Financial Education Videos
Financial Education
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 [...]
What You Need to Know About Silicon Valley Bank Failure
This week, over 50 banks had a halt in their trading, mostly regional banks. Many clients have reached out, asking if it is safe to have their money into Charles [...]
Financial Planner vs Financial Advisor
The difference between a financial planner vs a financial advisor can often confuse people. Unfortunately, the financial services industry uses a lot of different titles for the people in it. [...]
What makes a Roth IRA better than other IRAs? Which IRA is right for me?
What makes a Roth IRA better than other IRAs? A Roth IRA is not necessarily better, but there's definitely a difference between a Roth IRA and an IRA. With a [...]
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