Wisdom Financial Planning

Financial Planning For IRA Millionaires

Serving Retirees & Those Nearing Retirement

Based In Tampa, FL|Serving Clients Nationwide

Charitable giving isn’t just generous—it’s smart.

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3 Simple Steps To Gain Confidence In Your Retirement

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7 Smart Charitable Giving Moves for Retirees (Including QCDs)

7 Smart Charitable Giving Moves for Retirees (Including QCDs)

How Qualified Charitable Distributions (QCDs) Can Cut Taxes and Satisfy Your RMD

How Qualified Charitable Distributions (QCDs) Can Cut Taxes and Satisfy Your RMD

Year-End Charitable Giving: The 6 Smartest Moves for Tampa Bay Retirees

Year-End Charitable Giving: The 6 Smartest Moves for Tampa Bay Retirees

Grateful, Prepared, and Tax‑Smart: A Thanksgiving Checklist for Your Heirs

Grateful, Prepared, and Tax‑Smart: A Thanksgiving Checklist for Your Heirs

Beneficiary Designations That Actually Match Your Intent: Preventing Heir Tax Spikes After the SECURE Act

Beneficiary Designations That Actually Match Your Intent: Preventing Heir Tax Spikes After the SECURE Act

The 10-Year Rule Playbook: How to Prepare Your Heirs for Inherited IRAs Without Overpaying the IRS

The 10-Year Rule Playbook: How to Prepare Your Heirs for Inherited IRAs Without Overpaying the IRS