The Wiser Wealth Blog
Will Social Security Be There When I Retire?
Remember the old adage of the three-legged stool of retirement income: Social Security, employer pension, and personal savings? Given the changes in employment and the economy over the last 25 [...]
Why is it important to have an updated will?
When was the last time you read through your will? Do you even recall whom you’ve named as the executor or guardian of your children? I’d argue that these are [...]
Compound Interest: Why You Should Start Saving for Retirement Sooner
Most children’s first words after “Mama” and “Dada” tend to be things like “ball” or “more,” however as the children of a financially (perhaps overly) focused mother, my children’s next [...]
Differences Between 72t and Rule of 55
You may have heard of 72(t) and the Rule of 55 as methods by which you can access your retirement funds if you retire early. However, you might wonder how [...]
8 Investments to Avoid
There are a lot of investment opportunities out in the market today. However, not all of them deliver the financial gains they claim to. When it comes to advising clients [...]
Methods to Lower Your Taxable Income
You may have recently filed your taxes and begrudgingly paid a hefty sum to Uncle Sam and thought, there must be ways to give away less of your hard-earned money. [...]
529 Plan Tax Benefits
One of the most popular ways to save for education is through a 529 plan. A 529 plan is a tax-advantaged savings account specifically designed to encourage saving for college, K-12 [...]
What is a Certified Divorce Financial Analyst®?
A Certified Divorce Financial Analyst® professional specializes in guiding individuals through all financial issues related to a divorce. A CDFA® professional has education and training to analyze the financial aspects [...]
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