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Wolfgang Capital Wolfgang Capital is an Investment Advisory Firm, registered with the SEC. The opinions expressed on this page are subject to change without notice.

Disclosure: “Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment advisor in the State of California. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency are affiliated companies. Neither Wolfgang Financial and Insurance Agency or Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from All...
10/26/2026

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from AllRecipes are as fun to make as they are to eat.

They're festive, filling, and, honestly, pretty impressive-looking when they come out of the oven. Our team couldn’t resist sharing!

Wishing you and yours a safe and happy Halloween!

📖: https://www.allrecipes.com/recipe/8284459/jack-o-lantern-stuffed-peppers/

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
10/24/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

Our next Wednesday Wisdom is coming up! 🗓️Join Ryan Mizer for “Medicare, Social Security & Working Past 65” — a free edu...
10/22/2026

Our next Wednesday Wisdom is coming up! 🗓️

Join Ryan Mizer for “Medicare, Social Security & Working Past 65” — a free educational seminar on the Medicare decisions that quietly shape your retirement income, from IRMAA surcharges to coordinating with Social Security.

🎟️ Everyone who attends is entered into our drawing for two prizes — a bottle of w**e and movie gift cards!

📅 November 4th at 4:00 PM
📍 Our Temecula office

No RSVP required — bring a friend! 💛

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027...
10/21/2026

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027, marking the largest increase in Social Security benefits since 2023.

With this adjustment affecting approximately 76 million Americans receiving Social Security or Supplemental Security Income (SSI) benefits, we wanted to share a breakdown of what's changing, how it may impact your finances, and a few important considerations for 2027. Swipe to learn more.

If you'd like to discuss how these changes may affect your retirement income, budgeting, or overall financial plan, we’d be happy to help. Feel free to give us a call to set up a time to connect.

October has a way of sharpening our focus. The year is winding down, the to-do lists are getting longer, and there is a ...
10/20/2026

October has a way of sharpening our focus. The year is winding down, the to-do lists are getting longer, and there is a quiet but real pressure to finish strong.

This quote is a good one to carry into the final stretch. Having a vision is one thing, but doing the work to make it real is another. That is where leadership, whether in business, on a team, or in your own life, truly lives.

As you head into the rest of October, what is one vision you are actively working to bring to life right now? Share it in the comments. We would love to cheer you on.

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the rac...
10/17/2026

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the race, first-time runner Ajay Haridasse collapsed near the 26-mile marker with severe leg cramps. After repeatedly struggling to get up, Haridasse was preparing to crawl the final stretch of Boylston Street.

That is when two fellow competitors, Aaron Beggs and Robson Oliveira, decided to stop. With their own finish times and personal goals on the line, they lifted Haridasse between them and supported him all the way across the finish line. Haridasse tracked both men down by their bib numbers afterward just to say thank you.

This story is a beautiful reminder that some of the most powerful moments happen when someone chooses to slow down for another person. In a race where every second counts, these two chose something that mattered more.

Read the full story here:

https://www.goodnewsnetwork.org/boston-marathon-runners-praised-for-stopping-to-help-injured-competitor-cross-finish-line-watch/

Interest rates can influence annuities in very different ways depending on the type of contract you are considering. Und...
10/15/2026

Interest rates can influence annuities in very different ways depending on the type of contract you are considering. Understanding those differences can help you evaluate how an annuity may fit into your long-term retirement strategy. Swipe to learn more.

Curious about annuities and wondering which type may best align with your retirement strategy? We’re here to help. Contact us to discuss your options and determine what makes sense for your financial goals.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/10/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy p...
10/08/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The pictu...
10/02/2026

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The picture isn’t all rosy, though, as September’s consumer sentiment data showed a decline amid inflation concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

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28751 Rancho California Road Ste 100
Temecula, CA
92590

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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