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Tag: #401k

Home›Posts Tagged "#401k"
  • Financial-Goals
    Financial Advisor Guide
    By William Hayslett
    January 14, 2021
    29
    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 Dash Investments
    November 24, 2020
    207
    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
    360
    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
    970
    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
    426
    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
    389
    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
    388
    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
  • Financial-Plan
    Financial Planning
    By WiserAdvisor Insights
    March 25, 2020
    549
    0

    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 ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    March 10, 2020
    366
    0

    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 ...
    Read More
  • Retirement planning
    Retirement Planning
    By WiserAdvisor Insights
    March 4, 2020
    531
    0

    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 ...
    Read More
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  • Covid-19-Vaccine

    8 Important Facts A Retiree Should Know About the Covid-19 Vaccine

    By WiserAdvisor Insights
    January 15, 2021
  • Financial-Goals

    How a Financial Advisor Can Help You Define Your Financial Goals

    By William Hayslett
    January 14, 2021
  • Kid's Education

    The Best Approach to Plan for Your Child’s College Education

    By WiserAdvisor Insights
    January 11, 2021
  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
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  • retirement-accounts

    Choosing the Best Retirement Accounts

    By WiserAdvisor Insights
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  • financial planning DIY-Checklist

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

    By WiserAdvisor Insights
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