Casey Smith

Wiser Welcomes Jana Prance to Our Team

We are excited to announce the addition of Jana Prance to the Wiser team. Jana is a recent graduate of Berry College, where she majored in Accounting and Finance. We look forward to her advancement within our firm. Currently Alexa Brannen is in charge of client services and office management. With the addition of Jana, Alexa will transition to Office Manager when she returns from maternity leave in January. Jana will be taking over the role of client services which includes answering your phone calls, […]
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Casey’s Blog on Teaching Children About Money Featured in Cobb Business Journal

Casey’s Wiser Blog article on teaching children about money was chosen by the Marietta Daily Journal and Cobb life Magazine as a featured article in print and on line. You can view the article here.
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Right Now You Need to Do Nothing

“Your best move is to stay invested and keep your fingers crossed.”-Jack Bogle, founder, Vanguard Group The original publication of this article can be found here.  The following is an interview done by CNBC with Vanguard founder Jack Bogle. Mr Bogle is a very wise man and all individual investors should listen closely to his advice.    In the wake of the market’s worst week since 2011, the question for individual investors is what to do? Nothing, says Jack Bogle, the legendary founder of the world’s […]
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LaTrelle Allen Retires

LaTrelle Allen Announces Her Retirement I began working with LaTrelle in late 2004 when I leased office space within Wiser Financial Services. LaTrelle struck me right away as a very dedicated employee. In 2007, when I purchased Wiser and rebranded the company, LaTrelle came along for the ride. She was so dedicated that she continued to show up for work for three months without pay! Mr. Wiser even had a retirement party for her! LaTrelle kept telling me that I needed her and she was […]
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Fear is NOT and Investment Strategy

The stock market has been jumpy the last few months. Greece, the Federal Reserve looking to raise interest rates, China’s Stock market plunge and some weak corporate earnings have all contributed to recent volatility. We must also acknowledge that the stock market has been on a good run since March 2009 with only a few setbacks. When I see the market behaving in this manner, I remember a quote from William Bernstein, a financial theorist and best selling author, “In the short term the stock […]
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Withdrawing Money from an IRA

Question: I have a roll-over IRA which holds >$100K and would like to withdraw some of it to buy a new home. I am also collecting Soc. Sec. and wish to understand the possible tax consequences of such a withdrawal. Answer: Over the age of 59 1/2, withdrawals from IRAs are taxed at your standard income rate. If your only income is social security, your taxable rate could be low, as your SS is probably not taxed. If you have other sources of income then you […]
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Avoid Tax Settlement Scams

Tax relief companies use the radio, television and the internet to advertise help for taxpayers in distress. If you pay them an upfront fee, which can be thousands of dollars, these companies claim they can reduce or even eliminate your tax debts and stop back-tax collection by applying for legitimate IRS hardship programs. The truth is that most taxpayers don’t qualify for the programs these fraudsters hawk, their companies don’t settle the tax debt, and in many cases don’t even send the necessary paperwork to […]
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Wiser Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees.

Wiser® Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees. In celebration of Dr. Bushnell’s success, Wiser® Wealth Management, Inc is donating $1,000 to the Dr. Bushnell led, Berry College Billy Yeomans Land Management Scholarship Fund. We challenge friends of Berry and Berry Alumni to help us fully fund this scholarship. With 27,000 contiguous acres of woodlands, meadows, streams, and mountains, Berry College has earned national acclaim as one of the most beautiful college campuses in […]
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Teaching Your Kids About Money

Teaching your kids about money By Casey Smith, President, Wiser® Wealth Management My wife and I were standing at our back window one early morning looking at our grass that seemed to have grown overnight. As we were observing, my wife said, “is that Kate’s new doll in the yard? Look, there is Ethan’s baseball glove! They just don’t seem to take care of their stuff.” I said, “It’s like they don’t understand that we work hard to provide them these things!” This was our aha […]
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Cobb County Top 25 Small Business of the Year

Wiser® Wealth Management named 2015 Top 25 Small Business of the Year Atlanta-area firm recognized by the Cobb Chamber ATLANTA – April 16, 2015 —Wiser® Wealth Management, a Marietta, GA based wealth management firm has been named as one of the Cobb Chamber’s Top 25 Small Businesses of the Year. Each year, the Cobb Chamber celebrates the achievements of small businesses that contribute to the vitality of the community with the announcement of its top 25 small businesses. The list represents a diverse group of […]
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The Wiser Private Equity Fund - Serenbe project is underway. 18 condos will be standing here by June 2016. We... http://t.co/Mu5KejRmrP
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Happy Birthday to the Investment Advisors Act! 75 years ago this month. The Advisers Act provides the legal... http://t.co/01cKG21LNg
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