Planning For The Unplanned
Did you know that nearly half of Americans are without life insurance? This statistic reveals a gap in financial preparedness, shedding light on the need for better planning to protect…
Back to School
As the back-to-school season approaches, it’s a perfect time to consider important updates to your financial and legal plans for your children. Ensuring your Power of Attorney is up-to-date and…
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…
How a Stepped-Up Basis Can Save You Thousands in Taxes
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…
Finance | Life | Retirement
The Backbone Of Your Financial Plan
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…
The Ripple Effects of Inflation
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…
Dollars and Sense: Navigating Tax Season with a Smile!
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…
Finance | Life | Retirement
Love Insured: Life Insurance
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…
The Financial Roadmap For 2024
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 – Maximizing Your Health Insurance Options
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…