Retire Wise, LLC

07/18/2026

In retirement, your savings need to support your lifestyle, but the bigger questions matter too: How will you spend your time? What will give you purpose? What kind of legacy do you want to leave?

07/16/2026

What can Toy Story teach us about retirement? More than you might think! 🚀

In this episode, we're using some of Toy Story’s most memorable lines to explore the realities of retirement 👇

Don't miss out on the fun: https://youtu.be/NkcHiT4ePpc

07/16/2026

Have you checked in on your financial goals lately? 🎯

A mid-year review can help you understand where you stand and what to focus on for the rest of 2026. 📅

Ready for a financial check-in? Give our team a call or visit our website to schedule a conversation.
📞 404-692-1233
🌐 retirewisepro.com

07/15/2026

Taxes don't necessarily end when your paycheck does.
Many retirees are surprised to learn that certain retirement income sources may still be taxable, which can affect how much income they actually have available to spend.

In this week's Wise Wednesday video, Shawn shares why understanding taxes before retirement is an important part of building a well-rounded retirement strategy.

💭Have you thought about how taxes may fit into your retirement plan?

🌐 Learn more: www.retirewisepro.com
📞 Questions? Give us a call at 404-692-1233.

07/13/2026

Research shows that average fund expense ratios have fallen significantly over the past 20 years. If your fund lineup hasn't been reviewed recently, you could be paying more than you need to — and even small fee differences can compound meaningfully over a decade. A portfolio review that includes a fee audit is one of the simpler ways to potentially keep more of what you've earned.

The years around retirement are when alignment matters.

07/09/2026

Q1 was a reminder not to panic. Q2 is a reminder not to get carried away. Same message, either way: markets rise, markets fall, and a long-term plan is built for both. My Q2 update is out: the rebound, the risks, and what I'm keeping an eye on. Read our report https://financeinsights.net/AlMGHYA2OfrkK0nTZmvwNi7gd31

Read our report

07/09/2026

Please join us in supporting this great nonprofit that we support in our community. They do so many great things for our community and serve the special needs adult community. We are blessed to know and support them. Check out their video below and you can use this link to donate!
https://secure.givelively.org/donate/special-kneads-and-treats-inc?fbclid=IwY2xjawS8hKRleHRuA2FlbQIxMABicmlkETF3MkxEbVJ4NHRVTmRRVFg4c3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHkytOAGi1ZE3oSBtRZjfcaScZpsF1jEEeQY7Iujy1v1t87PxHaifpycn9YV5_aem_yob851ZeOyQ7qDLrO4JtrA

We love Special Kneads and Treats, Inc.

07/08/2026

Looking ahead to retirement? Join us for a complimentary educational retirement workshop!

Retirement planning can feel overwhelming, but you don't have to navigate it alone. Join us for an informative evening where we'll discuss key retirement topics and answer some of the questions that may be on your mind.

👥Bring a guest! If you have a friend or family member who could benefit from learning more about retirement planning, we'd love to welcome them too.

Light refreshments will be served.

Workshop Details:
• 📅 Tuesday, July 14 or Thursday, July 16
• 🕡 6:30 PM
• 📍 Lawrenceville Arts Center: 125 N. Clayton St. Lawrenceville, GA 30046

Reserve your seat today! Space is limited.

👉 Visit www.retirewisepro.com to register.

07/06/2026

Tax planning isn’t about avoiding taxes completely. It’s about creating a strategy so you don’t pay more than necessary.

07/06/2026

The average expense ratio for US mutual funds has dropped by more than half over the last 20 years. If your fund lineup hasn't been reviewed recently, you might still be paying two or three times the current average. On a $500K portfolio, even half a percent adds up. Some things are worth a second look.

Expense ratios have dropped a lot since 2005.