The Wiser Wealth Blog
Biggest Expenses in Retirement
Each week I sit down with our financial planners to review plan drafts prior to the client seeing them. Each week I hear the same set of advisor concerns that [...]
Tips for Maintaining Cash Flow in Retirement
Not having a paycheck anymore can be scary, no matter the reason. When we talk with clients about their concerns in retirement, the loss of a steady and consistent paycheck [...]
Ways to Minimize Taxes in Retirement
We have all heard the saying, “the only guarantees in life are death and taxes.” Even though paying taxes is unavoidable, there are ways to help reduce their impact—especially during [...]
What is My Risk Tolerance Number?
What exactly is risk tolerance? In short, it is the measure of an investor’s willingness to accept risk. Understanding your risk tolerance is essential to understanding how much loss you [...]
Delay Social Security if You Can
Social Security. You’ve been diligently paying into the system for years. Now, you are about to turn 62. It makes sense to go ahead and apply as soon as possible, [...]
What is Fixed Income Investing?
There are numerous ways you can invest your portfolio. It can be a little overwhelming to figure out what types of investments make the most sense for your financial goals, [...]
Dollar Cost Averaging Explained
When the market fluctuates, investors often want to rethink their investment strategy. Perhaps you’re one of them because you feel nervous about your portfolio after Russia’s invasion of Ukraine or [...]
What is the Georgia 529 Plan?
What is the Georgia 529 plan? We all want good things for our kids’ futures. For many of us, that includes giving them the opportunity to attend a college or [...]
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