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WiserAdvisor – Blog

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Author: WiserAdvisor Insights

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WiserAdvisor Insights

A team of dedicated writers, editors and finance specialists sharing their insights, expertise and industry knowledge to help individuals live their best financial life and reach their personal financial goals. We believe that there is no place for fear in anyone's financial future and that each individual should have easy access to credible financial advice.

  • How to Incorporate 529 Plans into Your Estate Plan?
    Estate Planning

    How to Incorporate 529 Plans into Your Estate Plan?

    By WiserAdvisor Insights
    January 13, 2025
    A 529 plan is a savings tool that is typically used to save for a child or grandchild’s education expenses. Apart from parents and ...
    Read More
  • Financial Advisor Guide

    Year-End and Holiday Money Mistakes to Avoid

    By WiserAdvisor Insights
    January 8, 2025
    The holiday season can be a tricky time for your wallet. With your friends and family around, it is easy to get swept up ...
    Read More
  • How 529 Plans Help Manage Costs and Maximize Education Savings
    Education Planning

    How 529 Plans Help Manage Costs and Maximize Education Savings

    By WiserAdvisor Insights
    January 7, 2025
    The cost of higher education in the United States has been steadily increasing. This places a significant financial burden on students and their families. ...
    Read More
  • Key Components of Financial Planning for High-Net-Worth Individuals and Families
    Financial Planning

    Key Components of Financial Planning for High-Net-Worth Individuals and Families

    By WiserAdvisor Insights
    December 5, 2024
    The global population of High-Net-Worth Individuals (HNWIs), defined as those with at least $1 million, has increased all over the world, with significant growth ...
    Read More
  • Retiring Soon: How do I Structure My $1 Million Portfolio at Age 65?
    Retirement Planning

    Retiring Soon: How do I Structure My $1 Million Portfolio at Age 65?

    By WiserAdvisor Insights
    December 3, 2024
    Retiring is a big milestone. If you are 65 and have built a $1 million portfolio, you have a solid foundation. But you will ...
    Read More
  • Financial Strategies Wealthy People Use to Maintain Their Wealth
    Estate Planning

    Estate Planning Checklist for Pre- and Post-Death Planning

    By WiserAdvisor Insights
    November 19, 2024
    Estate planning refers to the management and distribution of an individual’s assets in the event of their incapacitation or death. It goes beyond just ...
    Read More
  • Fee vs. Commission-Based Financial Advisors: What's the Difference?
    Financial Advisor Guide

    Fee vs. Commission-Based Financial Advisors: What’s the Difference?

    By WiserAdvisor Insights
    November 14, 2024
    The compensation model is one of the most important things to consider when hiring a financial advisor. After all, your relationship with your advisor ...
    Read More
  • The 6 Key Strategies for Managing Investment Risks
    Investment Management

    The 6 Key Strategies for Managing Investment Risks

    By WiserAdvisor Insights
    November 12, 2024
    A high-risk investment strategy may bring you the prospect of high returns, but it also comes with more volatility and a fair share of ...
    Read More
  • How to Invest $1 Million in Passive Retirement Income
    Retirement Planning

    How to Invest $1 Million in Passive Retirement Income

    By WiserAdvisor Insights
    November 8, 2024
    Is a million dollars enough to retire? It can be, but what you do with that money is just as important as having it. ...
    Read More
  • The Next Steps After Hiring a Financial Planner for Your Future
    Financial Advisor Guide

    The Next Steps After Hiring a Financial Planner for Your Future

    By WiserAdvisor Insights
    November 6, 2024
    Hiring a financial advisor is a big step, but your work does not end there. Setting the right tone is essential from day one. ...
    Read More
1 2 3 4 5 6 … 45

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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.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

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