Videos

What Makes Us Different?

People often ask me what makes us different, and my answer is simple. Watch this video to learn what makes Wise Counsel different.

TRS Partial Lump Sum

Teacher Retirement System – Partial Lump Sum Rollover

Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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