About Muriel Biby

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So far Muriel Biby has created 42 blog entries.

INVESTOR EVENT… 2013 in Review and a Look into 2014!

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Join WheelerFrost for our Total Health Total Wealth Presentation:

Financial Fit Happy Hour – College Savings Plans

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WheelerFrost’s Financially Fit Happy Hours

Financially Fit in 2013

College Savings Plans – 529s, Roths, and more

Thursday, November 7, 2013
6:00 pm to 8:00 […]

Sept. 12 Financially Fit Happy Hour – Rollovers

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Join WheelerFrost for our Financially Fit Happy Hours

Financially Fit in 2013 – Rollovers – IRAs, 401ks, and More!

Thursday, September 12 – 6:00 pm to 8:00 pm

Mission Hills Wine Cellar

1624 West […]

Intelligent Solutions: 401k Rollovers

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Do you have an old 401k at a former employer?  David White and Sean Nisil of WheelerFrost Wealth Managers discuss rollover options that are appropriate for 401k’s.

Lowering Financial Stress Through Planning

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On June 26, 2013, Valerie Ewell of WheelerFrost – Wealth Managers presented “Lowering Financial Stress Through Planning” a 57 Degrees Wine Bar.  Please view the presentation video below:

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Achieving Balance in a Stressful World!

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 Total Health Total Wealth Event 

Topics include:  

Simply Social Security Presentation

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4 Questions to Ask Your Financial Advisor About Fees

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Your financial advisor?s compensation should be an open book. The way they are paid can potentially create conflicts of interest and increase your bottom line costs.

Whether you have a longstanding relationship with an advisor, or you are considering making a change, here are 4 questions to ask about fees:

1. How are you registered?

  • If […]

Navigating Medicare and Social Security

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Announcing WheelerFrost’s

Total Health / Total Wealth Presentation

Navigating Medicare & Social Security  

Join us for drinks, appetizers, and great information on Wednesday, May 8th

Redefining Retirement… Part of WheelerFrost’s Financially Fit in 2013 Series

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Retirement is a false entitlement born out of a misunderstanding of what work is. Once upon a time: you retired at 62, got a gold watch, took your pension, went on a vacation and then died within a couple years! The times […]

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