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Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

Wednesday, February 15, 2023

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2While cash can play a role in a diversified portfolio, historically, cash has not kept...

Monday, January 23, 2023

With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...

Wednesday, January 4, 2023

In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...

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Monday, December 5, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

Monday, November 28, 2022

The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...

Monday, November 14, 2022

Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...

Tuesday, November 1, 2022

Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...

Tuesday, October 4, 2022

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

Wednesday, August 17, 2022

The proposition below has been floating around Twitter the last couple days and the replies are fascinating (probably my own fault for going into the comment section of any tweet, but nonetheless here we are).Anyone with a basic...

Tuesday, June 14, 2022

Whenever I have a conversation at work or at home, after probably too little discussion I tend to pivot to, "Ok, so what do we do from here?"  For better or worse, I tend to be solution oriented and prefer to spend less time...

Thursday, April 28, 2022

I grew up in Indiana which means whenever I see a deck of cards I ask the group "Who knows how to play Euchre?"  This is met with two very different reactions - excitement from the folks from Indiana, Wisconsin, and Michigan that...

Wednesday, February 16, 2022

Wednesday, January 26, 2022

Monday, October 11, 2021

Michael Batnick (@michaelbatnick on Twitter), a financial advisor based in New York, posted an article that hit home for me yesterday. Michael's post (linked below) explains today's version of yesteryear's Get Rich Quick Schemes seem...

Monday, September 13, 2021

The world of personal finance is filled with Rules of Thumb. A sampling - - The 4% Withdraw Rule - 100 minus your age equals your proper equity allocation - Post-retirement spending will be roughly 70-80% of your pre-retirement...

Thursday, September 2, 2021

Growing up on the internet frontier, Millennials became accustomed to, and quite talented at, finding things for free. The best and earliest example was the introduction of Napster and LimeWire. You could search through Peer-to-Peer...

Wednesday, September 1, 2021

Non-fungible tokens Loot (for Adventurers) NFT is now trading at a floor price of 2.7 ETH (about $8,900).It’s words and metadata...

Thursday, August 26, 2021

When is delivered really 'delivered'? Let's say you order an item online that ships from Amazon's corporate headquarters in Seattle, WA for delivery to our office at 7410 Bluffton Rd in Fort Wayne, IN. That package travels 2,229 miles....

Friday, August 20, 2021

This week I completed the requirements to become a CERTIFIED FINANCIAL PLANNER™. The journey was fascinating and cemented my conviction that starting Wise Wealth Management was the best decision I've ever made. The entire...