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UNDERSTANDING SOCIAL SECURITY AND MEDICARE: AMERICA’S RETIREMENT SAFETY NET

Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options.

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FINANCIAL PLANNING: HELPING YOU SEE THE BIG PICTURE

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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CONTACT US

Please feel free to contact us with any questions.

Contact Us

We specialize in retirement planning and asset management for 
production workers and their families throughout NW Ohio.

Bryan, Ohio Courthouse

"Building a path for your future" can be an overwhelming process full of temporary hurdles and obstacles along the way, but you don't have to face it alone. 

We can help you build a path to:

  • Pursue your financial goals

  • Create and grow wealth
  • Protect and preserve assets
  • Plan for tomorrow's retirement while enjoying life today
  • Invest in your child's education
  • Execute a sound financial plan

  Amanda Wheeler Investment & Retirement Planning, Ltd. is a committed company that can help guide you              through the steps to financial freedom.  

  For several years, Amanda Wheeler has helped individuals and families pursue their financial goals.

Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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