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Category: Tax

  • What are Donor Advised Funds?

    What are Donor Advised Funds?

  • Questions to Ask when Hiring a CPA

    Questions to Ask when Hiring a CPA

  • How to Find the Right CPA for You

    How to Find the Right CPA for You

  • Tax Returns: Do-it-Yourself or Hire a CPA?

    Tax Returns: Do-it-Yourself or Hire a CPA?

  • 10 Important Things To Know About Taxes

    10 Important Things To Know About Taxes

  • 2021-2022 Proposed Tax Changes

    2021-2022 Proposed Tax Changes

  • Opportunities Missed on Tax Returns

    Opportunities Missed on Tax Returns

  • Will you receive a child tax credit check?

    Will you receive a child tax credit check?

  • Five in Twenty: June 11, 2021

    Five in Twenty: June 11, 2021

  • Five in Twenty: May 25, 2021

    Five in Twenty: May 25, 2021

  • Five in Twenty: May 7, 2021

    Five in Twenty: May 7, 2021

  • Estate Tax Reform: 99.5 Percent Act

    Estate Tax Reform: 99.5 Percent Act

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

Company

About Us
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FAQ
Contact Us

Services

Wealth Management
Flat Fee Financial Planning

Client Access

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Schwab
Money Guide Pro
FlightPath

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Schedule a Meeting

678-905-4450
education@wiserinvestor.com

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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 148 reviews

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