WiserAdvisor Blog
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 […]
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 […]
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 […]
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 […]
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 […]
8 Min Read
10 Sep 2021
Seven Financial Planning Tips for Medical Professionals
Doctors are one of the hardest working professionals in the world. Long hours, hectic schedules, emergency consultations, and surgeries sum up the life of a physician. Considering the extreme amount of time and dedication that doctors put in their work every day, they are naturally also among the highest-paid professionals in the workforce. This is […]
13 Min Read
03 Sep 2021
Roth IRA: How to Use it For College
The cost of education in America can be burdening. In the last 30 years, the average college cost of a four-year public institution has increased by 213%. In the past decade alone, the cost of education has shot up by 29%, with private college tuition costs rising by 25%. If you have children or grandchildren […]
9 Min Read
02 Sep 2021
Why Your Education Planning Needs to Be around Your Child’s Ambitions
Education planning is a long process that can take many years to finish. Experts recommend that you should start saving for your child’s higher education costs from the moment they are born. This allows you to save optimally over the span of many years. This also removes financial anxiety, compromised dreams, and a stressful life […]
6 Min Read
02 Sep 2021
The Best Approach to Plan for Your Child’s College Education
The cost of education in the U.S. has increased more than three times over the last three decades. This is creating a financial burden on students and their parents. Moreover, it is forcing them to focus more on finding educational loans instead of a suitable college. According to a 2020 report by EducationData.org, the average […]
7 Min Read
01 Sep 2021
Who Are Financial Advisors and What Do They Do?
Managing your finances can be a complicated and confusing process. From setting financial goals, knowing how to best save for retirement to managing your taxes in the present, and even after retiring or passing on your legacy to your kids, everything requires intricate management. According to Northwestern Mutual’s 2019 Planning and Progress study, 92% of […]
13 Min Read
17 Aug 2021
Are Your Average Retirement Savings Normal?
Retirement saving has always been a financial goal for most Americans. However, despite understanding the importance of saving for their retirement, most Americans are under-saving for their golden years, as reported by PwC’s Retirement in America report. As per the study, one in four Americans have no savings for their retired life, and the remainder […]
12 Min Read
04 Aug 2021
Why Should You Hire a Retirement Advisor?
Retirement can last much longer than you anticipate. Life expectancy rates have been rising over the years, owing to improvements in medicine and safety. While this suggests that you will live longer, it also indicates that you will require a larger retirement corpus to sustain yourself in your non-working years. As per the Money Guide, […]
8 Min Read
09 Jul 2021
Six Tips to Help You Face Any Financial Crisis with a Robust Financial Plan
Financial planning is important for a number of reasons. It can help you achieve your long-term and short-term goals, help make your retirement financially secure, and reduce your tax liabilities. A robust financial plan can also help you with a money crisis. A money crisis or financial problem can strike anytime, completely unannounced, and disrupt […]
10 Min Read
28 Jun 2021
Estate Planning for Persons with Large Retirement Accounts
When it comes to planning for the future, both retirement planning and estate planning are equally important. While the former will ensure that you have enough money to last your non-working years, the latter will ensure that your money goes to its rightful inheritors. Retirement accounts like an Individual Retirement Account (IRA), a 401(k) retirement […]
6 Min Read
16 Jun 2021
What Is A 401K And How Does It Work?
How much money do I need to save for my retirement? Is my retirement savings enough to lead a comfortable life? Most people envision leading a comfortable life after retirement. However, it requires meticulous planning, investing at an early age, and managing funds wisely. Most people tend to neglect retirement plans when they’re young. However, […]
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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.