Casey Smith

Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the best strategy to take Social Security benefits. Social Security can be applied for and received in many different ways. A lot of clients assume that they should take it as soon as possible, but for many this option could hurt them in the long run. Assuming you did planning, a common way to take Social Security for a couple was called file and suspend. The file and suspend method worked […]
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ASA Empower 401k Change

TO: Atlantic Southeast Airlines 401k Plan Participants On November 2, 2015 some changes took place in the ASA Empower 401k plan. In the letter to plan participants, Empower announced that they were changing the share class of the fund. Different share classes of mutual funds generally give discounts on management fees for larger investments. It makes sense that a 401k plan the size of ASA’s should be getting preferred pricing. The Empower notice is actually moving funds from the discounted share classes to, in some cases, […]
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Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a new rule requiring brokers to place a link on their webpage to connect the retail client to the FINRA broker check website. The FINRA broker check site provides professional background checks on advisors, disclosing client complaints and professional disciplinary actions against the advisor. The link, unfortunately, is not required to take the viewer all the way to the broker’s background. Instead the viewer will need to enter the brokers name or […]
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Casey Smith was a Guest on School For Startups Radio

Casey Smith was recently interviewed by Jim Beach, the host of School For Startups Radio. Jim’s show is on 12 am/fm radio stations and also available online. You can view/listen to Casey’s interview at the link below: Casey Smith on School For Startups Radio.
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Casey Smith’s Teaching Children About Money Article Published in AJC

In the September 23rd edition of the Atlanta Journal and Constitution, Casey Smith was a guest writer, submitting his article on  Teaching Your Children About Money. A different version of the article also appeared in the Cobb Business Journal. The original blog can be found here. AJC article here.
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Casey Smith to Moderate a Panel at September 15th Atlanta Family Office Trends Event

Casey Smith will be moderating a panel on portfolio allocation at the September 15th Atlanta Family Office Trends Event. This exclusive event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. The agenda for the day is reviewing trends in family offices with leading experts on the subject matter. This event is for people who presently run or are considering launching a Family Office. Agenda
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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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