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
Helpful Content
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
View all articles 
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.