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Financial Planning and Strategies

Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

The Financial Process As every process, financial planning has steps that help you to make this process easier and even beneficial. So,...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

When you’re getting serious with someone, you’ll need to initiate many serious conversations — getting married, having...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

By Paula Pant. Do you think that just because you're young, you don't need to worry about money? Guess again. Whether you're a high...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

To keep your car running smoothly, you need to give it an occasional tune-up. The same is true for your personal 'financial engine' - if...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

Comprehensive financial planning is important for any investor seeking a secure financial future. But for physicians, effective planning is...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

"He who is fixed on a star does not change his mind." - Leonardo Da Vinci Have you ever thought about how powerful setting specific...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

In my previous articles, I talked about clarifying those things in life that are truly important to you - your values. I also discussed...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

It can be difficult to decide where to allocate your funds when you want to both increase your investment portfolio and reduce your...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

"When your values are clear, your decisions are easy." - Roy Disney If managing your financial future were an Olympic event, would you...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

Before you start investing your family's hard earned assets, having a sound financial plan in place is the key to making sure your...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

This year, tax laws take effect that impact investors in a variety of ways. There's plenty of good news: Investors can save more for...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

As you encounter major life events, different financial matters will be of primary concern. For instance, your financial concerns when you...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

"I'll get to it tommorrow." "We have plenty of time. " "I don't have to worry about that for 20, 30 or 40 years. " "I can't think...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

It is critical that the American public begin prioritizing capitalizing their personal finances. The average family spends 34.5% of every...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

I know that many of you, especially if you are self employed, don't always stick to a plan when it comes to managing your finances....
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

Investing is a lifelong process, and the sooner you start, the better off you'll likely be in the long run. The first part of that process...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

Did you know that a large percentage of today's millionaires have accumulated their wealth in one generation. No we are not talking about...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

There is another approach, which I believe makes much more sense, one based less on pie-in-the-sky and more on what we can realistically...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

Financial rules of thumb are designed to give you quick guidelines for your finances. However, you shouldn't follow them without giving...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

By definition, achieving your financial goals requires the accumulation of financial assets. How quickly you accumulate the needed assets...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

Whether you are the fiduciary of a pension plan or an individual investor, one of the most important steps you can take in your investment...
Personal Finance | Financial Planning and Strategies | Wiseradvisor.com

One of the surest ways to sabotage your financial goals is to take on an excessive amount of debt. Unfortunately, it's not difficult to...
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