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Financial Advisor

NEWEST BLOGS

Savings

The Benefits of Compound Interest

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Compound Interest

The Compound Interest Series:​ $100/month

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Retirement Planning

Planning for Your
​Retirement Lifestyle

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Investment Management

Avoiding Lifestyle Inflation

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MEET TONY

Investment Advisor
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. ​​
​

Stay up to date on our BeWi$e Blogs!

The Compound Interest Series:
$50/month

Accounting
READ NOW

Spring
Cleaning:
Documents Edition

Tax Preparation
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Should You Add A Trust To Your Estate Plan?

Estate Planning
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Contributing to Your IRA Before The IRS Deadline

Payroll
READ NOW
THE 10-POINT
​RETIREMENT CHECKLIST
Retirement Planning
​SAVE EARLY, SAVE OFTEN
Your guide to preparing for retirement
Investment Management
Tax Planning

Charitable Giving as a Retiree

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Investment Advisor

Is your advisor fee-only?

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Estate Planning

Caring for Aging Parents 

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Retirement Planning

Your Toolbelt For Asset Allocation in Retirement

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Estate Planning

What Happens to Your Money ​When You Pass Away?

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Retirement Planning

What Are Your Retirement Goals?

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Investment Management

Rebalancing Your Investment Allocation 

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Financial Advisor

Should You Pay Off Your Mortgage In Retirement?

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Payroll

Checking a Box: Automating Contributions 

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Insurance

Understanding Medicare

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Retirement Planning

Building a ​Retirement Budget

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Retirement Planning

How to Grow Your Retirement Income

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Tax Preparation

Financial Planning and the New Tax Code

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Are You Adequately Insured?

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Vehicles to Help Save for Your Child's Education

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

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How Much Money Do You Need to Retire?

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Understanding Your Risk Tolerance

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Know Your Net Worth

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Saving for Retirement? It's Never Too Late

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SCHEDULE A CONSULTATION
Advisory services offered through Wisely Advised, LLC.  An Indiana Registered Investment Advisor.
​
© COPYRIGHT 2021. ALL RIGHTS RESERVED.
  • Home
  • Accounting
    • Individual Tax
    • Business
    • Payroll
  • Investing
    • For Individuals
    • For Businesses
  • The Team
    • Accounting
    • Investments
  • Contact
    • Get in Touch
    • Schedule a Consultation
  • Client Login
    • TD Ameritrade
    • Blueleaf
  • BeWise
    • Become an Ambassador
    • BeWise Blog