The Wiser Wealth Blog
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 [...]
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’s time to explore government-subsidized healthcare options, the process can feel overwhelming. Medicare and Medicaid are often confused, but they serve different populations and have distinct qualifications. Here’s how [...]
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