hard enough. A clear financial checklist can help reduce added stress during an already difficult time.

🔹Check on benefits: Notify Social Security, Medicare, the VA, or other agencies to confirm whether survivor benefits may be available.
🔹Protect their identity: Contact credit bureaus and close or memorialize accounts to help reduce the risk of fraud.
🔹Handle legal steps: Gather estate documents, file the will if required, and work with trusted professionals on probate, taxes, and debts.

Read the full 11-step checklist for handling finances after a loss:
https://bit.ly/3RAa9XC

Even though the death of a loved one comes with intense grief, there are important tasks to carry out as soon as you’re able.

05/21/2026

One hospitalization can put major pressure on a family’s savings, especially when aging parents don’t have the right health coverage. Before choosing a policy, here are a few details to check:

🔹Access: Some rules now make it easier for seniors to apply, but premiums, exclusions, and conditions can still vary.
🔹Fine print: Waiting periods, co-pays, and limits on hospital room coverage may leave families paying more than expected.
🔹Claims: Advertised claim numbers don’t always show how policies perform for older adults specifically.

Source: https://bit.ly/4drUvor

You are sitting outside the operation theatre. One of your parents has just had a heart attack and needs open-heart surgery. The other is diabetic. Both are over 60. Neither has health insurance. One hospitalisation is all it takes to wipe out years of savings and disrupt every plan your family has....

05/18/2026

Markets paused after a strong run as rising yields and inflation concerns took center stage. https://conta.cc/4ukgGUM

05/11/2026

Markets moved higher last week as strong earnings and economic data offset ongoing geopolitical headlines.
https://conta.cc/3QYD8UU

04/27/2026

Markets moved modestly higher last week as strong earnings—especially in tech—helped support stocks, while oil prices and volatility both ticked up. Interest rates remained steady as investors looked ahead to the Fed’s next decision. https://conta.cc/4vQV0AU

04/22/2026

Thank you to everyone who came out to our first e-recycling event!♻️🌎

04/22/2026

Happy Earth Day! We're here accepting your old electronics til 12! 🌎♻️

04/20/2026

Stocks hit record highs as oil prices fell and earnings season got off to a solid start. Take a quick look at this week’s market update for key numbers, headlines, and what’s ahead. https://conta.cc/4uj197B

04/14/2026

Markets fell in March amid rising concerns about the ongoing hostilities in the Middle East. https://bit.ly/4cFRUbf

04/13/2026

Markets climbed again as easing geopolitical tensions boosted stocks, while oil prices fell sharply. Volatility eased, and inflation ticked up—keeping markets positive but cautious. https://conta.cc/4c6TCCq