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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are four very good reasons to start investing. Do you know what they are?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Knowing the rules may help you decide when to start benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There’s an alarming difference between perception and reality for current and future retirees.
There are hundreds of ETFs available. Should you invest in them?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What are your options for investing in emerging markets?