The Wiser Wealth Blog
What is the Rule of 72t and 55?
What is the Rule of 72t and 55 and how does it affect early retirees? The Cost of Retiring Early Oftentimes individuals retire earlier than they had originally anticipated. We [...]
Important Tax Filing Reminders for 2020
Everyone has heard the saying that nothing is certain in this world except for death and taxes. Tax season is upon us again as filings were first allowed on February [...]
February 2021 Market Update
The market update at the end of February 2021, saw the S&P 500 stocks close at 3811.15, up 2.6% for the month reversing January’s 1.1% decline. Year-to-date the index is [...]
Business Owners: Don’t Stop Learning, Keep Dreaming
Twenty years ago, I had a dream to build a firm that would provide unbiased financial advice. I created Wiser Wealth Management ultimately to be a place where clients could [...]
How much can I withdraw during retirement?
Determining how much and which accounts to withdraw from first during retirement may seem like an overwhelming process. You may have heard that the hardest part of climbing Mt. Everest [...]
Market Expectations for 2021
Looking back at 2020 and even 2019, how much more upside do the markets have? Market expectations for 2021 are likely to be characterized as a tale of two markets. [...]
Biden’s Student Loan Forgiveness Plan
As we discussed in a podcast last year, Americans owe over $1.7 trillion in student loan debt spread out over 44 million borrowers. This is now over $700 billion more [...]
Self Employed: Solo 401k or SEP IRA?
According to a Gallup study at the end of 2019, almost 30% of Americans were self-employed. Entrepreneurs and self-employed individuals usually focus solely on expanding their business and increasing their [...]
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