The Wisdom Wealth Team
Wisdom Wealth Investment Advisors, LLC is an independently owned investment advisory and financial consulting firm whose principals have more than fifty years of combined experience providing dedicated personalized service to our clients. Independence allows us to offer you an unbiased objective approach to serving your investment needs.
We specialize in creating an approach that is designed to address your individual situation.
In addition to this website, we use social networking sites such as Facebook and Twitter to communicate and interact with local clientele. We've also got email alerts for you to keep up to-date with the things that matter to you.Learn More
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We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.App StoreGoogle Play
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An inside look at how marginal income tax brackets work.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How long does a $20 bill last?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
The decision whether to buy or rent a home may have long-term implications.
For women, retirement strategy is a long race. It’s helpful to know the route.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
There’s an alarming difference between perception and reality for current and future retirees.