Financial Education Videos
Financial Education
Why 18 Year Olds Need a Power of Attorney and Medical Directive
As your child goes off to college and starts that new chapter, it is important for them to have a power of attorney and medical directive in place. At 18 [...]
How to be a Long Term Investor
You may be wondering, how can I become a long-term investor? There are two characteristics that make a good long-term investor. The first is only investing in long-term healthy asset [...]
Why You Should Always Have Contingent Beneficiaries on Your Retirement Accounts
During annual review meetings, the Wiser team often looks at the beneficiaries assigned to your accounts. It is important to have contingent beneficiaries on your retirement accounts so you can [...]
A CPA’s Role in Your Advisory Team
When creating a legacy plan, you should also work with a CPA to factor taxes into that. Both the financial advisor and CPA should work together to educate their client [...]
The Financial Advisors Role in Legacy Planning
Financial advisors help create and assist clients with achieve goals pertaining to many aspects of their financial life, from tax planning to legacy planning, and more. We often get asked [...]
Building a Legacy Beyond Just Financial Wealth
When you are building a legacy plan, it is important to understand your legacy is not just about your financial legacy. You should also focus on passing down family history, [...]
What is Legacy Planning and Why is it Important?
You may be wondering, what exactly is legacy planning and how does it differ from estate planning? Estate planning can be defined as the planning process for transferring an individual’s [...]
What is IRMAA?
You may be wondering, what exactly is IRMAA? IRMAA is your income-related monthly adjustment amount. In short, your Medicare premium is affected based on which tax bracket you fall within [...]
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