WiserAdvisor Blog
6 Min Read
09 Apr 2020
Inside: Top 529 Plan Withdrawal Tips
Education is a basic need, and it is a fairly expensive one. But it is possible to effectively manage the enormous cost of college without hurting your pocket. Savings accounts such as a 529 plan can help parents incur these costs and avail significant benefits. A 529 plan is a tax-advantaged savings plan which provides […]
6 Min Read
07 Apr 2020
Roth IRA vs. 529 Plan for College Funding
Most parents want to provide the best educational opportunities to their children. It is quite disheartening if they fail to do so due to lack of funds. Thus, one of the most important reasons for parents to save is to fund their children’s college education. College funding can be a confusing task with numerous financial […]
7 Min Read
06 Apr 2020
Investing Roadmap for Mid-Career Accumulators
People in their mid-careers (above 40 and early 50s) can find themselves at an odd place. As far as their career is concerned, they have reached a significantly strong position of power, with consistent salaries, and stable work routines. But on the contrary, their personal position may be dwindling with piling mortgages, loans, credit card […]
5 Min Read
03 Apr 2020
How to Ensure That Your Assets Don’t Go Unclaimed?
Assets are priced possessions regardless of whether they are inherited or self-earned. Over the course of accumulating multiple assets like real estate, fixed return investments, retirement accounts, insurance plans, etc., you may lose track of things in routine chores. Some people also spend their entire lives building up an empire for their family without letting […]
6 Min Read
02 Apr 2020
Tips for Dealing with Failed Investment Strategies
Failed investment strategies can be very hard to deal with, especially at an age when it is time to reap the benefits of those investments. No matter the age, failure is always disheartening and can cause an enormous financial setback. But on the other hand, it is an undeniable truth and a condition which most […]
5 Min Read
01 Apr 2020
Can Immediate Annuities Feature in Your Retirement Plan?
Retirement planning is essential for sustaining a balanced and comfortable life in your later years. People are generally inclined towards traditional retirement options like 401(k)s, individual retirement accounts (IRAs), Roth IRAs, mutual funds, fixed income plans, and general retirement accounts. However, there is one more option that can feature in your retirement plan. Immediate annuities […]
4 Min Read
31 Mar 2020
Wise Financial Decisions During the Coronavirus Pandemic
With the current state of the market and society as a whole, it is easy to be confused about what moves to make next. Fortunately, there are a few simple financial tips to follow to ensure that you and your family are protected and financially stable. Following these tips may help lift the burden of […]
5 Min Read
31 Mar 2020
What Makes Bonds A Great Hedge?
With the recent coronavirus outbreak, there has been a continuous downturn in financial markets. The stocks are falling every day as the epidemic is making a stronger mark on the world. Investors are worried about the extreme negative trends in their portfolios, yet nothing can be done to prevent this situation. Dealing with such unexpected […]
6 Min Read
30 Mar 2020
What Counts as Compensation (Earnings) for IRA Contributions?
Retirement is an important phase of life, and regardless of your current net worth, financial planning for your retirement years is necessary. Planning for your golden years is just like planning for any other important long-term goal. It requires decades of hard work, strong resolution, and a mindset to build a sizeable corpus which would […]
5 Min Read
27 Mar 2020
Comparison of The Two Retirements: FIRE and Traditional Retirement
Retirement is a phase when you intend to lead a comfortable and peaceful life after working hard for many years. To have a comfortable retired life when you no longer receive a regular salary or earn a fixed income, it is important to plan appropriately and save consistently. But with changing times, the idea of […]
5 Min Read
25 Mar 2020
Wrong Assumptions That Are Dangerous for Your Financial Plan
Securing your future starts with the right kind of financial planning. Whether you are building a corpus for your retirement or saving for a long-term goal such as a child’s education or marriage expenses, planning is an integral part of achieving your desired goal. But financial planning is not as simple as it sounds. Even […]
6 Min Read
24 Mar 2020
Significance of Correctly Answering Risk Tolerance Questionnaires
A risk tolerance questionnaire assists investors in understanding their outlook on investment opportunities. It also provides them with knowledge of financial markets and the economy. Financial planning is a complex task, which requires complete and correct details to arrive at suitable investment decisions for every individual. Apart from other information, one of the most important […]
5 Min Read
23 Mar 2020
How to get rid of Money Anxiety?
Is money anxiety even a thing? Yes, it is! Money anxiety is something we all have dealt with or are likely to deal with at some point in our life. Sometimes, you may not even know that you are money anxious unless you take note of it. But the good part here is that money […]
6 Min Read
23 Mar 2020
Important Characteristics of the Best Financial Advisors
As earning members of society, most people have certain financial aspirations that are linked to their personal goals. To achieve such goals, you must learn to manage your income and wealth efficiently so that it grows with time. In the initial phase of your professional life, it is easy for you to manage your taxes […]
6 Min Read
19 Mar 2020
7 Factors You Must Remember to Ensure Investment Success
A good investment can be defined as one that provides profits in the long run. However, with the various investment options offered in the market, it is essential to be extremely vigilant and careful while selecting an instrument. Investors must specifically be cautious of new and excessively attractive investment propositions. It is also necessary for […]
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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.