Richard bought crypto after watching a TikTok. Stored it in a wallet he can’t access. His recovery phrase is lost in a drawer labeled “Important-ish.” Now he stares at $87K he can’t touch. Digital decisions matter. Don’t be a…Richard. #CryptoChaos #Don’tBeARichard

Richard said he’d save for retirement “later.” Now he’s 67, working at a trampoline park and living off loose change. His knees crack louder than his 401(k). Planning ahead matters. Don’t be a…Richard. #RetirementRegret #FinancialHumor #GoldenYears

Happy Halloween🎃from the Ghouls and Guys at Windle Wealth! May your assets be protected, your taxes tame, and your financial fears buried deep. #HalloweenFinance #WindleWealth #SpookyReturns

Richard did his taxes with a calculator, a hunch, and a glass of wine. The IRS did not find this charming. Now he has a pen pal named Carl at the audit office and a payment plan longer than his last relationship. Financial strategy matters. Don't be a...Richard.

If you remember slamming the phone to hang up, you’re probably: ✅ Rolling over a 401(k) ✅ Updating your estate plan ✅ Debating if retirement means Florida or just fewer meetings Also: your will still mentions a fax machine. #BoomerFinance #RetirementHumor #EstatePlanning

Richard didn’t create a trust. His family got probate court, paperwork chaos, and a custody battle over the cat. 18 months later, they’re still sorting it out. Planning ahead matters. Don’t be a…Richard. #EstatePlanning #WealthManagement #LoveYourFamily

Estate planning isn’t just for the rich. It’s for anyone with a couch and a conscience. #EstatePlanning #Adulting #FinanceFacts

Richard budgets based on vibes. 14 streaming services. Daily coffee. Thinks overdraft fees are just part of life. His bank account is a mystery thriller. Budgeting matters. Don’t be a…Richard. #Budgeting #FinancialPlanning #FunnyNotFunny

Gen Z: “Roth IRA sounds kinda smart.” Boomers: Wait, what?” What’s your most unexpected adulting win? #RetirementPlanning #GenZMoney #FinanceGlowUp

Who’s coming to the Windle Wealth Christmas Party this year? Only the Great Bambino of childhood movie memories: Patrick Renna! Get ready to relive the glory days of baseball, s’mores, and epic one-liners. Client perks never looked so Ham-tastic. 😎 #WWChristmas #HamPorter

Fintech apps: now with mood tracking. Your budget: “I’m not okay.” What mood is your wallet in today? #MoneyStress #FintechWellness #FinanceFeels

He retired early. No lottery. No side hustle. Just dividends stacked like bricks. Turns out, boring pays. #RetirementPlanning #DividendIncome #WealthWisdom

401(k) match? Grab it. High-interest debt? Kill it. Emergency fund? Build it. Three big wins to set your career (and your wallet) on the fast track. #CareerAndCash #MoneyGoals #GoodIdeas

Allowance day = money lesson day. Show them how to spend, save, and give. These are great habits that last longer than any toy. #MoneySmartKids #FinancialLiteracy #TeachYourChildren

First paycheck? Awesome. First budget? Even better. Start small: track it, save a slice, and let compound interest be your best wingman. #FirstJob #SmartMoneyMoves #YouAreABigKidNow

New baby = new financial goals. 🍼 Emergency fund. Life insurance. College savings. Let’s make sure your future family adventures are funded and stress-free. 🎉 #FamilyFinance #NextChapter #SmartPlanning

Will Social Security still exist when you retire? Probably. But counting only on it? Risky. Start your own savings plan so the system is a bonus, not the whole plan. #FutureProof #RetirementPlanning #BeASaver

AI isn’t here to replace us. It’s here to give us more time to focus on you. 🫵🏻 We use smart tools to crunch the numbers so we can spend more time on conversations, planning, and building real connections. 💖 #TechWithHeart #FinancialPlanning #KeepGrowing

Money talk doesn’t have to be heavy. We believe in good vibes, clear plans, and the occasional dad joke. 😂🤣😂 #GoodVibes #SmartMoneyMoves #NotComplicated

Boomers taught us how to balance a checkbook. Now their kids are teaching them about blockchains. Families are having different money conversations these days. Our job is to help make sure they’re smart ones. #GenerationalWealth #CryptoConversations #FinancialPlanning