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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
In the face of divorce, making changes to insurance coverage may be overlooked.
The true cost of raising a child may be far more than you expect.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Learn about the risks of not having health insurance in this informative article.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here are five facts about Social Security that might surprise you.