FEATURED BLOGS

Spring Cleaning: Documents Edition

With the thought of spring cleaning on my mind, let me lay out a few documents that you should keep and others that you should feel comfortable shredding or disposing of properly.

Should You Add A Trust To Your Estate Plan?

The Benefits of Contributing to Your IRA Before The IRS Deadline

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MEET TONY

Tony Velasquez runs Wisely Advised, LLC a full-service Registered Investment Advisory Firm offering Financial Planning and Investment Advisory services to individuals, families, and businesses. 
 
Whether it's traveling, being at the beach, or at his family's ranch in Texas, Tony loves enjoying time with his family and friends. ​​
THE 10-POINT
​RETIREMENT CHECKLIST
​SAVE EARLY, SAVE OFTEN
Your guide to preparing for retirement

Charitable Giving as a Retiree

Is your advisor fee-only?

Caring for Aging Parents 

The Benefits of Compound Interest

Understanding Medicare

Building a ​Retirement Budget

Financial Planning and the New Tax Code

Avoiding Lifestyle Inflation

Are You Adequately Insured?

Vehicles to Help Save for Your Child's Education

Four Estate Planning To Do's To Add To Your List

How Much Money Do You Need to Retire?

Understanding Your Risk Tolerance

Know Your Net Worth

Saving for Retirement? It's Never Too Late