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Wiser Wealth is about providing the tools to make you a smarter investor and decision maker.  A smarter investor keeps his or her portfolio diversified, managing assets for a maximum gain with the least amount of risk, while seeking to keep cost low.  Tax preparation done in a smarter way will provide comprehensive assistance, complete with asking you the right questions in search of more deductions, instead of just simply processing the documents given.  A smarter vehicle for leaving your estate to your family is through a Revocable Living Trust.  Most importantly, there’s a smarter path to selecting a financial advisor. Choose one who will work only in your best interest and accept fiduciary responsibility.

Wiser Wealth Management, Inc, located in Marietta, Georgia, is a fiduciary, fee-only investment advisory firm offering investment management, tax planning and preparation services, as well as financial and estate planning.  We provide a process, not a commission sales presentation.

In the financial world today, there are two types of advice available to investors: brokerage accounts and advisory accounts.  Unfortunately, most investors don't know the very important difference between the two accounts.  In fact, most are not aware a difference exists.  Here at Wiser Wealth Management, we are Registered Investment Advisors, which means that we have a fiduciary duty to act in your best interest. Click here to learn more about the differences between us and stockbrokers.

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Happy Birthday to Kylie, our Marketing Assistant! Kylie works hard behind the scenes on our website, podcast, social media, and so much more.

Meet Daphne, our Financial Planning Intern. She is studying Finance at The University of Georgia. We are excited she's joined us for the summer!

https://conta.cc/3Ov1Fub

Your Medicare premium is affected based on which tax bracket you fall within after age 63. IRMAA is your income-related monthly adjustment amount. Watch today's video to learn more about how IRMAA works.

https://conta.cc/3zK9WGw #irmaa #medicare

The big question is, will we have a recession in 2022? Watch this video to find out!

https://conta.cc/3Mz2z7D #recession2022 #recession
https://youtu.be/45TvHaZf4z4#recession2022

Happy birthday to LJ our Video Production Manager! LJ works behind the scenes producing all of our podcasts and videos that we post every week. 🎉

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