The Wiser Wealth Blog
5 Smart Year-End Tax Moves for High-Income Families
Now is a great time for high-income earners to evaluate tax-saving opportunities before year-end. With a few strategic moves, you can potentially reduce your tax bill and make the most [...]
Does 401(k) Withdrawal Affect Social Security?
When it’s time to begin withdrawing your Social Security benefits, the process can feel overwhelming. With so much conflicting information and a flood of mailers, calls, and emails offering advice, [...]
Top 5 Mistakes Pilots Make with Their Money and How to Avoid Them
Life in the cockpit often leads to unique conversations, and financial discussions with fellow pilots are no exception. While sharing ideas can be valuable, it's important to remember that one [...]
Should You Hire a Financial Advisor After Receiving an Inheritance?
Over the next decade, between $84 trillion and $124 trillion is expected to be passed down to the next generation in what’s being called “The Great Wealth Transfer.” If you're [...]
What does it mean to diversify my portfolio?
You’ve probably heard the old saying, “Don’t put all your eggs in one basket.” But what happens when an investor does exactly that, putting all of their money into one [...]
When Convenience Becomes Costly: The Hidden Price of One-Stop Financial Services
Is a One-Stop Financial Shop Still the Right Fit? For many people, financial planning begins with a familiar institution, perhaps the bank that holds your checking account or the brokerage [...]
The Misunderstood Tax Benefits of Charitable Giving
Charitable giving is often seen as a heartfelt act, a way to support causes we care about and make a difference in our communities. But beyond the emotional rewards, charitable [...]
Protecting Retirement Benefits During Divorce
Going through a divorce is emotionally and mentally challenging. Amid legal proceedings and personal turmoil, it can be hard to focus on your financial future, but it’s essential. One of [...]
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