WiserAdvisor – Blog

Main Menu

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning
logo
I Want to Take Charge.
HELP ME FIND AND COMPARE TOP VETTED FINANCIAL ADVISORS IN MY AREA.

FINRA/SEC Registered Advisors

  Your Information is Safe and Secure

WiserAdvisor – Blog

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning

Estate Planning

Home›Category: "Estate Planning" (Page 2)
  • Estate palnning Doucuments to be prepared
    Estate Planning

    5 Essential Estate Planning Documents to Be Prepared Amid the COVID-19 Pandemic

    By WiserAdvisor Insights
    April 15, 2020
    The outbreak of the Coronavirus (COVID-19) pandemic has infused a sense of vulnerability, especially among those who have not yet planned for the distribution ...
    Read More
  • Estate-Planning
    Estate Planning

    Three Estate Planning Mistakes Investors Make with IRAs and 401(k)s

    By WiserAdvisor Insights
    March 10, 2020
    People make savings and investments keeping in mind the needs of their families. Most of the time, one generation is diligent and resourceful to ...
    Read More
  • Estate-Planning
    Estate Planning

    Three Estate Planning Documents Everyone Needs

    By WiserAdvisor Insights
    March 5, 2020
    Estate planning is a broad concept encompassing financial planning and related aspects. As important as it should be, most people tend to exclude it ...
    Read More
  • Trust-based-Estate-Plan
    Estate Planning

    6 Things to Know About A Trust-Based Estate Plan

    By WiserAdvisor Insights
    January 7, 2020
    Estate planning can seem tricky. It is a big responsibility to ensure that your descendants are secure and content when you are not around ...
    Read More
  • Living-Trust
    Estate Planning

    Living Trusts: Facts and Fiction

    By WiserAdvisor Insights
    November 24, 2019
    Estate planning, simply put, is the management and distribution of one’s assets after their death or incapacitation. Its primary objective is to distribute a ...
    Read More
  • Estate-Plan
    Estate Planning

    Does Your Estate Plan Work?

    By WiserAdvisor Insights
    November 23, 2019
    Estate planning is an indisputable way to a secure future. Starting with the simple step of making a will, estate planning can also involve ...
    Read More
  • Estate-Taxes
    Estate Planning

    Tips to Minimize Estate Taxes with Proper Estate Planning

    By WiserAdvisor Insights
    November 11, 2019
    Estate planning is often an ignored subject, yet an important one which should be on the top of your priority list. More than half ...
    Read More
  • planning
    Estate Planning

    Importance of Tidying Up Your Estate Plan So Your Loved Ones Face No Inconvenience

    By WiserAdvisor Insights
    October 16, 2019
    The importance of estate planning has been talked about enough. Everyone knows how essential it is to have a will and yet you find ...
    Read More
  • estate
    Estate Planning

    Things You Need to Know About Estate Planning in a Second Marriage

    By WiserAdvisor Insights
    October 10, 2019
    Estate planning is the most multi-faceted aspect of financial planning. It involves emotions and relationships, and is perhaps the only part of personal finance ...
    Read More
  • Estate-Planning-Myths
    Estate Planning

    10 Estate Planning Myths That Can Cost You

    By WiserAdvisor Insights
    August 21, 2019
    Most adults tend to forego estate planning in their financial goals strategy. There are several misconceptions around estate planning that deter people from exploring ...
    Read More
1 2 3

Don't miss out! Get our Helpful Financial Tips Newsletter

  • Popular Posts

  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    July 8, 2019
  • retirement-accounts

    Choosing the Best Retirement Accounts

    By WiserAdvisor Insights
    July 8, 2019
  • Retirement-Planning

    Retirement Planning checklist

    By WiserAdvisor Insights
    July 8, 2019
  • Why investing for goals is the right way of investing

    Why Investing for goals is the right way of Investing?

    By WiserAdvisor Insights
    July 16, 2019
  • Portfolio diversification

    5 Dangers of Over-Diversifying your Portfolio

    By WiserAdvisor Insights
    July 26, 2019
  • Financial Planning for couple

    The Complete Guide on Financial Planning for Couples

    By WiserAdvisor Insights
    August 1, 2019
  • Roth-IRA

    Can You Open a Roth IRA After You Turn 60?

    By Jonathan Dash
    December 19, 2021

Categories

  • Business Finance (2)
  • Education Planning (29)
  • Estate Planning (22)
  • Financial Advisor (1)
  • Financial Advisor Guide (36)
  • Financial Planning (123)
  • Investment Management (72)
  • Personal Finance (13)
  • Portfolio Management (1)
  • Retirement (30)
  • Retirement Healthcare (1)
  • Retirement Planning (79)
  • Retirement Plans (1)
  • Uncategorized (2)

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.

Follow Us

  • Recent

  • Popular

  • What to Do If You Are 50+ With Over $2 Million in Your 401(k)

    What to Do If You Are 50+ With Over $2 Million in Your 401(k)

    By WiserAdvisor Insights
    September 27, 2023
  • What is a Vested Balance In Your Retirement Account?

    What is a Vested Balance In Your Retirement Account?

    By Jonathan Dash
    September 20, 2023
  • The Most Important Factor You’re Probably Overlooking In Your Retirement Planning

    The Most Important Factor You’re Probably Overlooking In Your Retirement Planning

    By WiserAdvisor Insights
    September 13, 2023
  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    July 8, 2019
  • retirement-accounts

    Choosing the Best Retirement Accounts

    By WiserAdvisor Insights
    July 8, 2019

Contact Us

Corporate Headquarters

12150 Monument Drive, Suite 700
Fairfax, VA, 22033

Business Hours

8:30 AM – 5:00 PM EST (Monday – Friday)

Email Address

wa.assistance@wiseradvisor.com

Phone Number

(703) 651-2060

Fax Number

(703) 259-4487

  • Privacy Policy
  • Terms & Conditions
© Copyright 2023 WiserAdvisor.com. All Rights Reserved.