The Wiser Wealth Blog
Fee-Only Advisors Are Upholding the Fiduciary Standard and Triumphing Over Broker-Dealers
I recently chatted with a pilot who was told by a Northwestern financial advisor that he should stop contributing to his 401k plan and his company’s newly formed Market-Based Cash [...]
Should we use the 529 for private school or save it for college?
As with many financial planning topics, it’s a classic case of “it depends.” The decision whether or not to use 529 for private school will be based on your individual [...]
What to Do With Your Year-End Bonus
You’ve worked hard all year and that long awaited year-end bonus is about to hit your paycheck. Next comes the big question, what to do with it? There are always [...]
The Magic of an HSA
Can you imagine an investment account better than a Roth IRA? Believe it or not, such a thing exists! It’s a Health Savings Account better known as an HSA. [...]
Exploring France During Your Retirement Years
It is not uncommon for many people to feel lost as they approach retirement, as it can be a confusing season filled with change. One way to not let [...]
Are rental properties truly passive income?
When it comes to investment opportunities, people tend to be interested in rental properties because of the “passive” income they can provide. And while rental properties can be a [...]
Budgeting for Home Maintenance Expenses
Determining the right budget for home maintenance expenses requires careful consideration of several key factors. Age of the Home The first thing to consider is the age and condition [...]
Strategies for Transitioning Your Small Business and Enjoying Retirement
Starting and growing a small business is a rewarding endeavor that requires dedication, hard work, and careful planning. As the time comes for small business owners to transition into [...]
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