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.
Saving for College 101
Here’s a crash course on saving for college.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Five overlooked tax deductions to help manage your tax bill.
The earlier you start pursuing financial goals, the better your outcome may be.
An overview of some fundamental steps when a loved one passes.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
In the face of divorce, making changes to insurance coverage may be overlooked.
Use this calculator to compare the future value of investments with different tax consequences.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?