The Wiser Wealth Blog
Why Invest Beyond Stocks and Bonds?
For decades, the traditional 60/40 portfolio of stocks and bonds has served investors well, providing growth through equities and stability through fixed income. Unlike some firms trying to make headlines [...]
When Does It Make Sense to Take a Severance Package?
A severance package is one of those moments in life that can feel both unexpected and, sometimes, oddly clarifying. It forces you to pause and take an honest look at [...]
What’s the Best Way to Teach Kids Good Financial Habits?
I remember when I was growing up, I begged my parents for the newly released iPod Touch. I would eye it every time we went to our local Sam’s Club. [...]
The Future of Retirement: Homes, Lifestyles, and Technology
For decades, the phrase “retirement home” has conjured images of quiet suburban facilities or large senior living complexes. But the landscape of retirement is shifting dramatically. As people live longer, [...]
What Financial Metrics Predict Small Business Success?
Doing retirement planning for business owners is different from those working for an employer. Business owner retirement plans have an opportunity to grow the business’ value, changing a family’s financial [...]
Can You Contribute to an HSA on Medicare?
Can You Contribute to an HSA on Medicare? In short, no you cannot contribute to a health savings account while on Medicare. And you cannot contribute to it 6 months [...]
How Does Retirement Look Around the World?
Retirement is often pictured as a time of freedom, travel, hobbies, and enjoying the rewards of a lifetime of work. But what “retirement” actually means varies dramatically depending on where [...]
Are We in an AI Bubble?
Lately, one of the financial media’s favorite talking points has been whether we’re living through an “AI bubble” and whether lofty valuations in U.S. equities mean investors should brace for [...]
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