WISE WEALTH
Tips for Leaving an Inheritance to Family
Families inherit money and sometimes make the right moves in investing and spending. Inheritances can also ignite disruption, divorce, and a host of bad behavior – far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your...
Crucial Estate Planning Steps Before It’s Too Late
The countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act. For many, this translates to pressing changes...
The Most Common Estate Planning Mistakes and How To Avoid Them
In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind. It’s the uniqueness of this area of planning that makes it paramount to get things right. Yet, many often trip up....
U.S. Credit Card Debt Just Passed $1 Trillion
A 5-step plan to liberate yourself from burdensome credit card debt Do you know just how massive the amount of one trillion dollars truly is? Well, consider this: Time in Seconds: If you counted from one to one trillion at a rate of one number per second, it would...
6 Answers to Your 401(k) Questions
When working with clients to develop their financial plans, integrating 401(k) accounts into an overall retirement strategy is an important part of the process. For most people, their 401(k) represents their largest source of funds set aside for retirement. Whether...
5 Signs You Need A Financial Planner
Asking for Help: A Sign of Strength, Not Weakness Sometimes, it's difficult to admit that we need assistance. We often believe that we should handle things independently, whether it's addressing a persistent injury, fixing a leaky faucet, changing the oil in our car,...