Wiser Advisor Group

Every family has a legacy. Some families also have a blueprint.

I grew up watching what long-term thinking looks like in real life.

My father was an entrepreneur, a public-company CEO (including leadership at Anthem), and a published author. But more than titles, he modeled how decisions made early echo across decades.

Our family’s story spans entrepreneurship, public-company leadership, M&A, private equity; and now a third generation actively participating in building and stewarding that legacy.

Along the way came successes, hard lessons, and transitions that required more than technical expertise. They required judgment, values, and perspective.

Those experiences continue to shape how we guide families today.

Curious how others think about legacy, and what shaped the way you approach long-term decisions.

Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

Monthly Memberships A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

You can help ensure that losing your wallet doesn't turn into something bigger.

What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Three important questions to consider before you start taking.

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

What actually happens when the U.S. government shuts down?

The Big Pause This handy interactive explains which essential government services are affected by a shutdown.

College, kids and costs.

Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.