The Wiser Wealth Blog
The Difference Between Wills vs Trusts
The legal world can make implementing an estate plan appear so daunting. Attorneys love to speak in legalese, but even basic terms like “will” and “trust” can leave most of [...]
Teaching Your Kids About Money
Teaching your kids about money can be challenging. For instance, how do you respond to the question: “How much do you make, Mom or Dad?”? When this topic comes up [...]
6 Habits of Financially Successful People
Many people lament that they weren’t born with a silver spoon in their mouths and think the absence of that proverbial spoon prohibits them from having financial success. However, it’s [...]
New 529 Rollovers to Roth IRAs
New 529 Rollovers to Roth IRAs as part of Congress’s $1.7 trillion federal spending package. 529 plan beneficiaries will now be able to roll over a portion of plan assets [...]
5 Ways to Monitor Your Financial Goals
It’s the new year and along with that comes resolutions and lots of good intentions. The biggest question is, how do you hold yourself accountable to the financial goals you've [...]
Why You Should Work with a Fiduciary Financial Planner
Never has one word made such a distinction – fiduciary. Anyone can hang a shingle and refer to oneself as a “financial planner” or “financial advisor” and talk to people [...]
What Do I Need to File for Social Security?
What Do I Need to File for Social Security? You’ve worked your entire life for this moment. You’ve watched every paycheck contain a deduction. The time has finally arrived to [...]
Where Should I Be Financially at Age 60?
Where Should I Be Financially at Age 60? Where should I be financially at age 60? If only it were that easy… if only there was a cut-and-dried number, this [...]
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