WISE WEALTH
Are Annuities Right for You?
Annuities are a financial instrument that can play a significant role in your retirement planning. They offer the promise of a steady stream of income during your post-work years, but it's important to remember that they come with no guarantees of performance, and...
What is Estate Planning?
"What makes greatness is starting something that lives after you." — Ralph W. Sockman You’ve worked your whole life to grow your career, build a home for your family, put kids through college, and save for a fulfilling retirement. You look back and you feel proud of...
The “Holiday Hustle” – The Booming Travel Season
Record-Breaking Summer as a Prelude: The summer of 2023 witnessed unprecedented levels of travel, underscoring a robust recovery of the travel sector post-pandemic. This surge has been fueled by pent-up demand and increased consumer confidence, leading to significant...
IRS Announces New 2024 Income Tax Brackets
The Internal Revenue Service has elevated the thresholds for its seven tax brackets by 5.4% in 2024. This adjustment implies that a single person can now earn up to $609,350 before facing taxation at the highest rate of 37 percent. Understanding and leveraging these...
8 Ways to Spend Smart During the Holidays
The holiday season is once again upon us, bringing with it the joy of giving and the thrill of festive celebrations. However, as the tinsel adorns the streets and carols fill the air, so does the prospect of heightened spending. It's no secret that holiday shopping...
Estate Planning for Pets: How to Protect Your Furry Friends
A whopping 70% of American households have pets¹, and ensuring they are taken care of is generally a top priority. Do you know what would happen to your pets if you passed away? Creating a plan for their care as part of your estate planning can give you important...