“If anyone has material possessions and sees his brother in need but has no pity on him, how can the love of God be in him? Dear children, let us not love with words or tongue but with actions and in truth.” 1 John 3:17-18 NIV

Wiser Wealth Management supports multiple causes both locally and globally throughout the year. We strongly believe that giving can create positive changes in your community. Below is a list of some of the organizations that we support.

The LMK Foundation

Until you are exposed to family or other relatives who have Alzheimer’s, it’s extremely difficult to recognize the symptoms and diagnose this disease because the symptoms differ from individual to individual. Unfortunately, there is no quick test to determine if your loved one has Alzheimer’s. This disease isn’t going away. There is no cure, only medication that can slow the symptoms. Approximately 10 million people in America have the disease and that number is only going to grow.

Living with this disease is hard enough but caring for loved ones with Alzheimer’s or Dementia isn’t easy either. This is where the LMK Foundation comes in to help. They raise money to provide caregiver’s a break from caring for a loved one who has Alzheimer’s or Dementia. The LMK Foundation has a charity golf tournament and a Casino Night to raise money for caregiver’s respite care and relief.  It is their way of trying to help educate and fund research for this debilitating disease. Casey Smith is on the board of the LMK Foundation as well as the Treasurer.

Leading The Way

Along with partners committed to changing the world, Michael Youssef is leading the way for people in spiritual darkness to discover the light of Christ. By passionately proclaiming uncompromising Truth through creative methods, his international team of experts is uniquely providing hope that is revolutionizing lives at home — and around the world.

Now celebrating 22 years of ministry, Leading The Way’s television and radio programs are broadcast in more than 20 languages, covering more than 200 countries. Leading The Way also produces DVDs, CDs, books, a monthly devotional magazine and a weblog to spread the light of Christ. This Atlanta-based organization partners internationally with in-country follow-up teams to encourage new believers in their faith, helping God’s Kingdom to grow around the world.

Dave Ramsey’s Financial Peace  

Dave Ramsey’s Financial Peace University and national radio show have helped save families and individuals from the destruction of debt. While Wiser is not an official network affiliate of the Dave Ramsey program, we have walked many individuals from the brink of bankruptcy back to fiscal health following his guidelines. Unfortunately the Ramsey network program is a little behind the times in that he only works with commission brokers. However, a Wiser fiduciary fee-only advisor will provide you the resources, encouragement and accountability to complete his get out of debt program. Making this program a part of Wiser Outreach allows us to volunteer our time in helping you turn your financial life around.

Call our office for more information on this program at 678.905.4450 or email us at [email protected].

We have seen a lot of scenarios where estate planning can go wrong. Here's how you prevent family conflict with legacy planning.

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People receiving an inheritance often ask us if that inheritance will be taxed. In most cases, no, inheritances are not taxable. Watch this video to learn more!

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Happy National 401(k) Day! 🎉 Consult with your financial advisor to make sure you're taking full advantage of your retirement plan.

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Earlier this year, Georgia's Governor Kemp signed into legislation a requirement for high schoolers in Georgia to receive some sort of personal finance education starting in 2024.

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On this episode the podcast, Casey is joined by Jared Knox, a local artist from Marietta, Georgia. He is also joined by Michaela Dowdy and Jason Waters, CFP®, Financial Planner and Marietta School Board Member to talk about financial literacy.