Casey Smith

Casey Smith Named as 2014 Wealth Manager of the Year

Casey Smith, President of Wiser Wealth Management, Inc was named the 2014 wealth manager of the year in the customer satisfaction category as seen in the October edition of Atlanta Magazine. This is the 4 year in a row that Wiser Wealth has been selected as a Metro Atlanta top wealth manager.
read more

Ralph Beasley, CPA Joins Wiser Wealth

Wiser Wealth Management, welcomes Ralph Beasley, CPA to our firm. Ralph comes to Wiser with over thirty years of experience in personal and business tax returns as well as audits. Ralph will be heading up Wiser tax and bookkeeping starting in 2015. Ralph’s addition to the Wiser team will strengthen our in office tax and accounting advice.
read more

Wiser Third Quarter Newsletter

 
read more

Helping blended families focus on financial wellbeing

With blended families now increasingly the norm in our society, more and more people are facing the challenge of getting to grips with a new family unit. The Stepfamily Foundation estimates that around 64% of all American families are blended, i.e. involve married or unmarried couples living together with a stepchild and/or offspring from a previous relationship. Bringing together and catering for all the needs associated with this new family dynamic demands time and commitment, but on a practical level it also requires money. A […]
read more

What Happens When You Inherit an IRA

What happens to a Traditional IRA when the owner has passed and a non-spouse is inheriting? A non-spouse beneficiary has two choices. One choice is to take a lump-sum distribution. In this case, even if you, as the beneficiary, are under age 59 ½, the 10% early withdrawal penalty is waived. To do this, you would need to transfer the assets into an account in your name, and then distribute the assets in a lump sum. All the funds are distributed at once, and all […]
read more

Pay Yourself First

A recent survey by the American Savings Education Council indicated that Americans of all wage levels are having a hard time saving. Its seems that the old saying “you grow into your income” just might be true. The recent study as reported by CNBC shows that 31% of consumers have $0 non-retirement savings. As adults there are so many things that we are suppose to save for. College, retirement, emergency fund, and other goal oriented funds all while being drawn in by 0% interest inpulse […]
read more

Your Advisors Interest May Not Align With Yours

When individuals are choosing an investment advisor, it can be a very confusing process. After all, to most people, we all look the same, just different firm names; however, there are many differences. At the core, there are advisors that are legally bound to work in the best interest of their clients. These are fiduciary advisors and usually work at independent firms that hold client assets at custodians like TD Ameritrade, Fidelity and Schwab. The other side is a suitability advisor. These advisors work at […]
read more

2014 – Interview with SeekingAlpha.com

This is the fourth piece in Seeking Alpha's Positioning for 2014 series. This year we have once again asked experts on a range of different asset classes and investing strategies to offer their vision for the coming year and beyond. As always, the focus is on an overall approach to portfolio construction.
read more

Wiser Wealth Office Expansion Featured in the Cobb Business Journal

In the December issue of Cobb Business Journal Casey Smith was featured covering the expansion of the Wiser Wealth office expansion. Wiser Wealth is a marietta fee only financial services firm expanding rapidly thanks to happy clients and more educated consumers selling out unbiased advice. Their fees are also one of the lows in the county. You can view an abbreviated article online here.
read more

2013 in Review

The US stock market produced a record year in terms of performance, increasing over 34%. This was all despite some market headlines that seemed to be doom and gloom. The key events were as follows: Looking back at 2013 through key market indicators we see that there was relatively low volatility in 2013, a continued improvement in the housing market, very low inflation, and continued steady economic recovery. Corporate debt levels continued to decrease, consumer spending was up and the unemployment rate continued to show […]
read more

Recent Tweets

wwm twitter

Great day at Berry College giving our clients Billy and Wanda Brewer a personal tour of the school. Billy and... http://t.co/6nurHnyNmi
- Friday Nov 21 - 10:17pm

wwm twitter

I posted a new photo to Facebook http://t.co/40vHS1uxlq
- Wednesday Nov 19 - 2:49pm