Zeiser Wealth Management LLC

08/28/2026

Today’s retirees are spending far more than their parents did.

08/21/2026

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation.

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation. These include timing the sale of your capital assets, using capital losses effectively, and passing assets to heirs at your death. In addition, you m...

08/18/2026

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already hinting at something new — earlier sunsets, a slight cool in the morning, and a quiet sense that a fresh season is just around the corner.

It can be tempting to hold on to what is familiar and comfortable, but this month is a gentle nudge to look forward instead. This is the moment to channel something new: a goal, a habit, or a mindset shift that moves you toward the next chapter with intention.

As we move through August, what is one thing you are ready to build or step into? Feel free to share it in the comments. We would love to hear what you are looking forward to.

08/14/2026

When you're working you relied on a paycheck from your job; but in retirement you often need to create your own.

08/11/2026

Wealth isn’t just income. Net worth, debt load, retirement savings, and financial flexibility all shape how secure you really are. Here's what to know.

08/11/2026

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go-to iced drink. Next, a chill in the air makes you believe fall might be right around the corner, making a warm drink sound pretty perfect.

So we want to know, where do you stand as we head into the final stretch of summer?

🧊 Vote iced drink
☕ Vote warm drink

Drop your pick in the comments. We are curious to see which side takes the win this month!

08/07/2026

Workers often focus solely on their retirement savings balance. But figuring out how you want to spend the rest of your life could be job No. 1.

08/05/2026

Even those with modest means can grow their nest eggs bigger than they might think.

08/04/2026

August is filled with moments that remind us of what can happen when someone dares to do something never done before, moving the rest of the world forward with them. Here are a few milestones we are celebrating this month:

🌊August 6, 1926 - Gertrude Ederle became the first woman to swim across the English Channel, completing the 21-mile crossing in 14 hours and 31 minutes. Not only did she make history, but she also beat the existing men's record by nearly two hours.

🎵August 12, 1877 - Thomas Edison invented the phonograph, giving the world its first device capable of recording and playing back sound. The first words captured were a simple recitation of "Mary Had a Little Lamb.”

📺August 29, 1997 - Reed Hastings and Marc Randolph founded Netflix in Scotts Valley, California, starting out as a simple DVD rental service by mail. Netflix eventually grew into one of the most influential entertainment platforms in the world.

These moments continue to inspire conversations about courage, creativity, and the lasting impact of one bold step into the unknown.

Which of these August milestones speaks to you the most? Drop a comment and share your thoughts!

08/03/2026

With back-to-school season here, we are sending our warmest wishes to all of the families in our network. We hope each of you has a wonderful start to the new school year!

And if there is anything you would like to discuss before the end of the year, please don't hesitate to reach out to us. We are here to help.