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If you plan smart you can live wize

At the WizdomOne Group we believe in the fundamentals of a common sense concept that unfortunately isn't common practice when working with most advisors.  Your advisor should be your trusted advocate; one who works for you with an unbiased code of conduct, instead of working for the company whose products they represent.

Our innate philosophy is a to 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.

Plan Smart. Live Wize


Tuesday, September 17, 2019

New York Passes Best Interest Regs for Life Insurance .... FINALLY Read More Here


Thursday, September 12, 2019

I get it .... as business owners or professionals stress creeps into our lives. But do you believe that stress is harmful to your health? Fascinating Stanford University Study


Wednesday, September 11, 2019

(Forbes) The global volume of debt carrying negative yields now stands at $17 trillion. Under the circumstances, it hardly qualifies as a bold prediction that bond investors will incur substantial losses at some point down the road....


Wednesday, August 14, 2019

There is some $15 trillion in government debt that now yields less than zero, and former Federal Reserve Chairman Alan Greenspan believes there’s no reason why U.S. government bond yields couldn’t join much of the developed...


Monday, May 20, 2019

As the market for initial public offerings, or IPOs, seems to be heating up, the attached article from Morningstar is a great contrarian-minded, valuation-driven, and fundamentally-rooted perspective. Buy That Hot IPO Stock? Not Us, Thanks


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Monday, May 20, 2019

Great article about the interview Mark Cuban gave to Cheddar. Full Article Here


Friday, May 3, 2019

Who you are and why you do what you do is far more important to your message than what you do or how you do it. Full Article Here


Friday, May 3, 2019

Lessons one advisor learned from Harvard Business School. Read Entire Article Here


Monday, March 25, 2019

The ETF Fee War Is No Laughing Matter. The relentless cost-cutting by issuers may appear self-defeating, but there’s a logical endgame. Full Article


Thursday, March 14, 2019

DFS Urges New Yorkers to Carefully Review Their Policies and All Information Provided by Their Insurer. Click Here to Read the Press Release ACTING DFS SUPERINTENDENT LACEWELL ISSUES CONSUMER ALERT REGARDING UNIVERSAL LIFE INSURANCE...


Wednesday, March 13, 2019

A very different outlook on saving for retirement. Full Article


Saturday, March 9, 2019

Captive advisors essentially serve as “product advocates” for the firm, limited to the technology, products and platform approved by their firms. Whereas independent advisors serve as “client advocates,” with...


Thursday, February 28, 2019

Harvard's Feldstein Says Debt To Reach 100% Of GDP By End Of Decade Harvard University George F. Baker Professor of Economics Marty Feldstein discusses the U.S. debt and deficit


Friday, February 8, 2019

Lawmakers look to make student loan benefits tax-free ! Read More Here.


Tuesday, January 22, 2019

Regardless of which approach you take, health care will increasingly need to play a role in your advising strategy in 2019 and beyond.


Saturday, January 19, 2019

IRS Publishes Final Guidance On The 20% Pass-Through Deduction: Putting It All Together


Saturday, January 12, 2019

Traditional U.S. business organizational structures reflect a belief that making a profit and having a positive impact are competing or even mutually exclusive goals. Historically, incorporated entities have been forced to choose one...


Thursday, January 10, 2019

4th Quarter Heartbreak for Many DB Plan Sponsors


Friday, October 5, 2018


Monday, September 10, 2018

Ten years on, are we in danger of repeating the sins of the past? https://www.wealthmanagement...


Tuesday, September 4, 2018

If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving?


Sunday, August 19, 2018

Florida Isn't the Best Place to Retire (It's Actually #8)


Sunday, August 19, 2018

The financial state of Social Security is worse than the government says it is, according to the Wharton School of Business at the University of Pennsylvania. https://www.fa-mag...


Tuesday, August 7, 2018

The House of Representatives passed two pieces of legislation that, among other things, purport to improve and “modernize” health savings accounts (“HSAs”). More Details Here


Thursday, July 5, 2018

You can be old at 30 or young at 90 - it’s all up to you. Read More to Decide


Thursday, June 28, 2018

With much anticipation, the Department of Labor released the Final Rules for Association Health Plans (“AHPs”) last week. These rules have been expected since President Trump issued Executive Order 1381, on October 12, 2017...


Monday, June 18, 2018

Great article. "My heart is heavy after hearing that Anthony Bourdain, a man that inspired so many of us to eat better, travel well, and, in general, live life on our own terms, has left us. His impact resonates with millions of people...


Friday, June 15, 2018

Do You Sometimes Feel Like You Are Working With the Wrong Financial Advisor ? You are not alone. Click Here to Read More


Wednesday, June 6, 2018

Most 401(k) Participants Now Buy Only One Fund—But They're Better Diversified Than Ever ? Click Here


Wednesday, June 6, 2018

Surprise! The IRS Objects to Tax-Saving Measures.


Tuesday, June 5, 2018

It’s astonishing how much financial misinformation manages to float around the Internet. Wisdom has been replaced by knowledge which has been replaced by information ...... just trying to reverse that trend.


Thursday, May 31, 2018

A financial professional with the ability to help you get "from here to there." Find Out More