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The LearnLux Financial Wellness Blog

Mamie Wheaton, CFP®

Mamie Wheaton, CFP®
Mamie Wheaton CFP®,CDFA® is a Certified Financial Planner at LearnLux. She has been in the Financial Industry since 2008 and is passionate about helping people plan for their financial future in a way that works for their individual lifestyle. When she isn’t working she enjoys Traveling, Hiking, trying new restaurants and spending time with family and friends. She resides in Phoenix, Arizona with her fiancé and rescue Greyhound.

Recent Posts

by Mamie Wheaton, CFP® on 2/24/21 11:21 AM

Money Minute: Making your IRA contributions around tax time

Tax time is here again! We sat down with Mamie Wheaton a CERTIFIED FINANCIAL PLANNER™️ with LearnLux to talk about making contributions to your Traditional or Roth IRA before you do your taxes.

for employees money minute

by Mamie Wheaton, CFP® on 2/17/21 2:37 PM

Money Minute: FAQs about IRS form W-4

We sat down with Mamie Wheaton a CERTIFIED FINANCIAL PLANNER™️ with LearnLux to talk all about W-4s and common questions we get around the form.

for employees money minute

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