The Wiser Wealth Blog
The Biggest Mistakes People Make When Planning for Retirement
Planning for retirement is one of the most critical financial decisions you make, yet it’s also one of the most commonly misunderstood. Because retirement can feel far off, many people [...]
What Estate Planning Should You Do After a Medical Diagnosis?
Receiving an unexpected medical diagnosis, whether for yourself or a loved one, is an emotional and overwhelming event. Amid the focus on treatment and well-being, one critical aspect of life [...]
Why Invest Beyond Stocks and Bonds?
For decades, the traditional 60/40 portfolio of stocks and bonds has served investors well, providing growth through equities and stability through fixed income. Unlike some firms trying to make headlines [...]
When Does It Make Sense to Take a Severance Package?
A severance package is one of those moments in life that can feel both unexpected and, sometimes, oddly clarifying. It forces you to pause and take an honest look at [...]
What’s the Best Way to Teach Kids Good Financial Habits?
I remember when I was growing up, I begged my parents for the newly released iPod Touch. I would eye it every time we went to our local Sam’s Club. [...]
The Future of Retirement: Homes, Lifestyles, and Technology
For decades, the phrase “retirement home” has conjured images of quiet suburban facilities or large senior living complexes. But the landscape of retirement is shifting dramatically. As people live longer, [...]
What Financial Metrics Predict Small Business Success?
Doing retirement planning for business owners is different from those working for an employer. Business owner retirement plans have an opportunity to grow the business’ value, changing a family’s financial [...]
Can You Contribute to an HSA on Medicare?
Can You Contribute to an HSA on Medicare? In short, no you cannot contribute to a health savings account while on Medicare. And you cannot contribute to it 6 months [...]
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