Skip to content

What We Do
- Wealth Management
- Financial Planning Only
Who We Serve
About Us
Resources
Client Access
Schedule a Meeting

Category: Legacy

What to Do With an Unexpected Bonus or Windfall
What is the stepped-up basis loophole for inherited assets?
How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance
Avoid These Common Mistakes After Receiving a Large Inheritance
Is It Better to Gift Money or Leave It as an Inheritance?
What are the rules for inherited IRA distributions?
What are the best ways to build generational wealth?
Inheriting a Property: Keep, Sell, or Rent?
Downsizing in Retirement: Financial and Lifestyle Considerations
The Role of Annuities in Retirement Planning
What Pilots (and Others) Should Consider 5 Years Before Mandatory Retirement
Retirement Planning for Couples with an Age Difference

Previous 345 Next

Get Wiser, Weekly.

Subscribe now for your curated roundup of financial insights delivered straight to your inbox every week.

125 Church St. NE, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Service Areas
FAQ
Wiser Gear
Contact Us

Services

Wealth Management
Financial Planning Only

Client Access

Wiser Portal
Schwab
Money Guide Pro
FlightPath

Firm Information

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

Schedule a Meeting

678-820-5144
education@wiserinvestor.com

125 Church St. NE, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Service Areas
FAQ
Wiser Gear
Contact Us

Services

Wealth Management
Financial Planning Only

Client Access

Schwab
Money Guide Pro
FlightPath

Firm Information

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

Schedule a Meeting

678-820-5144
education@wiserinvestor.com