Author: WiserAdvisor Insights
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Deciding What to Do with Your 401(k) Plan When You Change Jobs
Changing jobs is often a moment of optimism and renewed purpose. New responsibilities. Better compensation. Maybe even a new city. But amid the excitement ... -
How to Avoid Paying Too Much in Estate Tax
Planning your estate isn’t just for ultra-wealthy individuals anymore. With rising home values, growing retirement portfolios, and the sunset of generous federal exemptions on ... -
How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst Uncertainly
When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, it brought a lot of changes to the U.S. tax code. It ... -
Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea
If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you ... -
What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?
Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? Yes! The numbers you saw on your ... -
The Role of Financial Advisors in Managing Healthcare Expenses
Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. In 2023, the United States’ National Health Expenditure (NHE) ... -
Essential Steps to Creating a Comprehensive Estate Plan
Estate planning is not just for the wealthy; it is essential for anyone who wants to ensure their assets are managed and distributed according ... -
5 Ways to Protect Your Finances in 2025 from a Recession
You hear the word recession and might be reminded of the Great Recession from late 2007 to mid-2009. A recession is typically defined as ... -
5 Best Long-Term Investment Strategies for 2025
“Good things come to those who wait.” Haven’t you heard that time and again? There is a reason some sayings stand the test of ... -
Key Trends and Concerns for Investors in 2025
This is an interesting time for the world. New advancements, disruptions, and innovations are all around. Whether it is finance, technology, healthcare, entertainment, or ...
