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Video Episodes more »
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What’s In an Estate Plan – The Wealthy and Wise Episode 2
It is a universal truth that death is the only certainty in life. Creating an -
How to Choose an Investment Advisor – The Wealthy and Wise Episode 1
Welcome to Episode 1 of The Wealthy and Wise where we talk about how to -
Meet Deirdre R. Wheatley-Liss, Esq., Co-Host of The Wealthy and Wise
Meet Deirdre and find out more about her practice and why she and Laura Mattia joined their
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Blog Posts more »
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Press Release – Announcing The Wealthy and Wise Launch
ANNOUNCEMENT Laura Mattia, from Baron Financial Group and Deirdre R. Wheatley-Liss, from Fein, Such, Kahn -
Got Questions? We’ve got Free Advice.
The word “Free” got your attention, didn’t it? Well, we want to know what you -
11 Days to Launch – Looking for your Questions
Laura and Deirdre have been working at adding great content so that The Wealthy and
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Spotlights more »
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Risky Business – The Risk of Investing (Spotlight Video)
Laura Mattia talks about how many investors miss the mark by focusing on return, not -
2011-2012 Tax Sale – Gift, Estate and Generation Skipping Taxes
2011 and 2012 offer an unprecedented opportunity to save transfer taxes as the exemption amount
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Podcasts more »
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Getting Your Money’s Worth
Financial Planning is no longer a “when I get around to it” plan. Now you
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Other Recent Articles
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Countdown to Launch – April 1!
We are so excited that April 1 is no longer a day for fools! Instead, it is the official launch date of The Wealthy and Wise Community. What can you expect? Unbiased talk about protecting and growing weath Resources for the middle-class millionaire to control their money and make it work for them Understand sophisticted [...]
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Coming soon…But We Need Your Help!
Deirdre and Laura are excited to be launching videos, podcasts and information that you need to know to protect and build your wealth. We need your help! Can you please post comments about what questions you have about protecting and building wealth? Are there topics you would like a basic overview of? Are there concepts [...]