WiserAdvisor Blog
14 Min Read
16 Mar 2020
Understanding the Reasons of the Shift from Active to Passive Investing
A recent report released by the Investment Company Institute (ICI) stated that passive fund investments have crossed active fund investments and reached an $11 trillion benchmark in 2020. A significant shift in investment styles can be seen across the world. Investors are slowly moving major portions of their investments from active to passive funds and […]
6 Min Read
15 Mar 2020
Things You Can Learn From 1099 Forms
Many individuals have more than one source of income. The money may not necessarily come from employment but other avenues such as interest on deposits, dividends, capital gains, retirement plan distributions, freelance projects, and more. When accounting for taxes, all these sources of income need to be assessed too. Your tax liability will be determined […]
5 Min Read
13 Mar 2020
Everything you Need to Know About Lifetime Income Options
With advancements in modern medicine, people today live longer than their ancestors. America is expected to have 589,000 centenarians by 2060, as opposed to 82,000 in 2016. While humans have been chasing the idea of a long life for many decades, the one problem that people are still tackling is generating enough income. For a […]
5 Min Read
12 Mar 2020
What is Liquid Net Worth and How Can You Calculate It?
Maintaining finances involves dealing with various parameters and methods that help you gauge the true worth of a person. While it is difficult to tag things in black and white, there are a few parameters that give a fairly clear idea of how things currently are. One such parameter is the net worth of a […]
6 Min Read
11 Mar 2020
Everything You Need to Know About Tax-loss Harvesting
If you thought you could only gain from an increase in the value of your portfolio, you may not be entirely correct. While you indeed gain when the value of the assets in your portfolio increases, you can also substantially benefit when the value of some assets decreases. This is possible by a mechanism called […]
5 Min Read
11 Mar 2020
Picking the Right Investment in Your 50s
Your 50s are a significant time in your life. This is the time when you are well settled and probably at the peak of your career. But this is also the time when you are nearing retirement and need financial security more than ever. Investing in your 50s becomes crucial to strengthening your retirement nest […]
5 Min Read
10 Mar 2020
Three Estate Planning Mistakes Investors Make with IRAs and 401(k)s
People make savings and investments keeping in mind the needs of their families. Most of the time, one generation is diligent and resourceful to turn their savings into heritage for the upcoming generations. There are several instances where people are still enjoying the earnings from their forefathers’ investments. However, as someone looking to build a […]
6 Min Read
09 Mar 2020
Four Indicators for Tracking Your Financial Goals
Handling money is tough. You need to set a budget, prioritise spending, invest wisely, set financial goals, and periodically track them. While setting financial goals might appear easy, it is very important to track these targets to ascertain how fruitful your fiscal strategies have been and if any changes are needed. Financial goals are unique […]
7 Min Read
06 Mar 2020
Should I Stop Contributing to Retirement Accounts if I Plan To Retire Early?
Retirement is a transitional milestone that serves as a gateway to a different phase of life. The catalogue and itinerary are different but what remains the same is the need for green bills. However, retirement is not always synonymous with old age as many people these days are opting to retire early. If you are […]
6 Min Read
05 Mar 2020
Three Estate Planning Documents Everyone Needs
Estate planning is a broad concept encompassing financial planning and related aspects. As important as it should be, most people tend to exclude it from their financial planning. There are also some people who underestimate the size and value of their estate and do not give their estate plan the attention it deserves. Estate planning […]
5 Min Read
04 Mar 2020
How to Plan for Retirement While Still Enjoying Today?
Although retirement planning involves decisions that affect your future, it is an activity that forms a part of your present financial plans. People generally perceive retirement one-dimensionally and plan for a comfortable future by simply cutting down on their expenses and living frugally. While frugal living is an effective way to save for retirement, it […]
6 Min Read
04 Mar 2020
Year-End Financial Planning Tips to Save Tax
One of the most distinguished traits of a human being is the ability to plan. Planning helps you to have clarity in your life. It gives you direction and provides meaning to your thoughts. Whether it is a holiday, buying a new car, or preparing for retirement, proper planning can help you reach your long-term […]
5 Min Read
03 Mar 2020
Should Passive Funds Feature More in Your Portfolio?
Investing in mutual funds has never been as popular as it is today. With the introduction of Systematic Investment Plans or SIPs, the ease of investment has been magnified, allowing even small investors to become a part of this educated gamble. Traditionally, investing in active stocks and funds was a preferred choice, but investing in […]
5 Min Read
02 Mar 2020
Importance of Focus for A Successful Financial Life
Focus is elementary in all aspects of life. Whether it is education, relationships, work, or finances, being focused is necessary and irreplaceable for achieving the desired results. It is no secret that motivated and purposeful investors are more likely to attain financial freedom in life. However, people tend to sometimes deviate from the right financial […]
6 Min Read
02 Mar 2020
Here’s How You Can Prepare for Your Children’s College Education While Saving for Early Retirement
Early retirement and saving for your child’s education are two things that are extremely time-bound. Sometimes they can also occur at the same moment in your life, which can make it difficult to save for them both without falling short on other aspects of financial planning. Preparing for retirement is in itself one of the […]
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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.