WiserAdvisor Blog
8 Min Read
03 Mar 2021
Understanding Asset-Based Advisory Fees
Financial advisors can add incredible value to your financial plan. With expertise and considerable knowledge of the investment world, economy, and people’s financial needs, these professionals can be an asset for investors. However, just like all other things, financial advisors also come at a cost. In most cases, their varied services and continued assistance in […]
8 Min Read
02 Mar 2021
8 Best Financial Gifts for Your Children
Whether it is the holiday season or a special occasion like a birthday, graduation, etc., gifts can be a great way to show appreciation, admiration, and love for your children. However, as parents, your responsibility towards your child goes beyond traditional gifts like toys, books, family vacations, a trip to the mall, or gadgets. As […]
20 Min Read
01 Mar 2021
Taxation of Retirement Plan Benefits
The purpose of this text is to explore the tax treatment of distributions from qualified retirement plans, whether they were established by the individual or by an employer. Table of ContentsTax deductible savings and tax deferred income1. The money put into the savings plan is pre-tax income2. Earnings of qualified plans are not immediately taxableTypes […]
8 Min Read
26 Feb 2021
Long-Term Impact of Taxes on Your Financial Planning
Most people consider investment returns as a deciding factor while picking out an investment. However, the returns are not entirely yours always. Depending on the type of investment you choose, you could end up paying a significant amount of taxes. This is why it is crucial to keep in mind the repercussions of taxes on […]
7 Min Read
25 Feb 2021
Be Aware of These Remote Worker State Tax Liabilities Before the Tax-Season
Owing to the novel coronavirus, working remotely has gone from being a perk to standard operating practice for many people. Many employees have started working from states other than the ones where their offices are primarily located. While six out of ten employees reported the benefits of working remotely and enjoyed a better work-life balance, […]
8 Min Read
17 Feb 2021
2021 Tax Brackets — How They Actually Work
Taxes are a significant part of your financial plan. They can reduce your overall earnings and eat into your investment returns. Taxes are also a wide subject that engulfs your income, estate, inheritance, short term and long term capital gains, filing status, and a lot more. This is why it is crucial to understand what […]
6 Min Read
11 Feb 2021
Top 5 Financial Planning Trends in 2021
Goodbye 2020 & Hello 2021! The start of a new year is a good time to review your personal finances, ditch those bad money habits, make new financial resolutions to flourish, build wealth, and use better tactics to make the year impactful. Must Read : Key Trends and Concerns for Investors in 2022 Here are […]
6 Min Read
25 Jan 2021
5 Healthy Financial Habits You Need to Practice This Year
The New Year brings with it many new promises. Some people use this time to make resolutions. The promise of a new beginning is a great way to embark on a journey that can make positive changes to your life. While most people think about making changes in their personal and professional lives, picking up […]
7 Min Read
22 Jan 2021
Should Your Portfolio Become More Conservative as You Approach Retirement?
Ideally, your portfolio grows with you. How you invest depends a lot on your age, and hence, your portfolio eventually shapes and looks different according to your life stage. Conventional wisdom suggests making your portfolio more conservative as you get older and approach retirement. It may be advisable to rebalance your asset allocation, lower the […]
6 Min Read
21 Jan 2021
7 Reasons Why ETFs Are Getting Popular Among Investors
In order to lead a financially adequate life, it is important to save and invest your money. While your income plays a crucial part in securing your future, what you do with this income truly decides your financial fate. There are many ways to grow your money with investments. Traditional retirement plans like the 401(k) […]
6 Min Read
20 Jan 2021
6 Important Pointers to Know About Education Tax Credits
When it comes to college education, the costs involved can be overwhelming. Right from the tuition money to the cost of travel, books, course-related equipment and more, parents and students often have to turn to student loans to accommodate these expenses. While long-term savings accounts, such as a 529 education account, Individual Retirement Account (IRA), […]
6 Min Read
15 Jan 2021
8 Important Facts A Retiree Should Know About the Covid-19 Vaccine
Covid-19 turned the world upside down in many ways. Right from lockdowns that kept people home to businesses shutting down because of the economic turmoil, the pandemic proved to be a hard time. Every individual regardless of their age, income, ethnicity, and health conditions, suffered from the Covid-19 virus in one way or another. Retirees, […]
6 Min Read
14 Jan 2021
How a Financial Advisor Can Help You Define Your Financial Goals
Financial advisors can form an important part of your financial journey. These professionals not only offer standard guidelines on savings and investments but also lend you a helping hand to ensure that you achieve your financial goals with minimal problems on the way. While financial planning can seem like a structured thing to do, everyone […]
5 Min Read
08 Jan 2021
7 Things to Remember About Index-Oriented Investing
Investing follows two major approaches – active investing and passive investing. With active investing, investors take on an aggressive front. They buy and sell stocks to earn a profit in the short term. The risk quotient is high here, but so are the returns. Passive investors, on the other hand, have a different way of […]
6 Min Read
04 Jan 2021
How to Improve Your Investment Portfolio
2020 has been a turbulent year. The coronavirus pandemic has caused both a health and an economic crisis across the world, including the U.S. The economic impact of the novel coronavirus is unprecedented in its scale and the entire financial world is recovering from the shock. Many stocks have plummeted in value, investment portfolios have […]
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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.