Financial Education Videos
Financial Education
What Does Retirement Look Like for Special Needs Parents?
For many families, retirement planning focuses on reaching the point where work ends and a new chapter of travel, hobbies, and relaxation begins. But for families with special needs children, [...]
Can You Save Too Much for Retirement?
Many financial articles encourage people to max out every retirement account possible, your 401(k), Roth IRA, and other tax-advantaged options. While this advice can be helpful in some cases, it [...]
Should Pilots Invest in Aviation Stocks?
At Wiser Wealth Management, we work with many pilots, and one question we hear frequently is whether pilots should invest in aviation stocks, especially their own company’s stock. While it [...]
What are Social Security Trust Funds?
Social Security is often talked about as if it’s a single pot of money, but it’s actually supported by dedicated trust funds. These funds are how Social Security tracks incoming [...]
When Should Business Owners Consider Key Person Life Insurance?
For many entrepreneurs, the American dream is building a business that creates a great lifestyle and maybe even becomes a legacy passed down to the next generation. As that business [...]
Should I Take a Loan Against My 401(k)?
A common question we hear from clients is: Should I take out a loan against my 401(k)? The short answer is, it depends. Like most financial decisions, 401(k) loans come [...]
What are the Disadvantages of a Custodial Roth IRA?
A custodial Roth IRA can be a powerful way to help children start saving early and learn about investing. While the long-term tax benefits can be significant, there are also [...]
What Happens to 529 Funds If Your Child Doesn’t Go to College?
A 529 plan is one of the most popular ways for families to save for education. These tax-advantaged accounts allow money to grow federal tax-free and be withdrawn without penalty [...]
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