Author: WiserAdvisor Insights
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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 ... -
2025 Wealth Preservation Strategies
As a high-net-worth individual, you already know how much work goes into building wealth. Yes, you have worked hard to build your wealth, but ... -
Avoid Making These Mistakes to Safeguard Your Wealth
Earning money is just the beginning. Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Wealth management ... -
Impact of New Tariffs on Your 401(k) by Age
A number of changes have been proposed and implemented since President Donald Trump returned to office. One of the most significant ones has been ...
