Casey Smith

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 […]
read more

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 […]
read more

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 […]
read more

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 […]
read more

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 […]
read more

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 […]
read more

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 […]
read more

2014 – Why You Didn’t Have a Double Digit Gain

By Casey Smith- President, Wiser® Wealth Management As you review your annual statement for 2014, you may notice it was a great year for US stocks. The S&P 500 climbed 14%, the Dow was up 13.7%, but when you look at your overall return you see results equal to or lower than the  US market performance. Both results could lead to flawed thinking as it relates to diversification of your portfolio and long-term performance. Diversification has a cost and a benefit A well-diversified portfolio will […]
read more

Wiser Wealth Welcomes Peter Fullen, CPA to the firm

We are pleased to announce that Peter Fullen has joined Wiser Wealth Management. Peter will be managing the tax and bookkeeping side of Wiser Wealth. Peter has been working on the Marietta Square for over twelve years managing his own practice of 250+ clients. We are happy to have his expertise in the office.
read more

Wiser Wealth Management to Sponsor the LMK Foundation Casino Night – Press Release

FOR IMMEDIATE RELEASE Dayna Reed 678-787-1968 [email protected]   Wiser® Wealth Management to sponsor Laona M. Kitchen Foundation Casino Night Atlanta based wealth management firm supports local charity dedicated to Alzheimer’s care   ATLANTA – February 16, 2015 — Wiser® Wealth Management, a Marietta, GA based wealth management firm is giving back to charity by hosting the red carpet at the 2015 Laona M. Kitchen Foundation Casino Night fundraiser. The event will be held at The Marietta Country Club on Saturday, February 28, 2015 from 7 […]
read more

Recent Tweets

wwm twitter

@RobinJPowell @SPDJIndices nice article. You can build your own endowment, pension etc... with ETFs as well!
- Friday Jul 31 - 8:56pm

wwm twitter

Comcast Bus. service has failed us again! We need a working router up tomorrow, not Aug 12!!!! #comcast #comcastoutage #comcastbusinessfail
- Monday Jul 27 - 5:48pm