The Wiser Wealth Blog
Two Ways Stocks are Valued
This blog is a part of our new series written by Makenna Cooper, finance student at Berry College. Makenna is our 2021 Summer Intern. This new blog series is based [...]
Inherited IRA: Avoiding the New 10-Year Rule
The SECURE, Setting Every Community Up for Retirement Enhancement, Act of 2019 significantly changed many rules and regulations for retirement accounts like 401ks and IRAs. One such change now mandates [...]
What’s your Retirement Number?
A large insurance company, with an investment arm, was well known for their commercials that asked, “what’s your retirement number?” While this was catchy and had investors proactively thinking through [...]
Stock Investments in Conservative Portfolios
Investing in stocks and bonds is the most efficient way to help people achieve financial goals and objectives. However, many people remain under invested or uninvested due to perceived risks [...]
How much are you paying in fees?
Investors frequently overlook or misunderstand how much they pay in fees for their investment accounts. Some firms neglect to discuss fees with their clients upfront, and they continue to gloss [...]
Bad Financial Advice People Commonly Believe
As a financial advisor, I get asked a lot of questions. People wonder about the investment tidbits they read or the conventional financial wisdom they hear. Some of these I [...]
GA 529 Plan: Upcoming Changes
If you are a Georgia resident with a current GA 529 plan or you plan to enroll in the near future, take note that there have been some recent changes [...]
Estate Tax Reform: 99.5 Percent Act
The 99.5 Percent Act is an estate tax reform bill proposed by Bernie Sanders on March 25th. This is only an initial proposal, but it coincides with the Biden administration’s [...]
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