Pam Wise - Wise Investment Sevices

09/09/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

09/07/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

09/04/2026

Raising kids is expensive. That’s why it’s so important to talk to them from an early age about all aspects of money.

Here are some practical tips for teaching your kids how to build a confident financial future

09/02/2026

Confidently plan for your child’s future with special needs financial tools and government benefits.

Financial planning tips, including ABLE accounts and special needs trusts, for parents of children with special needs.

08/31/2026

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term money goals.

A diverse portfolio can be more than stocks and bonds.

08/28/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

08/27/2026

Unfortunately I need to cancel this month’s Women, W**e, and Wealth due to my travel to my daughter’s wedding. I was overzealous in my planning. We will pick back up in September!

08/26/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

08/24/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

08/21/2026

Retirement is a goal for many people, but preparing for it takes work. Keep these nine things in mind as you think about your retirement and what you want it to look like

Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health