WiserAdvisor – Blog

Main Menu

  • Home
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • More
    • Personal Finance
    • Portfolio Management
    • Financial Trends/Government

logo

Header Banner

WiserAdvisor – Blog

  • Home
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • More
    • Personal Finance
    • Portfolio Management
    • Financial Trends/Government

Tag: #401k

Home›Posts Tagged "#401k"
  • IRAs
    Retirement Planning
    By WiserAdvisor Insights
    March 17, 2021
    193
    0

    Things You Should Remember About Automatic IRAs

    Retirement savings have always been a complicated topic for investors. The fixed set of procedures requires the knowledge of different retirement accounts, tax benefits and liabilities, contribution rules and withdrawal limits, as well as growth opportunities. Picking the ideal investment instrument is crucial as your future can depend on it. Insufficient savings can create a ...
    Read More
  • Financial Planning
    Financial Planning
    By WiserAdvisor Insights
    February 11, 2021
    646
    0

    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. Here are the top 5 financial planning trends to watch this year: Adoption ...
    Read More
  • Retirement
    Retirement Planning
    By WiserAdvisor Insights
    January 22, 2021
    398
    0

    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 ...
    Read More
  • Financial-Goals
    Financial Advisor Guide
    By William Hayslett
    January 14, 2021
    292
    0

    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 ...
    Read More
  • Retirement Planning
    Retirement Planning
    By Jonathan Dash
    November 24, 2020
    480
    0

    Are You Ready to Retire? 6 Important Factors to Assess Your Retirement Readiness

    Retirement readiness measures how equipped you are to comfortably live the golden years of your life. It estimates your financial preparedness and the degree to which you can support your current standard of living after you retire. According to the 2019 Consumer Finances Survey of the Federal Reserve, in households governed by a person between ...
    Read More
  • Portfolio Assumptions That Can Harm Your Financial Planning
    Financial Planning
    By WiserAdvisor Insights
    June 11, 2020
    573
    0

    Portfolio Assumptions That Can Harm Your Financial Planning

    The accuracy of your financial plans is a huge determinant of how your life will be post-retirement. To plan with precision, you need to make certain assumptions, some driven by facts and others based on cautious judgment. However, in both scenarios, the assumptions need to be as close to reality as possible for financial planning ...
    Read More
  • Bucket Strategy for Retirement Planning
    Retirement Planning
    By WiserAdvisor Insights
    June 1, 2020
    1397
    0

    Bucket Strategy in Retirement Planning and Its Suitability

    What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associated with each bucket are different.  ...
    Read More
  • COVID-19 Pandemic
    Estate Planning
    By WiserAdvisor Insights
    April 24, 2020
    498
    0

    COVID-19 Pandemic: Why It Is the Best Time to Plan Your Estate and Write a Will

    With a pandemic affecting the entire globe, many people have started second-guessing their decisions, investments, and strategies. The COVID-19 pandemic has also made people question the health care system and their chances of survival amidst the chaos and falling infrastructures. While a cure for the virus is being tested in labs beyond anybody’s control, the ...
    Read More
  • IRA
    Retirement Planning
    By WiserAdvisor Insights
    March 30, 2020
    460
    0

    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 ...
    Read More
  • Retirements
    Retirement Planning
    By WiserAdvisor Insights
    March 27, 2020
    560
    0

    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 ...
    Read More
1 2 3

Don't miss out! Get our Helpful Financial Tips Newsletter

  • Popular Posts

  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • retirement-accounts

    Choosing the Best Retirement Accounts

    By WiserAdvisor Insights
    July 8, 2019
  • financial planning DIY-Checklist

    How to Prepare an Annual Financial Plan – Financial Planning DIY Checklist

    By WiserAdvisor Insights
    June 10, 2019
  • IRAs-Work-401

    How IRAs work? 401k vs IRA

    By WiserAdvisor Insights
    July 4, 2019
  • Retirement-Planning

    Retirement Planning checklist

    By WiserAdvisor Insights
    July 8, 2019
  • Financial-Advisor

    Why and When do you need a Financial Advisor?

    By WiserAdvisor Insights
    July 8, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    July 8, 2019
  • monitor your financial advisor

    How to monitor the activities of your Financial Advisor?

    By WiserAdvisor Insights
    July 16, 2019

Categories

  • Business Finance (2)
  • Education Planning (26)
  • Estate Planning (16)
  • Financial Advisor Guide (15)
  • Financial Planning (100)
  • Financial Trends/Government (2)
  • Personal Finance (8)
  • Portfolio Management (38)
  • Retirement Healthcare (1)
  • Retirement Planning (68)

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

Follow Us

  • Recent

  • Popular

  • Education-Planning

    Education Planning Tips for Self-Employed Parents

    By WiserAdvisor Insights
    April 12, 2021
  • Robo-Advisor

    Can You Trust Robo-Advisors to Create a Solid Diversification Strategy

    By WiserAdvisor Insights
    April 9, 2021
  • Preserve-Wealth

    10 Strategies for Preserving Your Wealth

    By Jonathan Dash
    April 7, 2021
  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • retirement-accounts

    Choosing the Best Retirement Accounts

    By WiserAdvisor Insights
    July 8, 2019
  • financial planning DIY-Checklist

    How to Prepare an Annual Financial Plan – Financial Planning DIY Checklist

    By WiserAdvisor Insights
    June 10, 2019

Contact Us

Corporate Headquarters

12150 Monument Drive, Suite 700
Fairfax, VA, 22033

Business Hours

8:30 AM – 5:00 PM EST (Monday – Friday)

Email Address

wa.assistance@wiseradvisor.com

Phone Number

(703) 651-2060

Fax Number

(703) 259-4487

  • Privacy Policy
  • Terms & Conditions
© Copyright 2021 WiserAdvisor.com. All Rights Reserved.

Add WiserAdvisor - Blog to your Homescreen!

Add