Skip to content
Wiser Wealth Management
  • What We Do
    • Wealth Management
    • Flat Fee Financial Planning
  • Who We Serve
    • Airline Pilots
      • Alaska Pilots
      • American Pilots
      • Atlas Pilots
      • Delta Pilots
      • FedEx Pilots
      • Frontier Pilots
      • JetBlue Pilots
      • Kalitta Pilots
      • NetJets Pilots
      • Southwest Pilots
      • Spirit Pilots
      • United Pilots
    • Business Owners
    • Inheritors
    • Legacy Builders
    • Pre-Retirees
    • Second Opinion
    • Single Again
  • About Us
    • Meet the Team
    • Our Process
    • FAQs
    • Community Involvement
    • Areas Served
      • Marietta
      • Atlanta
      • Woodstock
      • Roswell
      • Kennesaw
      • East Cobb
      • Smyrna
      • Vinings
      • Acworth
      • Powder Springs
      • Dallas
      • Austell
      • Mableton
  • Resources
    • Blog
    • Podcast
    • Guides
    • Videos
    • Budget Calculator
    • Mortgage Payoff Calculator
  • Client Access
    • Wiser Portal
    • Schwab
    • MoneyGuide Pro
    • FlightPath
    • Zoom
      • Casey Smith
      • Shawna Theriault
      • Andrew Pratt
      • Michaela Dowdy
  • Schedule a Meeting

Return to Blog

Category: Investing

  • Pros and Cons of Owning a Vacation Rental Property

    Pros and Cons of Owning a Vacation Rental Property

  • Real Estate Syndication Investment Cautions: Insights from a Fee-Only Financial Planner

    Real Estate Syndication Investment Cautions: Insights from a Fee-Only Financial Planner

  • Is the Backdoor Roth IRA Strategy Right for You?

    Is the Backdoor Roth IRA Strategy Right for You?

  • Annuity Awareness Month: Stay Away from Annuities!

    Annuity Awareness Month: Stay Away from Annuities!

  • I’ve inherited $200k, what should I do?

    I’ve inherited $200k, what should I do?

  • Does lump sum investing beat dollar cost averaging?

    Does lump sum investing beat dollar cost averaging?

  • Will the 2024 presidential election influence the stock market?

    Will the 2024 presidential election influence the stock market?

  • Should you buy a house in 2024?

    Should you buy a house in 2024?

  • How Does a Step-Up in Basis Work?

    How Does a Step-Up in Basis Work?

  • The Truth about ESG Investing

    The Truth about ESG Investing

  • What is the best way to take your RMD?

    What is the best way to take your RMD?

  • Does a Qualified Charitable Distribution (QCD) reduce taxable income?

    Does a Qualified Charitable Distribution (QCD) reduce taxable income?

Previous456Next
Wiser Logo SQ for trademark_white_reg2

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

Company

About Us
Careers
Service Areas
FAQ
Contact Us

Services

Wealth Management
Flat Fee Financial Planning

Client Access

Wiser Portal
Schwab
Money Guide Pro
FlightPath

Firm Information

Disclosures
Firm Documents
Form CRS
Form ADV Part 2A
Privacy Policy

Schedule a Meeting

678-905-4450
education@wiserinvestor.com

Google Rating
Based on 148 reviews

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 148 reviews

Page load link
Go to Top