Author: WiserAdvisor Insights
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Estate Planning Checklist for Pre- and Post-Death Planning
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 ... -
Fee vs. Commission-Based Financial Advisors: What’s the Difference?
The compensation model is one of the most important things to consider when hiring a financial advisor. After all, your relationship with your advisor ... -
The 6 Key Strategies for Managing Investment Risks
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 ... -
How to Invest $1 Million in Passive Retirement Income
Is a million dollars enough to retire? It can be, but what you do with that money is just as important as having it. ... -
The Next Steps After Hiring a Financial Planner for Your Future
Hiring a financial advisor is a big step, but your work does not end there. Setting the right tone is essential from day one. ... -
What Lies Ahead for the Markets and Economy After the Fed Rate Cut?
The Federal Reserve recently announced a cut to its benchmark interest rate, setting it at a target range between 4.75% and 5.00%. This half-point ... -
Why is Goal Setting Important for Financial Planning?
Just like in life, setting a goal is crucial in financial planning. You have a clear target to work toward when you set a ... -
Financial Advisors for Military Personnel
The reasons for joining the armed forces may vary. From the need for adventure to patriotism, the army offers it all. While jobs in ... -
5 Things Wealthy People Do to Stay Rich
Wealth maintenance goes beyond just earning a high income. It involves a strategic approach to managing, preserving, and growing assets over time. High-net-worth individuals ... -
Common Assumptions That May Negatively Impact Your Retirement Plan
Planning for retirement is one of the most critical financial decisions a person can make, yet it’s often riddled with assumptions that can be ...
