retirement Archives - Wiser Wealth Management

Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the best strategy to take Social Security benefits. Social Security can be applied for and received in many different ways. A lot of clients assume that they should take it as soon as possible, but for many this option could hurt them in the long run. Assuming you did planning, a common way to take Social Security for a couple was called file and suspend. The file and suspend method worked […]
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Your Financial Future – Can You Fill in the Blanks?

I need to save ___% of my paycheck to reach my financial independence goal to make working optional at age___. My retirement nest egg needs to be built to $_____ to achieve this goal.
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Diversification, Cost, and the Long Term: Part 1 Diversification

The title of this series is what we here at Wiser Wealth Management keep in mind when investing.  I wanted to explain this and show how these simple words can lead to great investment results.
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A Sense of Optimism in the Air

Jack Bogle, Founder of Vanguard and creator of the first S&P 500 index fund has lived through 10 bear markets.  He talked to the Associated Press about his thoughts.
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