Financial Education Videos
Financial Education
How much money should you have in an emergency fund?
An emergency fund consists of a reserve of cash equivalent to 3 to 6 months' worth of your expenses. If there’s uncertainty in your job, or even the industry you [...]
What is a fee-only financial advisor?
The world of financial advice can be very confusing, especially when trying to figure out how your financial advisor is getting compensated. Only an average of two percent of financial [...]
Financial Habits to Avoid in Retirement
We see a few bad financial habits from retirees in the financial planning process. The top ones you should avoid are taking social security too early, living in retirement with [...]
What’s the difference between pensions and IRAs?
The biggest difference between pensions and IRAs is that employers sponsor pension plans. Both the employer and employee can make contributions to this plan. On the other hand, an IRA [...]
What should you do with your 401k when you retire?
Once you've retired, you can no longer contribute to your 401k under your employer's 401k plan. To get the best use out of your 401k when you retire, you can [...]
Tips for Airline Pilots Approaching Retirement
At Wiser Wealth Management we work with many pilots nearing the end of their careers in aviation. For pilots approaching retirement, we always focus on making sure they have enough [...]
401k Catch-Up Limits Increase in 2023
So far, 2023 has proven to be a good year in the market. The S&P 500 is up over 18% year-to-date. Many people are starting to look at their 401k [...]
Can a donor-advised fund reduce taxable income?
A donor-advised fund (DAF) is a vehicle that's strategic in nature and has the objective of helping funnel your money to charity. One of the positive points about this fund [...]
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