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.
Riskalyze
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.
- Capture your risk number
- Align your portfolio
- Meet your retirement goals
Helpful Content
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
How Income Taxes Work
A quick look at how federal income taxes work.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Saving for College 101
Here's a crash course on saving for college.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.