Casey Smith

6th Annual ASA Pilot 401k Workshop

On February 7 and 11, the ASA MEC is hosting two investment and retirement-planning workshops in Atlanta at no cost to all ExpressJet CRJ pilots and flight attendants. The sessions, run by Wiser Wealth Management, a private firm owned by a former ExpressJet Captain, Casey Smith, will focus on meeting the attendees’ personal retirement objectives and building an investment portfolio. Wiser Wealth Management has been assisting the ASA MEC and providing this important service for six years. “Our commitment to our pilot group does not […]
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Why Dave Ramsey is Wrong

By Casey Smith President, Wiser® Wealth Management There is no denying that Dave Ramsey has done a commendable job of bringing back our grandparents’ financial values into popular culture. Many Americans have been poor stewards of their finances and have been saddled with avoidable debt. Ramsey’s advice has helped thousands get back on the right financial track. Even at my own company, Wiser® Wealth Management, we use the debt snowball of Financial Peace University to help right the finances of our pro-bono planning clients. Ramsey […]
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Wiser Wealth Partners with Inrollit to Offer Healthcare & Insurance

Wiser Wealth has partnered with Rick Bailey & Co’s private healthcare exchange, “inrollit” to offer healthcare and Insurance options to Wiser clients. Wiser is not receiving any compensation for the relationship, it is just an added benefit to our clients and friends of Wiser. You can get to the site by going to wiserinvestor.com. Select resources, then healthcare. (Wiser is a fee-only firm and can not receive any compensation from the sale of these products, however we know that these products are needed and we seek partners […]
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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.
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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.
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Wiser Third Quarter Newsletter

 
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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 […]
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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 […]
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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 […]
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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 […]
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Recent Tweets

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ASA/ExpressJet pilots. It is that time of year again. Seating is limited, sign up soon! http://t.co/tUurLbdzNq
- Thursday Jan 29 - 1:02am

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The Wiser Private Equity Real Estate project has two new homes on the market in Bluffton SC, just outside Hilton... http://t.co/N2p1iUYdd7
- Wednesday Jan 28 - 2:14pm