Category Archives: Wiser Education

Retirement Plans for the Self Employed

Posted on September 27, 2011 by Casey Smith

So you quit the corporate rat race to start your own business. It’s hard work, but you enjoy the freedom and the thrill of being your own boss. There is nothing that you miss about your old job.

Except maybe your 401(k). …

Posted in Articles, Personal Finance, Personal Finance, Wiser Blog, Wiser Education | 1 Comment

How to pay for College

Posted on July 19, 2011 by Sonja Gonzalez

It’s a blessing and a curse. After much nagging about grades and extra-curricular activities, your beloved Junior or Juniorette has made it into college. Your first thought is how proud you are of your child’s achievement. Your very next thought is, “How in the world do I pay for this?” Continue reading →

Posted in Articles, Personal Finance, Personal Finance, Wiser Blog, Wiser Education | Tagged college funding, paying for college | Leave a comment

How to Choose a Financial Advisor

Posted on October 4, 2010 by Casey Smith

The title “Financial Advisor” has a myriad of meanings. To most, it probably means a financial “expert” to guide you through important decisions and help manage investment assets for the present and future.

However, all advisors are not the same. So, how do you pick one? Below are five factors …

Posted in Personal Finance, Wiser Blog, Wiser Education | Leave a comment

The Cruel World of Financial Advice

Posted on January 28, 2010 by Casey Smith

You expect that your banker or broker will always do what is in your best interest. Can they? It’s a mixed up world when your financial advisor is your salesman. Continue reading →

Posted in Articles, Fiduciary Duty, Personal Finance, Wiser Blog, Wiser Education | Tagged fiduciary, fiduciary advice, fiduciary advisor, financial advice, financial advisor conflict of interest, independent advisor, Registered investment advisor | 1 Comment

Wiser Investing 101

Posted on August 1, 2009 by Casey Smith

A non commission based look at how to obtain the maximum potential from your investments. Continue reading →

Posted in Wiser Education | Tagged fiduciary responsibility, financial planning in marietta, how to invest, investment firm in marieta, wealth management in marietta, wiser wealth management | Leave a comment

Wiser Advice 101

Posted on July 24, 2009 by Casey Smith

HOW IS WISER WEALTH MANAGEMENT DIFFERENT FROM A STOCKBROKER OR BANK?…

Posted in Wiser Education | Tagged Advice, different between a stock broker and a bank, disadvantages of a stock broker or bank, wiser wealth management | Leave a comment

Diversification, Cost, and the Long Term: Part 1 Diversification

Posted on December 11, 2008 by Kyle Waller

The title of this series is what we here at Wiser Wealth Management keep in mind when investing. I wanted to explain this and show how these simple words can lead to great investment results.…

Posted in ETFs & Indexing, Wiser Blog, Wiser Education | Tagged Diversification, Diversification in investing, Diversification through ETFs, ETFs, Indexing, investing, Money, retirement, what is diversification | 1 Comment

What is Risk? Part 1

Posted on September 5, 2008 by Kyle Waller

Risk of an investor’s portfolio can have several meanings. However, in highly diversified portfolios the only meaningful risk is the risk that an investor will have less money in their portfolios at the end of their planned time horizon.…