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THE Wealthier + Wiser Blog

Explaining Irrevocable Trusts

Irrevocable trusts can be utilized in several different ways. Here’s what you need to know about them.   Today we’re joined by Jenny King for part two of our discussion on trusts. We talked about revocable trusts previously, so today we’re going to focus on irrevocable trusts.   A lot of clients come to us …

What Your Kids Can Learn From Working Their First Job

    There’s always one question at the forefront of parents’ minds: How do I teach my kids about being financially responsible?    There are a lot of steps to be successful in this effort, and today’s message is all about step one, which focuses on children and jobs. Luckily, Zach, our tenured expert on …

New Year’s Resolutions

The champagne has bubbled, the ball has dropped, and New Year’s resolutions have been made. This year add finances to the list. New year, new financial goals. Make 2020 the year you proactively improve your finances. Here are five financial resolutions that will help you get on track to better money habits. Feeling charitable? Learn …

The SECURE Act. Ready or not, here it comes

It’s been a long time coming but Congress just passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. President Trump signed the bill on Friday, December 20, 2019 as part of the government’s spending bill and it took effect January 1, 2020. So how will the SECURE Act effect your retirement savings? Below …

How to detect and avoid email scams?        

Everyone connected to the internet receives emails in some form and almost certainly has been sent an email considered fraud. 2.7 million emails are sent every second and about 60% of those are what IT security professionals would consider fraud. The most common type of fraud is called “Phishing”, a social act in which the …

How to prioritize your holiday spending

The holiday season has begun, and it’s time for gifting and giving. By creating a list for your budget, you can avoid getting wrapped up in holiday expenses. Being realistic around this time of the year is a great start for your finances. Prioritize how you are going to give back and how you want …