The Wiser Wealth Blog
How to Build Generational Wealth
We often hear it said that “athletes aren’t born, they’re made.” Wilma Rudolph, an American Olympian Track Runner, wasn’t born with the ability to win gold. In fact, Rudolph was [...]
When Stocks and Bonds Fall… Fear Sets In
When clients think about investing risks, they mostly think about stocks. Each weekday financial news reports about the Dow, NASDAQ, and the S&P 500 inundate audiences with all kinds of [...]
How to Use a Family Covenant to Pass on Your Legacy
A family covenant is defined as an agreement that you form with another person, group of people, or company. In James E Hughes Jr.’s book Family Wealth: Keeping It in [...]
5 Tips for Transitioning into Retirement
Retirement is often looked at as a pinnacle in someone’s life as they finally have the opportunity to prioritize themselves. Yet, for many, this new chapter of life can be [...]
How Does Income Affect IRMAA Premiums on Medicare Part B?
Part B Premiums Medicare Part B acts as general medical insurance for those 65 and older. Medicare Part B requires a standard premium to be paid by all its recipients. [...]
What’s the Difference Between Medicare vs Medicaid?
When it comes time to explore the different paths of government subsidized healthcare it can be confusing to navigate. Oftentimes, Medicare and Medicaid can become tangled in this process. Here’s [...]
Active vs Passive Asset Management
The debate is over. Period. Passively managed index funds outperform actively managed funds. In 15 out of 18 categories of domestic equity funds, the majority of actively managed funds underperformed [...]
Tax-Loss Harvesting Can Increase Your After-Tax Returns
It’s no secret that the stock mark can be volatile—especially in 2022. All too often these days it seems we watch the market fall, then rise, then fall again all [...]
Recent posts
