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Tackle These 5 Financial Resolutions in 15 Minutes or Less

Tackle These 5 Financial Resolutions in 15 Minutes or Less

Get the New Year started on the right foot by tackling these five common financial planning issues. The best part? None of them will take you more than 15 minutes to accomplish.   The New Year... more

3 Investing Lessons We Learned Last Year

3 Investing Lessons We Learned Last Year

It’s time for a look back on 2014. No, we’re not going to discuss Taylor Swift’s latest breakup or Kate Middleton’s newest baby bump. Instead, let’s take a look at this... more

5 Retirement Planning Steps Most People Overlook

5 Retirement Planning Steps Most People Overlook

Your retirement date is rapidly approaching. You’re in good financial health and you feel well-positioned for a secure retirement. But you’re still worried you might be overlooking... more

Finance and investments : Do It Yourself or Hire a Pro?

The Definitive Guide to selecting the right financial advisor for your needs.

I want to take charge.

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Investor Case Studies


Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

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Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

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