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5-29-09 Wiser Wealth has Lunch at the Swan Coach House

Today, Wiser Wealth took its widow clients to lunch at the Swan Coach House. These quarterly luncheons started when one of our clients was having a hard time adjusting to the loss of her husband. We decided to put together a lunch with her and another widow client who had also slowly adjusted to the change. That lunch went so well that we now try to have quarterly luncheons with all our widow clients. This trip to the Swan Coach House was our second and seems to be a great hit. Our next lunch will be on Friday, August 28th. If the client cannot drive, we will pick them up. Otherwise, we meet and carpool from our office in downtown Marietta. This is just another example of how Wiser Wealth can add value beyond just money management.

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Happy Birthday to Kylie, our Marketing Assistant! Kylie works hard behind the scenes on our website, podcast, social media, and so much more.

Meet Daphne, our Financial Planning Intern. She is studying Finance at The University of Georgia. We are excited she's joined us for the summer!

https://conta.cc/3Ov1Fub

Your Medicare premium is affected based on which tax bracket you fall within after age 63. IRMAA is your income-related monthly adjustment amount. Watch today's video to learn more about how IRMAA works.

https://conta.cc/3zK9WGw #irmaa #medicare

The big question is, will we have a recession in 2022? Watch this video to find out!

https://conta.cc/3Mz2z7D #recession2022 #recession
https://youtu.be/45TvHaZf4z4#recession2022

Happy birthday to LJ our Video Production Manager! LJ works behind the scenes producing all of our podcasts and videos that we post every week. 🎉

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