Financial Education Videos
Financial Education
Meaningful Ways to Leave a Financial Legacy for Your Heirs
Here are 5 meaningful ways to leave a financial legacy to your heirs: 1. Start with Professional Guidance Don't try to do this on your own. It's important to have [...]
How Much Money is Enough to Retire?
Every client asks an age-old question: “How much money is enough to retire”? While everyone asks this question looking for a real figure; unfortunately, there's not a solid answer. The [...]
Retirement Planning Tool vs Working with a Financial Planner
There’s an extensive list of options online for retirement planning calculators. Oftentimes, we get asked about the difference between using a financial planner versus using a retirement planning calculator tool [...]
Will AI replace financial advisors?
As you have probably noticed by now, AI is everywhere. The question many are asking is if AI will replace financial advisors. If you go to a financial planner, aside [...]
Delta Pilots – Market Based Cash Balance Plan
At Wiser Wealth Management, we frequently work with airline pilots, particularly Delta pilots, due to our location in metro Atlanta. Casey Smith, President of Wiser Wealth Management, spent over 10 [...]
Can You Collect Social Security at 62 and Still Work?
Many people wonder if they can collect Social Security at age 62 while still working. The short answer is yes. However, just because you can doesn't necessarily mean you should. [...]
Build Retirement Savings with Compounding Interest
Let's take a look at numbers to see what compounding interest is. For example, let's say a new college graduate puts away $10K per year in his or her 401k [...]
2023 Tax-Smart Philanthropy
We recommend charitable giving as a tax strategy. Many people have required minimum distributions (RMDs) they need to pull out of their IRAs each year. You can still take the [...]
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