WizdomOne Group Encompasses:
WizdomFinancial Advisors LLC - a private wealth management firm.
WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm.
WizdomCare Senior Solutions - a full-service Medicare plans agency
WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs.
WizdomOne Group believes in the fundamentals of a timeless concept. Your advisor should work for you, not the carrier. Our innate philosophy is a focus on you- the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The item most homeowners forget on their home improvement project checklist is insurance.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Lifestyle considerations in creating your retirement portfolio.
A quick look at how federal income taxes work.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.