Developing a Map for Your Financial Journey
“Money isn’t magic. It’s what you do with money that is magic.”
- Jim Yockey, Money Moves
Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop long-term relationships with our clients. Whether it’s estimating the cost of a college education, determining how much you’ll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.
We will work closely with you to understand your specific financial goals, your risk tolerance, time horizon, and investment preferences. Based on that, we will help you:
- Develop an integrated, personalized investment program
- Suggest investments and the right asset mix for your unique portfolio
- Diversify your assets to help minimize risk and maximize return
- Help to manage the impact of taxes and inflation on your investments
- Monitor the performance of all your investments
- Rebalance your investments periodically
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Here is a quick history of the Federal Reserve and an overview of what it does.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a quick guide to checking to see if you have unclaimed money.