Socratic Better Wealth

06/12/2025

💙 We’re Proud to Support Oak City Cares in 2025! 💙

At Socratic Better Wealth, we believe that building Better Wealth means more than just financial planning — it means building stronger communities, too.

That’s why we’ve chosen Oak City Cares as our 2025 Charitable Gift recipient. Their mission to serve and support our neighbors experiencing homelessness speaks directly to our hearts and aligns beautifully with our values.

Oak City Cares provides a safe, welcoming space where individuals can find hope, dignity, and the resources they need to move forward. Just like we build trusting relationships with our clients, they build trust with people who need it most — helping them on their path to safe and stable housing.

We're honored to stand beside this incredible organization and encourage our friends, clients, and community to support them, too!

👉 Learn more or donate at www.oakcitycares.org

Together, we can make a lasting impact. 💫

09/08/2021

With a lack of financial know-how, many of us remain financially dependent on our parents as young adults. If you're looking to be a bit less financially dependent on your family, here's where to start.

08/05/2021

No one's unbiased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.

04/26/2021

With lockdown orders throughout most of 2020 and continuing into 2021, pet adoptions have soared. If you are also looking to adopt a furry friend, these 6 tips can help you save on adoption fees.

04/06/2021

33% of total invested assets are currently placed in sustainably focused investments. With a new administration in Washington, D.C., what could the future look like for environmentally-focused investors?

33% of total invested assets are currently placed in sustainably focused investments. With a new administration in Washington, D.C., what could the future look like for environmentally-focused investors?

03/15/2021

It can be quite challenging knowing which medical and dental expenses you can deduct on your 2020 taxes.

At Socratic Better Wealth, we want to help. Did you know you can deduct certain expenses for guide dogs and other service animals? Here is a link for the full list of deductible medical and dental expenses for 2020:https://www.irs.gov/pub/irs-pdf/p502.pdf

02/28/2021

Coined by Richards, “the behavior gap” refers to the difference between a smart financial decision versus what we actually decide to do. Many people miss out on higher returns because of emotionally driven decisions, creating a gap — “the behavior gap” — between their lower returns and what they could have earned.

As the Coronavirus spreads, worldwide anxiety increases. Explore 4 ways that momentous events can affect investment decisions — and how to remain balanced amidst the fear.

11/17/2020

Here at Socratic Better Wealth, we follow five core principles; transparency, accountability, friendliness, knowledge, and giving. As it relates to giving and positively impacting our community, we have selected our 2020 annual giving recipient. We are proud to announce that the recipient of this year’s gift is the local charitable organization, Dorcas Ministries.

Dorcas provides compassionate assistance to area residents to empower people to become stable and self-sufficient. Since 1968 Dorcas has provided valuable services such as this to the community. After a thorough vetting of this organization, we firmly believe that they will make good use of our gift to continue serving the local community. If you would like more information on this organization and its annual Day of Thanksgiving that starts on November 19th at 8AM, please visit their website at https://dorcasthanksgiving.causevox.com/.

As the holiday season approaches, we want to take this time to say how thankful we are for all of the special relationships we have with our clients. We hope everyone has a safe and joyous holiday season!

10/06/2020

The year 2020 has truly been an enlightening year. With our normal routines being disrupted, we have been given the opportunity to look at our lives through a different lens. Now is the time to take a look at your finances. Have your goals changed? Has your financial situation been impacted? Is it time to start thinking about retirement? Use the remainder of 2020 to reassess your current financial situation and ensure you are on track to meet your goals.

Whether your New Year's resolutions involve losing weight or getting organized, it’s also important to make your finances a priority in the New Year. Here are a few tips to help increase your financial health in 2018.

09/22/2020

Losing a loved one is never easy. If you have recently had a loved one pass, it is important to address the financial decisions below sooner rather than later.

After losing a loved one, finances are the last thing you're worried about. However, taking care of their financial accounts and administrative tasks can keep their assets in good order.

09/01/2020

Even if you are self-employed you can still have a retirement plan. Check out some of these options to learn how you can start saving for your future.

Being your own boss comes with countless benefits, including choosing your ideal retirement plan. If you’re self-employed, here are 6 ways you can save for your golden years.

07/29/2020

Employee Spotlight: Dana Winters

Dana joined the Socratic family in 2014. She helped to create the warm, friendly culture that exists in our office today. Her welcoming smile and friendly attitude will greet you the moment you walk through our doors.

Dana assists our office with welcoming clients as well as guests. She maintains close working relationships with our vendors, ensures our office remains clean and inviting, and oversees our office compliance standards,

We are honored to have her on our team.

Learn more about Dana here: https://socraticbetterwealth.com/your-team/support-team