FEATURED BLOGS

Planning for Your Retirement Lifestyle

Many financial planners will focus exclusively on your portfolio. They’ll help you plan your retirement finances down to the cent. However, a large majority of financial planners stop there.

Avoiding Lifestyle Inflation

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. ​​
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Stay up to date on all of our BeWi$e Blogs!

The Compound Interest Series:
$50/month

Spring Cleaning: Documents Edition

Should You Add A Trust To Your Estate Plan?

Benefits of Contributing to Your IRA Before The IRS Deadline
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

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