Wealth Planning

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Wealth Management | Wealth Planning | Wiseradvisor.com
Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others, and instead of facing...
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Wealth Management | Wealth Planning | Wiseradvisor.com
Should You Gift Your Heirs Now? Or Wait?

By Paula Pant. You're in your golden years, and you're thinking hard about estate planning. You want to leave gifts for your heirs, but should you wait until you pass away? Or should you give some money to them now? First,...
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Wealth Management | Wealth Planning | Wiseradvisor.com
Preserving Wealth: Planning Steps for Your Stage of Life

The current tax law calls for a gradual increase in how much you can leave behind to loved ones over the next several years. Then, in 2010, the entire estate tax is scheduled to be repealed, only to revert back to 2001...
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Wealth Management | Wealth Planning | Wiseradvisor.com
10 Strategies for Preserving Your Wealth

You may not think of yourself as wealthy, but when you have accounted for your home, investments, personal property, retirement accounts, and all insurance that you own in your name, you may have assets over $1.5 million and...
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