WiserAdvisor Blog
15 Min Read
23 Jan 2024
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being, others may fall short of […]
15 Min Read
17 Jan 2024
Retirement Planning Tips: How Much an Average Person 65 and Older Spends Every Month
Examining the spending patterns of the typical 65-year-old can help you make informed decisions about your own financial future. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. Based on these factors, you can develop a solid […]
1 Min Read
14 Jan 2024
The Right Time to Start Making an Estate Plan
Estate planning is an essential part of securing your financial future that ensures your assets are distributed according to your wishes. Many regard it as a mere legal formality but it is more than just that. Estate planning allows you to leave your assets to your loved ones in a way that is hassle-free for […]
12 Min Read
09 Jan 2024
6 Financial New Year’s Resolutions for 2025 and How to Achieve Them
As we usher in 2025, it’s time to turn over a new leaf, not just personally but financially as well. The tradition of making New Year’s resolutions often centers around self-improvement, and what better way to enhance your life than by fortifying your financial health? Setting financial resolutions for the new year is more than […]
16 Min Read
05 Jan 2024
6 Key Differences in Investment Strategies Between the Rich and Middle Class
The rich and the middle class exhibit many differences, from education and lifestyle to their income streams. Among the multitude of distinctions, one of the most crucial ones lies in how they perceive the world of investments. The investment strategies adopted by these two income groups are remarkably unique and distinct. Unveiling these differences can […]
13 Min Read
03 Jan 2024
5 Tips to Build an Investment Portfolio for Retirement
Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio […]
10 Min Read
29 Dec 2023
How Do the Uber-Wealthy Transfer Wealth to Their Heirs When Markets Dip
The challenge lies not only in amassing wealth but also in the practical preservation and transfer of assets across generations. The uber-wealthy may have enough wealth to support generations ahead of them. But estate tax can eat into this wealth and leave the next generation with a smaller nest egg. Despite having significant resources, wealthy […]
9 Min Read
18 Dec 2023
How Much To Save For Retirement By Age
Navigating the journey to retirement can often feel like a complex puzzle, especially when it comes to figuring out how much you need to save. It’s a question that resonates with almost everyone, primarily because it determines their comfort during the non-working years of their lives. The answer to “how much you need to retire” […]
11 Min Read
15 Dec 2023
How do Financial Advisors Help in the Accumulation of Retirement Income?
According to a survey, a significant majority of Americans, approximately 80%, share the common notion that the point of working hard in your adult life is so you can enjoy a nice retirement. After years of dedicated labor and hard work, the prospect of a peaceful retirement appeals to everyone. Financial security is a fundamental […]
10 Min Read
13 Dec 2023
How to Save for Retirement Even When It’s Getting Harder
In a world where the cost of living is steadily climbing and market uncertainties loom large, the idea of a serene retirement can seem like a distant dream. But let’s face it: the importance of saving for retirement hasn’t waned; if anything, it’s become more crucial. The reality is that securing your financial stability for […]
11 Min Read
04 Dec 2023
4 Reasons Why You Need To Rebalance Your Portfolio
Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. It is also essential to recheck your allocation from time to time. Rebalancing is a critical step that can help you optimize your portfolio’s performance. This practice involves periodic adjustments to your […]
10 Min Read
01 Dec 2023
Why do Physicians Need Financial Advisors and How to Find Them
The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others. Physicians have demanding careers, complex income streams, a bustling lifestyle, and often substantial debts acquired […]
7 Min Read
14 Nov 2023
The Importance of Retirement Planning for Senior Citizens
Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. It’s a long-term process that begins during one’s working years and involves setting financial goals for retirement, assessing one’s current financial status, and implementing a savings and investment strategy to […]
11 Min Read
06 Nov 2023
7 Key Investing Strategies When You Have $100k in Savings
Saving a substantial sum of $100,000 is indeed a commendable achievement. It represents years of disciplined saving and prudent financial management. However, it is imperative to recognize that you have only taken the first step toward achieving financial security. It is also important to ensure that your savings continue to grow. Making sure that your […]
11 Min Read
31 Oct 2023
Five Steps to a More Effective Financial Plan
Creating a financial plan is the first step toward achieving financial freedom. It is a personalized roadmap that provides you with clarity and purpose. Financial plans are essential for setting your financial goals in motion. But in a world filled with online calculators, simulators, and countless rules and figures, finding the right path can be […]
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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.