WiserAdvisor Blog
10 Min Read
15 Apr 2022
What are the Tax Brackets and Federal Income Tax Rates for the 2021-2022 Tax Years?
Income tax has always been a challenge to deal with financially as it eats into your capital gains and profits and makes your earnings less valuable. However, every law-abiding citizen has to pay tax no matter if they belong to the working class, have a high-net-worth, an investor, or an inheritor or beneficiary of an […]
12 Min Read
13 Apr 2022
Fee-Based vs. Fee-Only Financial Advisors – Which Advisor Is Right for You?
The term financial advisor has different connotations for different people. For most people, a financial advisor is a professional who helps you make the right investment decision, aiming to maximize returns and minimize risk. Even though offering investment advice is part of a financial advisor’s job, it is not the whole picture. Typically, a financial […]
10 Min Read
04 Apr 2022
How to Build a Complete Investment Portfolio
Financial planning for your future can be challenging as there are so many variables that come into play. Inflation, changing needs, evolving lifestyles and habits, family responsibilities, health concerns, attitudes, and more can impact your future financial requirements. Investing can help cater to all of these needs. However, building an investment portfolio that can comfortably accommodate […]
12 Min Read
31 Mar 2022
How Can A Financial Advisor Help You Manage Your Finances?
Each one of us has certain goals that we wish to achieve. From buying a home to getting married, saving for your child’s education to paying off your debt, lowering your tax burden to building a large retirement corpus, or more. To do all of these things and more, you need a carefully crafted financial […]
13 Min Read
16 Mar 2022
What Is the First Step in Financial Planning?
Financial planning is essential for achieving one’s financial goals. It is a step-by-step approach wherein you create a financial plan to control your income, expenses, and investments to better manage your finances. However, not everyone has a financial plan. According to reports, many workers live on the paycheck to paycheck model, and nearly half of […]
10 Min Read
07 Mar 2022
How to Invest in ETFs
Diversification can be a great area to focus on when investing. Diversification refers to keeping a basket of investments like stocks, bonds, real estate, gold, currencies, derivatives, and more. This reduces risk and offers you better exposure to the market. It is also essential to diversify inside these categories by investing in different companies and […]
10 Min Read
04 Mar 2022
The Best Allocation of Stocks & Bonds by Age
As one grows older, a lot of changes can take place in one’s life – your preferences, hobbies, food habits to your health, profession, and personal life. As you age, your lifestyle may change too. Your needs and wants would also alter. Most people in their 20s are more at ease to take risks. They […]
13 Min Read
01 Mar 2022
Investing 101 – The Basics of Investing
Investing refers to committing your funds in the expectation of earning an income or profit in the future. If you are giving your money to a company, government, or any other entity hoping to get more money in the future, you are investing. The objective is to put your money to effective work in one […]
10 Min Read
28 Feb 2022
Is $1 Million Dollars Enough for Retirement?
In the past, having a nest egg of $1 million was thought to be a financial goal to aspire for when it came to measuring retirement planning success. It was deemed to be a sufficient amount that you could live on comfortably and leave a legacy for your heirs. For some, this still may be […]
11 Min Read
24 Feb 2022
How to Find a Financial Advisor
Financial advisors are professionals who have years of experience and professional knowledge to identify market opportunities and help you save and invest for your financial future. If you’re currently looking to manage and grow your finances and are unsure of how to start, reach out to a financial advisor who can help you with suitable investment strategies […]
11 Min Read
23 Feb 2022
What is Investment Analysis and Why is it Important?
Money does not grow on trees; however, it does grow if you save and invest wisely. Understanding how to invest effectively for your financial health is an essential life skill. No matter how much or how little you have, it is crucial to educate yourself about the financial opportunities available to you and to deploy […]
11 Min Read
03 Feb 2022
How to Diversify Your Portfolio the Right Way
The world of investment is complicated. Whether you are a novice or seasoned investor, the financial world can be intimidating. However, the ultimate key to successful investing is diversification. Diversification is an effective portfolio management strategy where your funds are invested across different securities to minimize risk and maximize profits in the long term. The […]
13 Min Read
31 Jan 2022
What is a Roth IRA?
Retirement planning is an essential task that must be undertaken by you as soon as you begin your career and should ideally start saving for retirement, regardless of the nature of your job or your income. The money you save for your retirement will help support you during your non-working years and allow you to […]
10 Min Read
27 Jan 2022
Questions to Ask Your Financial Advisor
Searching for a financial advisor can be challenging. You may feel overwhelmed in trying to get the decision right, since the advisor you choose will be in charge of helping you grow and manage your finances. It is recommended that you find an advisor who you can trust to communicate consistently with you, one who […]
11 Min Read
25 Jan 2022
Seven Investing Principles for Investment Success
The world of investing is complicated, especially for new investors. Undoubtedly, investing can cause a genuine fear of loss among new investors. Moreover, even seasoned investors can be fearful of the investment world in some cases; specifically, the fear of financial loss. This feat could lead to them making irrational investment decisions to avoid making […]
Find & Compare Top Financial
Advisors in your area
Get Started
Popular Posts
Categories
- Business Finance (2)
- Education Planning (31)
- Estate Planning (31)
- Financial Advisor (1)
- Financial Advisor Guide (56)
- Financial Planning (138)
- Investment Management (100)
- Personal Finance (15)
- Portfolio Management (1)
- Retirement (28)
- Retirement Healthcare (1)
- Retirement Planning (111)
- Retirement Plans (1)
- Uncategorized (2)
Subscribe to our
newsletter & get helpful
financial tips.
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.