The Wiser Wealth Blog
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 [...]
4 Tips for Millennials to Successfully Retire
As a millennial, you may not be thinking too much about your retirement. You're likely wrapped up in your career or caring for your family to put a lot of [...]
CDs, High Yield Savings, and Money Market Accounts
A frequent question we get asked at Wiser Wealth Management is, “what is the difference between a high yield savings account, money market account and a Certificate of Deposit (CD), [...]
Financial Literacy Month
As 2021 continues to fly by, it is easy to miss that April is Financial Literacy Month. So, what exactly is Financial Literacy Month? It is a national campaign for [...]
How to Retire Early
How to Retire Early Imagine being so financially independent that you can work only because you want to or even retire early. The reality is that less than 1% of [...]
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