The Wiser Wealth Blog
What should succession planning for a small business include?
Succession planning is a critical process for ensuring the long-term success and sustainability of any small business. It involves preparing for the future by identifying and developing new leaders who [...]
Is Direct Indexing the Right Strategy for You?
In the early 2000s, a new concept in investing called Exchange Traded Funds (ETFs) took over the investing world. Since the mass launch of ETFs, mutual funds have become the [...]
Tax Efficiency in Retirement: Making Your Money Work Harder
As you transition into retirement, managing your finances becomes more crucial than ever. One key aspect that can significantly impact your financial well-being during these years is tax efficiency. Understanding [...]
Should I finance flight school?
Embarking on the journey to become a pilot is very exciting. The thrill of flying a plane and the promise of a rewarding career are powerful motivators. However, one of [...]
How often should you check your investments?
In the ever-evolving world of investing, one question that often surfaces among both new and seasoned investors is "How often should I check my investments?" With the ease of online [...]
Why do so many people retire to Florida?
Florida, often affectionately referred to as the “Sunshine State,” is a top destination for retirees from all over the United States and even beyond. But what exactly makes Florida such [...]
Should I invest in a vacation home?
The idea of owning a vacation home can be a tantalizing prospect, especially for those who dream of a scenic getaway or a potential source of rental income. However, like [...]
Best Strategies for Reducing RMDs
Required minimum distributions (RMDs) are the mandatory withdrawals that the Internal Revenue Service (IRS) says you must take from your tax-deferred retirement accounts, such as traditional IRAs and 401(k)s once [...]
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