Financial Education Videos
Financial Education
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 [...]
Maxing Out Your 401k – Is It Really What You Think It Is?
There's a common misconception that maxing out your 401k means just meeting your employer's contributions. However, as great as it is to get an employer match, you can contribute up [...]
Financial Independence Retire Early (FIRE): Is it right for you?
The Financial Independence Retire Early movement, also known as the FIRE movement, is becoming increasingly popular. Those who are part of this movement are seeking to retire in their 40s [...]
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