Leaving a Legacy
In the coming years, the world will witness the largest generational wealth transfer in history, largely due to the aging Baby Boomer generation, which controls a significant portion of global…
In the coming years, the world will witness the largest generational wealth transfer in history, largely due to the aging Baby Boomer generation, which controls a significant portion of global…
Did you know there’s a little-known tax trick that could save your beneficiaries thousands of dollars? It’s called the “stepped-up basis,” and it’s super useful for anyone inheriting assets like…
Despite the importance of estate planning, shocking statistics reveal a significant gap in preparedness across different age groups. Only 46% of individuals over age 55 have an estate plan, while…
Imagine you go to the store with $10, hoping to buy your favorite snacks. But over time, prices keep going up. That’s inflation. It means your $10 doesn’t buy as…
Tax season is upon us, and it’s time to turn those financial frowns upside down! This year introduces significant changes, such as an increased standard deduction, adjusted tax brackets, and…
It’s not just about securing your future; it’s about safeguarding your legacy. Life insurance is crucial for securing a financial future amidst life’s uncertainties. Term life insurance offers flexibility and…
As the holiday festivities come to a close and a new year begins, it’s an ideal time to adjust your financial direction. At Wisely Advised, we know that a new…
Open enrollment season is upon us, and it’s time to re-evaluate your health insurance options. Whether you’re a newcomer to the workforce, an experienced professional, or someone who simply wants…
As the crisp autumn air sweeps in, and jack-o’-lanterns begin to illuminate our streets, it’s time to embrace the spooky spirit of Halloween in more ways than just costumes and…
A staggering 50% of Americans lack life insurance coverage, a statistic that underscores the urgency of addressing this vital aspect of financial planning. Life insurance is not merely a financial…