About WiserAdvisor University
WiserAdvisor University is designed to provide you with
high-quality information about investing and finance straight
from those who know best: financial professionals.
The University includes hundreds of informative articles on
dozens of topics of interest to individual investors like you.
If you find an article informative and would like to be contacted
by a financial advisor, we encourage you to fill out our simple form.
The WiserAdvisor service is free, objective, accurate, and confidential,
and will match you to qualified financial advisors who can help you reach your investment goals.
About WiserAdvisor.com
WiserAdvisor.com is an independent and unbiased matching service designed to help individuals find the best financial advisors for their unique needs.
This easy-to-use system prides itself on its simplicity and accuracy. After you fill out a simple form, our algorithms search through the thousands of advisors in our system and provide you with up to three advisors who are best able to help you accomplish your goals.
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Finding An Advisor
With so many options available for investment and retirement, effectively choosing and managing which ones will help you and your family realize financial stability can be a daunting task. A financial professional helps you create a sound financial strategy, giving you time to relax and enjoy life. Learn what the role of the financial advisor is, how to choose and evaluate a financial advisor, and how best to evaluate your advisor’s ongoing performance.
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Portfolio Management
Choosing the right investments for your portfolio requires proper planning and diligence. Making the right decisions will bring you closer to realizing your personal financial goals, while making the wrong decisions can make this process more complicated. Learn how stocks, bonds, mutual funds and alternative investments, effectively managed through the right asset allocation, will help you create a sound portfolio strategy.
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Retirement Planning
Proper early planning can mean the difference between a comfortable and a stressful retirement. The earlier you start the more wealth you can build, and the easier you will find your later years. Learn about 401(k)s, Individual Retirement Accounts (IRAs), Social Security and pensions. Discover retirement strategies that will make your retirement years fulfilling and relaxing.
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Estate Planning
You have worked hard to provide for your family’s future, now ensure that you are effectively accumulating and managing your assets for future generations. Learn about wills, trusts, charities, choosing beneficiaries and the role of the estate executor as you design your personal estate plan.
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Insurance
Protecting yourself, your family and your assets from risk is an important aspect of a sound financial strategy. Learn how life and disability insurance can provide for your and your family in times of need, how medical insurance can help cover medical bills, how long term care insurance can ease the financial burden of caring for a loved one for a prolonged period of time, and how annuities can provide recurring income.
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Educational Planning
Ensuring that your children have enough money to attend college is not always an easy task. Developing a sound savings plan requires an effective goal and the proper guidance. Learn about your college savings options, evaluate which methods are best for your family, and develop a sound strategy that will ensure that your child has the resources necessary to succeed.
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Budgeting and Saving
Creating a personal or family budget is one of the cornerstones of a sound financial strategy. Effectively managing how you and your family spend income today can help you plan for the future as well as for unexpected events. Learn how to assess your financial situation, set goals that you can strive to reach, and develop a plan that will help you accomplish your goals.
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Taxes
Paying taxes has become a routine part of our daily lives. We pay taxes on our income, our purchases and our investments. Developing an effective tax strategy for minimizing payouts can help you save additional money. Learn the tax basics, how to maximize deductions, how to minimize estate taxes, and what tax concerns you should focus on.
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Real Estate
Owning a home is often considered one of the American dreams, but obtaining that dream requires proper financial planning and management. Learn about the factors that go into deciding to buy or sell a home, how mortgages work, and how real estate as a source of income might be right for you.
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Business Finances
There are many hurdles that business owners must face. Articles in this section are meant to give you some guidance as you help your business grow and succeed. Learn how to develop a business plan for your new venture, navigate through the maze of retirement and insurance plans for your employees, develop methods to protect company assets, and create effective strategies to ensure that your business thrives for years to come.
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Government and Economics
Regulations set forth by local, state and the federal government are constantly changing. Staying informed and up to date can help you understand what regulatory changes will have an effect on you, your family and your finances. Learn how changes in economic trends, monetary policy and savings rates might create a need to evaluate your financial situation
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Miscellaneous
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