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Category: Estate Planning

  • How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance

    How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance

  • Is It Better to Gift Money or Leave It as an Inheritance?

    Is It Better to Gift Money or Leave It as an Inheritance?

  • What are the rules for inherited IRA distributions?

    What are the rules for inherited IRA distributions?

  • How to Make Sure You’re Ready for Retirement

    How to Make Sure You’re Ready for Retirement

  • What are the best ways to build generational wealth?

    What are the best ways to build generational wealth?

  • Why Proper Asset Titling is Critical for Estate Planning

    Why Proper Asset Titling is Critical for Estate Planning

  • Different Types of Trusts Explained

    Different Types of Trusts Explained

  • Financial Steps to Take After the Loss of a Loved One

    Financial Steps to Take After the Loss of a Loved One

  • Asset Protection Strategies for Business Owners

    Asset Protection Strategies for Business Owners

  • Financial Tips for Women to Secure Their Future

    Financial Tips for Women to Secure Their Future

  • Charitable Remainder Trust Pros and Cons

    Charitable Remainder Trust Pros and Cons

  • New 2024 Rules for Transfer on Death Deeds in Georgia

    New 2024 Rules for Transfer on Death Deeds in Georgia

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125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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678-905-4450
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Wiser Logo SQ for trademark_white_reg2

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Podcast
Service Areas
FAQ
Contact Us

Services

Portfolio Management
Flat Fee Financial Planning

Client Access

Schwab
Money Guide Pro
FlightPath

Firm Information

Disclosures
Firm Documents
Advisor Background Check
Form CRS
Form ADV Part 2A
Privacy Policy

Schedule a Meeting

678-905-4450
education@wiserinvestor.com

Google Rating
Based on 146 reviews

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