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Tag: shawna

  • Retirement Planning for Couples with an Age Difference

    Retirement Planning for Couples with an Age Difference

  • Needs vs Wants: Smart Spending and Prioritizing Your Money

    Needs vs Wants: Smart Spending and Prioritizing Your Money

  • Is It Time to Retire? Signs You’re Ready for Your Next Chapter

    Is It Time to Retire? Signs You’re Ready for Your Next Chapter

  • Closing the Year Strong: Key Financial Moves Before Year-End

    Closing the Year Strong: Key Financial Moves Before Year-End

  • Why Proper Asset Titling is Critical for Estate Planning

    Why Proper Asset Titling is Critical for Estate Planning

  • Shawna Theriault’s Road to Becoming a Financial Advisor

    Shawna Theriault’s Road to Becoming a Financial Advisor

  • Different Types of Trusts Explained

    Different Types of Trusts Explained

  • How to Estimate Your Tax Bill in Retirement

    How to Estimate Your Tax Bill in Retirement

  • Should I pay off my mortgage before retirement or invest?

    Should I pay off my mortgage before retirement or invest?

  • When should I take the tax hit on unrealized gains?

    When should I take the tax hit on unrealized gains?

  • Roth IRA for Minors: What Parents Need to Know

    Roth IRA for Minors: What Parents Need to Know

  • Why Every Parent Should Consider a Roth IRA for Their Child

    Why Every Parent Should Consider a Roth IRA for Their Child

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125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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Contact Us

Services

Wealth Management
Flat Fee Financial Planning

Client Access

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Schwab
Money Guide Pro
FlightPath

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Schedule a Meeting

678-905-4450
education@wiserinvestor.com

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Wiser Logo SQ for trademark_white_reg2

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

About Us
Careers
Podcast
Service Areas
FAQ
Contact Us

Services

Portfolio Management
Flat Fee Financial Planning

Client Access

Schwab
Money Guide Pro
FlightPath

Firm Information

Disclosures
Firm Documents
Advisor Background Check
Form CRS
Form ADV Part 2A
Privacy Policy

Schedule a Meeting

678-905-4450
education@wiserinvestor.com

Google Rating
Based on 148 reviews

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