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Casey Smith quoted in Berry Magazine

Casey was quoted in the latest Berry Magazine published by Berry College for friends and Alumni of the school. Casey's quote came from a phone interview about gifting assets to the school through wills and trusts. The article did not touch on Casey's main point, which is that any advice on gifting should be sought from a professional acting in a fiduciary capacity. A non-fiduciary or salesperson such as a banker or broker may only be looking to make a sale of an annuity or life insurance policy. This would not be unbiased advice. You can view the article HERE.

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.

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