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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

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Inflation & Your Money

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The Real Cost of a Vacation Home

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Social Security: Two Benefit Strategies Eliminated

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Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Insuring Your Business With a Buy/Sell Agreement

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Social Media: #NewestBusinessLiabilityRisk

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprises

Making the most of surprises is a great reason to work with us.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Rightsizing for Retirement

What does your home really cost?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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