Dreaming of early retirement? The FIRE movement has made it more popular than ever, but there’s more to it than just saving money. ?? From hidden pitfalls to unexpected costs, here’s what you need to know before you take the leap! #EarlyRetirement #FIREMovement https://lnkd.in/djP4VeFh
Wiser Wealth Management, Inc.
金融服务
Marietta,GA 918 位关注者
Guiding clients to financial freedom with comprehensive financial planning and wealth management services.
关于我们
Wiser Wealth Management, a rapidly growing fiduciary and fee-only financial services firm in downtown Marietta. We offer comprehensive financial planning and wealth management services to help our clients on their journey to financial freedom. Disclaimer: This page is a publication of Wiser Wealth Management, Inc “Wiser Wealth.” The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Wiser Wealth Management, Inc does not offer legal, accounting or tax advice. Advice provided by Wiser is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Wiser Wealth or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office at 678-904-4450 or email [email protected].
- 网站
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https://www.wiserinvestor.com
Wiser Wealth Management, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Marietta,GA
- 类型
- 私人持股
- 创立
- 2001
- 领域
- Financial Planning、Investment Management、Retirement Planning、Financial Consulting、Asset Management、Investment Advice和Financial Advisor
地点
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主要
125 Church Street NE
Suite 220
US,GA,Marietta,30060
Wiser Wealth Management, Inc.员工
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Shawna Theriault, CPA, CFP?, CDFA?
Senior Financial Advisor at Wiser Wealth Management
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Casey Smith
President of Wiser Wealth Management, Inc, | "A Wiser Retirement" Podcast Host | Pilot | ATP | Speaker
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Andrew Pratt, CFA, CBDA
Investment Manager at Wiser Wealth
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Kate Swarthout
Providing the best Marketing Strategy while living on a sailboat!
动态
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?? Here's to 12 wonderful years with Alexa Brannen at Wiser! Your passion and hard work shine through. ? Thanks for being an essential part of our team! #WorkAnniversary #TeamAppreciation
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?? Today, we celebrate Kyle Paris’s dedication and hard work! Happy 1 year at Wiser! ?? We’re grateful to have you on our team. #WorkAnniversary #TeamAppreciation
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Is paying a financial advisor to invest in ETFs worth it when low-cost options exist? ?? Tune in to this episode to learn why guidance from a financial advisor can provide value beyond just picking what to invest in! ?? #FinancialPlanning #Investing #ETF https://lnkd.in/e9uPDkFX
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Inheriting real estate? ?? You have options: keep, sell, or rent. However, each choice comes with different financial implications. Learn how the step-up in basis can reduce taxes and what to consider before deciding. Watch the video to learn more! #Inheritance #RealEstate https://lnkd.in/eVJcszCY
Inheriting a Property: Keep, Sell, or Rent?
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Smart tax planning is key to growing and protecting your wealth. ?? For high-net-worth individuals, the right strategies can help minimize tax liability while maximizing financial growth. ? Check out our latest blog for essential tax planning tips! #TaxStrategies #TaxPlanning #FinancialSuccess https://lnkd.in/eKxg2yPX
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?? Want to build sustainable wealth in your 20s and 30s? In this episode, we break down key financial habits to set you up for lifelong success. From tackling student loans to managing rising living costs, we share practical strategies to help you take control of your financial future. ?? Tune in now! #FinancialSuccess #WealthBuilding #FinancialPlanning https://lnkd.in/ewd6zKaQ
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Have you heard of a reverse mortgage? ???? Watch this video to learn how they work and how they can be used to unlock cash from your home equity. #ReverseMortgage #HomeEquity #FinancialPlanning https://lnkd.in/eVYHPk78
The Pros and Cons of Reverse Mortgages | What is a reverse mortgage?
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?? Join us in wishing a very happy birthday to Michaela Dowdy, Financial Advisor! Here's to a fantastic year ahead! ? #birthday #financialadvisor #happybirthday
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Want to make sure your retirement income stretches and supports your lifestyle? ?? Check out our latest blog for smart cash flow strategies to manage multiple income sources, from Social Security to brokerage accounts, Roth IRAs, traditional IRAs, and more. #RetirementPlanning #CashFlow #FinancialPlanning #RetirementIncome https://lnkd.in/eZNbgPYg