WiserAdvisor Blog
7 Min Read
21 Jan 2020
Everything You Need to Know About REITs
Investing these days is not limited to mutual funds, fixed deposits, and old school real estate. There are many new ways to invest your money and one of them is via REITs. REITs or Real Estate Investment Trusts are the new definition of investing that have revolutionized the way people see real estate as an […]
5 Min Read
20 Jan 2020
Understanding the Spectrum of Risk Tolerance in Portfolio Management
Risk tolerance refers to the amount of market fluctuations that can be endured by your investment and assets within a portfolio. The investment can relate to retirement funding, trading, share market, or equity funds. Risk is an important aspect of financial management and many investors see it as a potential chance to increase their funds […]
5 Min Read
19 Jan 2020
The Importance of Knowing Your Financial ‘Why’
Do you have a ‘Why’ to live for? A ‘Why’ brings a purpose to your life, and is a pre-cursor for ‘How’ to live. It makes your goals more achievable and real. People go to college for an education that can get them a good job, they eat more vegetables to maintain good health, they […]
5 Min Read
17 Jan 2020
Everything You Need to Know About Investing in Index Funds
Index funds have gained immense popularity in the last few years. Many financial experts have time and again highlighted the importance of index funds in a balanced portfolio. However, there are still many misconceptions around index funds that linger in the market. Many people consider it an avenue limited to first-time investors or for middle-income […]
5 Min Read
15 Jan 2020
Common Retirement Fears That Keep A Lot of People Up at Night
Is the mere thought of retirement giving you sleepless nights? Well, you are not alone. According to a recent survey conducted by Bankrate, 36% of Americans are losing sleep over financial concerns. The life expectancy is high in the U.S., a baby boomer is expected to live for an average of 78 years. These statistics […]
4 Min Read
14 Jan 2020
How to Roll A Traditional IRA into A 529 Plan for Your Grandchild
There has been a lot of talk about blurring the lines of different accounts and using them interchangeably based on a person’s future or immediate needs. Retirement accounts like a Roth IRA (individual retirement account) have gained immense popularity as a go-to account for many expenses, and are now commonly being used as an alternative […]
5 Min Read
14 Jan 2020
How Do You Plan to Save for Your Child’s College?
Savings are a great way to ensure that your future remains stable and secure. When we talk about future savings, we often neglect planning for a very important event, i.e. college. With the increasing debt of student loans, planning for education funds is an important part of today’s economy. But surprisingly, according to a survey, […]
5 Min Read
10 Jan 2020
Why Plan Now for Retirement?
If you are tired of working now, just imagine how hard it will be to go back to work when you run out of money during retirement. Even in your 70s and 80s, you would still want to travel, eat out, and have a place to call home. But unlike a steady salary that you […]
5 Min Read
09 Jan 2020
Succession Planning: Don’t Leave Your Company Without It
There are many things great leaders do. Not only do they lead by example when they are a part of the organization, but they also make sure that the organization and their employees succeed in their endeavors even when they are not around anymore. A major thing to consider for you when leaving a company […]
6 Min Read
08 Jan 2020
How Much Insurance Do You Need?
Insurance is a sensible way to infuse cash into your account for dealing with the adverse consequences of life. The agreement provides financial protection not only during your lifetime but even beyond. Buying an insurance policy can be seen as a sinecure. However, there are considerations you need to take note of before picking the […]
5 Min Read
08 Jan 2020
5 Financial Planning Tips for a Happy and Prosperous Future
It is never too late to start planning for a better and more prosperous financial future. Financial planning doesn’t always have to be complicated. In fact, handling finances efficiently is something that everyone should know how to do. Unfortunately, this is not the case with most Americans. Table of ContentsFinancial tips that can help secure […]
5 Min Read
07 Jan 2020
All About Withdrawing Retirement Funds
There are several ways to save money for retirement. You can invest in mutual funds, open a savings account, a 401(k) retirement account, etc. But if you fail to strategize your withdrawals for each of your savings methods, you could end up losing a major chunk of your money to taxes and penalties. While everyone […]
5 Min Read
07 Jan 2020
6 Things to Know About A Trust-Based Estate Plan
Estate planning can seem tricky. It is a big responsibility to ensure that your descendants are secure and content when you are not around anymore. It is also important to make sure that your hard-earned assets are not wasted away in taxes and land up in good hands. Apart from the fact that estate planning […]
6 Min Read
06 Jan 2020
Itemized Deductions: A Beginner’s Guide
Margaret Mitchell wrote in her bestselling novel, Gone with the wind, “Death and taxes, there’s never any convenient time for any of them.” We can safely assume that nobody likes to pay tax as they tend to take away a lot of our earnings. But what if there was a way to save up on […]
5 Min Read
06 Jan 2020
How to Factor Costs Related to Aging While Planning for Retirement
Every employee has to retire one day or the other – it’s an undeniable truth of life. As retirement nears, you need to start considering various decisions such as the kind of monthly retirement budget you should maintain or the cash flow you could generate from existing assets. While planning for all this, one massively […]
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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.