Author: WiserAdvisor Insights
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The Complete Guide on Financial Planning for Couples
According to a recent survey of Certified Divorce Financial Analysts (CDFA) professionals, the top three reasons couples split up are basic incompatibility, infidelity, and, ... -
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 ...
