Berry College Archives – Wiser Wealth Management

Wiser Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees.

Wiser® Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees. In celebration of Dr. Bushnell’s success, Wiser® Wealth Management, Inc is donating $1,000 to the Dr. Bushnell led, Berry College Billy Yeomans Land Management Scholarship Fund. We challenge friends of Berry and Berry Alumni to help us fully fund this scholarship. With 27,000 contiguous acres of woodlands, meadows, streams, and mountains, Berry College has earned national acclaim as one of the most beautiful college campuses in […]
read more

Wiser Wealth Speaks to BIG

Casey Smith spoke to the Berry Investment Group (BIG) today. He talked about the usage of Exchange Traded Funds (ETFs) to build complete portfolios at all risk levels as well as why and how fee only fiduciary advisors are taking market share from big brokerage firms.
read more

Casey Smith Elected to the Berry College Board of Visitors

Casey Smith has been elected to the Board of Advisors of Berry College.
read more

Wiser Wealth Sponsoring Berry College Executive Round Table Dinner With David Ratcliffe, CEO Southern Company

Wiser Wealth Management is sponsoring a table at the upcoming Berry College Campbell School of Business Executive Round Table (ERT) Dinner.
read more

Casey Smith quoted in Berry Magazine

Casey was quoted in the latest Berry Magazine published by Berry College for friends and Alumni of the school. Casey’s quote came from a phone interview about gifting assets to the school through wills and trusts. The article did not touch on Casey’s main point, which is that any advice on gifting should be sought from a professional acting in a fiduciary capacity. A non-fiduciary or salesperson such as a banker or broker may only be looking to make a sale of an annuity or life […]
read more

Recent Tweets

wwm twitter

Your 2019 Guide to Tax Deductions https://t.co/PMLgWHDUvu
- Thursday Jan 17 - 5:00pm

wwm twitter

Traditional vs. Roth IRA: Which One is Better? https://t.co/TF2VM9OwUu
- Tuesday Jan 15 - 5:00pm

wwm twitter

When Is the Earliest You Can File Your Tax Return in 2019? https://t.co/dF6PkZkzGe
- Sunday Jan 13 - 5:00pm