WISE WEALTH
Beyond the Rollercoaster: Considerations for Retirement in a Volatile Market
Planning for unexpected events is a normal part of life. But when you get to retirement, market conditions can have a lasting impact on the long-term value of your nest egg. That's why it's important to prepare for what you can't control by securing alternative...
Why Do Some People Hold Onto Cash Instead of Investing?
According to a survey from 2023, only 8% of millionaires would characterize themselves as wealthy these days (1). This surprising statistic suggests that financial security is about more than just the amount of money you have in the bank. One factor that could be...
Don’t Just Survive, Thrive: Financial Security in Uncertain Times
Did you know that a recent study by Payroll.org found that 78% of Americans live paycheck to paycheck? (1) Feeling financially secure can seem like a distant dream, especially with the ever-changing economic landscape. But what if you could not only survive but thrive...
The Financial Olympics: Are You Going for the Gold?
The 2024 Summer Olympics are being held for the third time in the beautiful city of Paris! This marks a century since the City of Lights last hosted the games in 1924. This event ignites a passion for peak performance. But are you as dedicated to achieving financial...
Understanding the Retirement Bucket Strategy
An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one's life, which requires careful planning and foresight to ensure a comfortable and stress-free transition. One effective way to plan for retirement is...
The Ultimate Downsizing Checklist Before Retiring
By focusing on goals and priorities, you can create a new, simplified lifestyle As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters. While the process can be...