WiserAdvisor Blog
5 Min Read
12 Jan 2026
Financial Advisor Interview Tips
When meeting potential financial advisors, approach the first discussion like an interview. Ask questions that help you assess their ability to manage your finances appropriately. A good advisor will ask you about your goals, your current financial situation, future plans, and comfort with risk so they can begin shaping an investment strategy aligned with your […]
12 Min Read
09 Jan 2026
What are Financial Advisor Disclosures and Why Do They Matter?
Isn’t it always better when you know what to expect? When you buy a house, you want to know whether the neighbourhood suits your vibe. When you plan a vacation, you check if the destination has good places to eat and things to do before booking your tickets. Even at work, when you hire someone, […]
11 Min Read
08 Jan 2026
Do I Need a Financial Advisor or an Accountant?
Financial planner vs accountant, which one should you choose? If you are stuck between the two, the first step is to slow down and understand what each professional actually does. Both play essential roles in your financial life, but the services they offer can significantly differ. A financial advisor offers a more comprehensive set of […]
11 Min Read
08 Jan 2026
Financial Planning for High-Net-Worth Individuals
High-net-worth financial planning is a multifaceted task that requires attention to several moving parts. For individuals with a certain level of wealth, it becomes important to approach financial planning with sincerity to ensure long-term security and continued growth. The U.S. has close to 34% of the world’s liquid private wealth. It is also home to […]
12 Min Read
06 Jan 2026
A Retirement Planning Guide for High-Net-Worth Individuals
The U.S. Securities and Exchange Commission (SEC), in its Form ADV documentation, explains that someone is generally considered a High-Net-Worth Individual (HNWI) if they have at least $1.1 million in assets managed by a financial advisor or a net worth of more than $2.2 million, excluding the value of their primary residence. If you fall […]
11 Min Read
29 Dec 2025
What is a Fiduciary Financial Advisor?
Did you know the word fiduciary comes from the Latin words fidere, which means to trust, fiducia, which means trust, and fiduciarius, which refers to holding something in trust. Sometime in the 17th century, the word made its way into English and was used to describe something that inspires trust. Over the years, it has […]
10 Min Read
24 Dec 2025
7 Ways Education Planning is Important for Your Child’s Future
Education plays a huge role in how a child understands the world. It is not just about learning science or math. Education helps your child appreciate art, philosophy, literature, and so much more. It influences how they think, make decisions, and perceive life. Over time, it helps them grow into informed and tolerant individuals. But […]
11 Min Read
23 Dec 2025
Portfolio Risk Management: How to Measure and Manage Portfolio Risk
Whenever you invest your money in the market, a certain level of risk naturally comes with it. Your investments may lose value, your returns may fall short of your expectations, you may not be able to withdraw funds when you need them most, inflation may erode your long-term wealth, or in rare cases, an asset […]
11 Min Read
18 Dec 2025
What is the cost of a financial advisor?
How much does a financial advisor cost? This is one of the first questions most people ask when someone suggests hiring a professional. Cost matters in every decision you make, but it becomes especially important when you are hiring a financial advisor. An advisor is supposed to help you build and preserve your money. Naturally, […]
14 Min Read
15 Dec 2025
Key Differences Between Asset Management and Investment Management
As you approach retirement, managing your wealth and understanding the services available to you becomes increasingly important. The terms asset management and investment management often appear in discussions about financial planning, yet they are easily confused. On the surface, they might seem synonymous as both involve managing your money. However, the truth is, there are […]
12 Min Read
12 Dec 2025
8 Ways to Pass on an Inheritance
For many Americans approaching retirement, the task of passing wealth to the next generation goes far beyond deciding who gets what. It’s about striking a balance between fairness and practicality, safeguarding assets from unnecessary taxes or disputes, and ensuring the legacy reflects both values and financial intentions. A will alone, while important, often leaves gaps, […]
8 Min Read
12 Dec 2025
5 Tips on Using an IRA to Pay for Education
For many families, higher education feels like both a milestone and a minefield, a proud investment shadowed by ever-rising costs. As tuition bills stretch into six-figure territory, even disciplined savers start looking beyond 529 plans and education loans for ways to bridge the gap. That’s often when another pool of money comes into view: the […]
10 Min Read
09 Dec 2025
Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical
Most people think of estate planning as a matter of paperwork (wills, a trust, a conversation with an attorney once in a while). The reality is far more complex. An estate plan is the mechanism by which your life’s work is transferred, protected, and carried forward. It determines not just who receives what, but also […]
11 Min Read
14 Nov 2025
Education Planning Tips for Self-Employed Parents
According to the Bureau of Labor Statistics, as of 2024, 16.75 million workers in the U.S. were self-employed. This makes up approximately 10% of the country’s total workforce. Self-employment can be a real boon. It gives you freedom, flexibility, and control over your work hours. You get to be your own boss, which can be […]
10 Min Read
12 Nov 2025
Fee vs. Commission-Based Financial Advisors: What’s the Difference?
Just as there are endless types of food, clothing, and travel destinations, there are also different types of financial advisors. And just like you would never pick a restaurant, a pair of jeans, or a vacation spot without checking things out first, choosing the right advisor also deserves a bit of research. Now, research is […]
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.