Return to Blog

Your Financial Future - Can You Fill in the Blanks?

 

Can you fill in the Blanks?

I need to save ___% of my paycheck to reach my financial independence goal to make working optional at age___. My retirement nest egg needs to be built to $_____ to achieve this goal. 


Financial Security
Most Americans will not be retiring with pensions or family trusts, thus placing the burden of our future financial security squarely on ourselves. For those in their 20's filling in the blanks above would be easier than someone just starting in their 50's, however knowing the answers is important for everyone of all ages. 

Wiser Financial Planning
Wiser Wealth Management, Inc in Marietta, GA, offers retirement planning to help you fill in the blanks. Based on the information and goals you provide, we create a retirement plan unique to your needs and situation. Our planning process determines your probability of success as well as gives you a list of action items to implement to help you achieve your financial independence goal.
 
Probability of Success Calculation
The probability of having enough money to fund a full retirement is determined by the Monte Carlo simulations completed by our plan software. In the Monte Carlo simulations, the software uses 500 individual hypothetical scenarios of market performance over time to come up with an average probability of success.  These hypothetical scenarios include very good performance, very poor performance, and everything in between.  Performance scenarios used in the computation do not reflect actual current returns and are no guarantee of future returns.

Take Action
Wiser Wealth charges a flat fee for our retirement planning session. To schedule your retirement planning session please contact Casey Smith or Sonja Gonzalez. 678.905.4450 Ext 1 or 4. 

[email protected]
[email protected]

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. 🎉

Company

Services

Client Access

Firm Information

Schedule a Meeting
678-905-4450[email protected]
Google Rating
5.0
Based on 71 reviews
js_loader