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Podcast: Father's Day Financial Lessons

As father's day rolls around, we often find ourselves reflecting on our relationship with Dad. We thought it would be neat to hear our very own CEO and father, Jim Wiley, talk with his son and new father, Jason, about some of the financial lessons passed on from one generation to the next. Click below to hear Jim and Jason's father's day reflection.

Podcast: Father's Day Financial Lessons

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Preparing for Your Financial Future Post-Divorce

Divorce is a reality for many individuals and inevitably, these situations also breed dozens of questions surrounding the financial futures of both parties. We at Wiley Group work hard to lend a supportive hand during these types of transitions. Separating can be an incredibly difficult process emotionally, and we strive to make ourselves available in a number of ways, even if it's just to debrief a particular event along the way.

Throughout the transition, it's imperative to recognize the financial implications of a divorce. When the time comes to plan for your new financial situation, a helping hand can go a long way....

The Three Pillar Process to Mastering a Career Transition

When 800 employees, including me, lost their jobs due to company downsizing a few years ago, I witnessed several anxious colleagues not knowing how best to approach their job search. Having previously led the company's talent management group, I became interested in creating a blueprint for those looking for ways to prioritize their next steps. The job search can be an overwhelming process - what do I tackle first, where is the best place to find the company culture I am seeking and how do I effectively expand and leverage my contacts to find the right fit? The following "Three Pillar" process was designed to help answer these questions and can be applied to those who have recently left their job, want to transition to a new career or are searching for their first job after graduation.

Pillar I: "Me" Before you can articulate your value to a potential employer, you must clearly define it for yourself. The best place to start is to identify your top three competencies. However,...

Is a Solo 401(k) Right for You?

For self-employed individuals looking for a retirement savings plan, a Solo 401(k) should be on your list of options. This plan was built specifically for sole proprietors with no full-time employees (other than a spouse), like freelancers or small business owners.

While many in this situation tend to think of IRAs as the only way to save for retirement (either in a SEP, Simple or Roth), Solo 401(k)s provide a multitude of benefits and stack up well...

Understanding the "Why" Behind Your Financial Choices

Most people are used to making financial decisions without questioning their reasoning or factoring in the “why” behind those choices.

At Wiley Group, we believe that being mindful of your decision-making is where financial planning starts. Getting in touch with your consciousness and thinking about the "why" helps us to better...

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