Monday, April 10, 2023 5:43 AM EDT
A discussion about different ways to prepare for retirement and how to determine how much you can spend in retirement.
AGG | iShares Trust - iShares Core U.S. Aggregate Bond ETF |
AOM | iShares S&P Moderate Allocation Fund |
EFA | iShares MSCI EAFE Index |
EMB | iShares JPMorgan USD Emerging Markets Bond Fund |
FFR | First Trust FTSE EPRA/NAREIT Global Real Estate Index Fund |
GRI | Cohen & Steers Global Realty Majors ETF |
IEV | iShares Europe |
IGOV | iShares S&P/Citigroup International Treasury Bond Fund |
MINT | PIMCO Enhanced Short Maturity Strategy Fund |
RWO | SPDR DJ Wilshire Global Real Estate ETF |
SH | ProShares Short S&P500 |
SHY | ISHARES LEHMAN 1-3Y ETF |
SPLV | PowerShares S&P 500 Low Volatility Portfolio ETF |
SPY | SPDR S&P 500 |
STPZ | PIMCO 1-5 Year US TIPS Index ETF |
TRND | RBS US Large Cap Trendpilot ETN |
USMV | iShares MSCI USA Minimum Volatility |
VCSH | Vanguard Short-Term Corporate Bond ETF |
VGK | VANGUARD EUROPEAN ETF |
VWO | Vanguard FTSE Emerging Markets ETF |
Founder and Managing Partner | |
Wiser Private Equity Real Estate LLC | |
February 2013 - Present (10 years 6 months) | |
Wiser Private Equity Real Estate LLC is a private equity fund that invests in real estate in the Bluffton and Hilton Head, South Carolina area. The LLC is made up of qualified investors of Wiser Wealth Management Inc. |
President | |
Wiser Wealth Management | |
June 2001 - Present (22 years 4 months) | |
Wiser Wealth Management, Inc.offers FEE ONLY portfolio management, Tax Prep, estate planning, and business retirement plans. |
Berry Colllege | |
BS | |
1997 / 2000 | |
Finance |
Wiser Wealth Management Blog | |
Casey Smith | |
Wiser Wealth Management | |
We help you identify, understand, and commit to a long-term planning and investment objective that is realistic and appropriate. Our investment and planning solutions are based on putting you first by operating as a fee-only firm and accepting fiduciary responsibility. Quality legal, tax and bookkeeping services support your long-term goals. |
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