WiserAdvisor Blog

13 Min Read

12 Jan 2022

8 Tips for a Healthy Retirement Aiming For Wealth and Happiness

Retirement is known as the golden period of your life. This is a time when you have no deadlines, meetings, pressure to grow in your career, pressure to do the best among your peers, or other similar stresses. This is usually a phase where most people like to travel, pursue hobbies, relax, spend time with […]

By WiserAdvisor Insights

12 Min Read

07 Jan 2022

6 Financial New Year’s Resolutions for 2022

The New Year is finally here, and it brings with it the possibility of new beginnings. New Year resolutions are infamous all over the globe. People often resolve to build and follow certain habits, but, more often than not, fail to keep up. One of the main reasons for this is the lack of focus […]

By WiserAdvisor Insights

12 Min Read

03 Jan 2022

Key Trends and Concerns for Investors in 2022

The year 2020 was a dramatic rollercoaster ride for investors. The COVID-19 pandemic was nothing like anyone had seen before, and the immediate impact of the virus on the world was economically devastating. However, 2021 was much different. Even with the virus still lurking and making a strong head back into the mid-year with its […]

By WiserAdvisor Insights

11 Min Read

27 Dec 2021

5 Investing Tips for 40 Year Olds

40 year olds are at an interesting place in their lives. The uncertainties of your 20s and 30s are far behind you. 20s are spent figuring out your goals and aspirations. They are also riddled with student loans, finding a job, a place to stay, transitioning from the life of a student to the life […]

By WiserAdvisor Insights

12 Min Read

19 Dec 2021

Can You Open a Roth IRA After You Turn 60?

Retirement is a time in life that a lot of people look forward to. Life is a lot more relaxed after retirement as the stress and deadlines of work are no longer there. You can use this time to pursue hobbies, travel the world, catch up with friends and family, and live a relaxed and […]

By Jonathan Dash

9 Min Read

07 Dec 2021

Understanding The Warren Buffett Retirement Investment Strategy

If you invest your money, read a financial journal, want to excel at financial planning, and are striving to grow financially with every move, you must have heard of the famous Warren Buffett. Warren Buffett is nothing short of royalty in the world of finances. He is often found on the list of some of […]

By WiserAdvisor Insights

14 Min Read

23 Nov 2021

End-of-the-Year Personal Finance Checklist for 2021

It is almost time to bid goodbye to 2021. The year has been a mix of challenges and opportunities. With the pandemic settling down and the stock market regaining its old charm, 2021 is ending on a good note. Even though the year brought respite for millions of Americans after the tumultuous 2020, the personal […]

By Jonathan Dash

13 Min Read

15 Nov 2021

Ten Retirement Investment Strategies You Need to Know

Many Americans spend their lives saving and planning for their golden years. But financial security in retirement does not happen at once. You need to put in years of planning, savings, and wise investments to ensure you can live a financially comfortable retired life. Alarmingly, only 40% of Americans have calculated how much they need […]

By WiserAdvisor Insights

15 Min Read

01 Nov 2021

FIRE (Financial Independence, Retire Early) as a Retirement Strategy

As you begin your 9 to 5 job, it is highly recommended that you also start working on your retirement plans. A journey where you consistently work hard to accumulate a significant corpus for your non-working years of life. Earlier, people worked hard to save until their official retirement age, usually 65 years. However, given […]

By WiserAdvisor Insights

14 Min Read

25 Oct 2021

8 Retirement Savings Tips for 55-64 Year-Olds

The years before your retirement can be rather crucial. Regardless of when you decide to settle into retirement, the time left to retire significantly narrows down when you reach 55. Considering the fact that most people retire by 65, you have only 10 years to save for your retirement at 55. If you are older, […]

By Jonathan Dash

12 Min Read

21 Oct 2021

Do You Need a Financial Advisor as a Small Business Owner?

A small business may run on a small team, but the number of tasks that you carry out every day can be overwhelming, extensive, and long drawn out. As a small business owner, you wear many hats. Starting from marketing, advertising, hiring, purchasing, sales, and more, every single task requires your attention and judgment. In […]

By WiserAdvisor Insights

18 Min Read

18 Oct 2021

What are the Cost of Hiring a Financial Advisors?

It takes time, skill, and effort to manage one’s investments and make the right financial decisions as one may have to pay a cost when they delay good financial decisions. One needs to understand that management of finances is a recurring activity where decisions have to be made in a timely manner to better take […]

By WiserAdvisor Insights

10 Min Read

03 Oct 2021

What is a Sleep at Night Portfolio and How Can You Build One for Yourself?

Planning for your future can be a ride of mixed emotions. While the excitement of seeing your money grow, beat inflation, and accumulate in a steady manner works as a positive affirmation, it is hard to ignore the stress that comes along. Every asset class presents a certain level of volatility and risk. This risk […]

By WiserAdvisor Insights

10 Min Read

02 Oct 2021

5 Mistakes to Avoid While Rebalancing Your Portfolio

The success of your investments depends on how you keep track of and manage your investment portfolio. Maintaining equilibrium between risk and reward, diversifying your investments optimally, timing the market, knowing when to enter and exit, etc., are some ways that you can use to ensure that your portfolio fares well over time and delivers […]

By Jonathan Dash

14 Min Read

30 Sep 2021

Questions To Ask Your Financial Advisor About Retirement

Retirement is the golden period of your life, provided you save well for it. If you have sufficient retirement savings, you can spend your non-working years traveling, enjoying life, spending time with your family, and doing anything else you like. However, if your retirement savings are below the required limit (average Americans feel they require […]

By Jonathan Dash

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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.

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