The Wiser Wealth Blog
Can a Donor Advised Fund Reduce Your Tax Liability?
The Tax Cuts and Jobs Act (TCJA) of 2018 more than doubled the amount of standard deductions and in 2021, that amount has increased to $12,550 for individuals and $25,100 [...]
Twitter & Availability Bias
In the current age of social media, individuals have constant access to what’s going on in the world around them with both good and bad results. As most people are [...]
Tesla joins the S&P 500 (finally)
Tesla is now the sixth most valuable company in the S&P 500, just ahead of Warren Buffett's Berkshire Hathaway. Going forward, Elon Musk’s company will make up about 1% of the [...]
How you should view a 0% savings account
In a “normal” interest rate environment your savings account yields something greater than 1%, maybe even 2%. However, while the Federal Reserve is trying to keep the US markets out [...]
Why are 401k’s so important?
The 401k is an important savings vehicle. Since the reduction of pensions across America, the popularity of the 401k has increased significantly and these nest eggs are crucial to retirement [...]
Why Advisors Switch Firms
You get a letter from your advisor informing you that he or she is switching firms. One of your first thoughts might be, why? That’s probably a good first question. [...]
Dow Hits Record High
While most people are still experiencing at least some of the negative effects of the COVID-19 virus outbreak, the US equity markets seem to have shaken off any residual effects [...]
HSAs: The Underutilized Savings Vehicle
According to a Fidelity Retiree Health Care Cost survey, the average retiree age 65 and up will need $295,000 (after tax) to cover the cost of health care expenses while [...]
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