Author: WiserAdvisor Insights
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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 ... -
Is Your Portfolio Primed for the 2024 Elections?
The stock market reacts to many external factors, with politics being a major one. Presidential elections, in particular, can have a wide-reaching impact on ... -
How to Secure a Comfortable Retirement Without a Pension Through Proper Planning
Defined-benefit plans, often referred to as pension plans, are retirement benefits provided by employers. These benefits are typically calculated using factors such as the ... -
529 Plan Rule Changes for 2024 and Their Impact on Your Retirement Planning
The 529 plan is a popular investment vehicle designed for individuals, including parents, grandparents, and others, to save for educational expenses. This tax-advantaged account ... -
How to Transfer Excess 529 Plan Funds to Roth IRAs
The 529 plan is a popular choice for saving for education expenses. Parents and grandparents can use this to support their children’s educational aspirations. ...
