The Wiser Wealth Blog
Differences Between Revocable and Irrevocable Trusts
Have you started thinking about estate planning? If so, you might have considered setting up a trust. If you haven’t yet, here’s a little overview. Essentially, a trust is a [...]
Financial Freedom Requires a Team Effort
We have all heard the phrase “Teamwork Makes the Dream Work,” but have you thought about how true it is in light of your family’s financial freedom? A family’s financial [...]
How to Teach Young People About Money
I often hear parents say they want to provide their children with a better life than they had. In a lot of ways that includes, removing the burden of financial [...]
How to Pass on a Small Business to the Next Generation
We all can think of a small business we grew up going to that completely changed when new ownership took over. This is no surprise, as a small business is [...]
Why do we always say invest for the long-term?
Fight or Flight in the Market As we are seeing in today’s current market, the market can be turbulent in the short term. For many of us, these ups and [...]
Tax Planning vs. Tax Preparation
Let’s talk about taxes. “But it’s only July,” you might say. Actually, late summer—before the busyness of back to school or football season or the holidays—is a great time to [...]
Wills, Trusts and IRA Beneficiaries: How does it all work?
To form a will, build a trust, or establish beneficiaries is to face the reality that we all die. A thought that is welcome by few but we all must [...]
Building a Legacy Beyond Stocks and Bonds
Truett Cathy, the founder of Chick-fil-A, has left a profound legacy for his family, friends, and the broader community. His name may bring your attention to the chicken that the [...]
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