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Financial Education
Here’s How to Avoid Paying Capital Gains Tax
One question we often receive is, “How can we avoid paying capital gains tax?” Capital gains taxes typically occur when you buy an investment such as a house, rental property, [...]
Your Financial Flight Plan is Unique to You
Financial planning can be very similar to flight planning. When you get inside an airplane to fly somewhere, you are probably only thinking about the destination. However, there is a [...]
Will I have access to money when I file for divorce?
How can I afford initial attorney's fees for filing a divorce? A common fear many women have when deciding whether or not to get a divorce is if they're going [...]
What is a Certified Divorce Financial Analyst®?
What is a Certified Divorce Financial Analyst®? Do I really need one? If you're going through a divorce, the answer is a resounding yes. A CDFA® is a professional who [...]
Avoid Asset Managers Looking to Manage Your Airline 401k
At Wiser Wealth Management, we design custom financial plans for many airline pilots. We have started to see other firms beginning to enter the same space. They claim to specialize [...]
What is a Better Alternative to an Annuity?
The simplest way of explaining how annuity companies operate is that they act as the middleman using your funds to invest elsewhere. A better option than buying annuities would be [...]
Portfolio Management in Times of Uncertainty
There’s no doubt we are in times of uncertainty. During such times, there will always be people who try to take advantage of the feeling of fear of the unknown. [...]
How Does the Vanguard 2 for 1 Split Impact My Portfolio?
Vanguard announced on February 22, 2023, that they had a series of funds splitting. The share splitting became effective on March 14th, 2023. The one that affects us and our [...]