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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Military families face unique challenges, making personal finance even more critical.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A letter of instruction provides additional and more personal information regarding your estate.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you have causes that you want to support with donations?
Make your retirement as exciting as your next vacation.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The market is as unpredictable as the weather. We’d love to help you prepare.