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Tag: financial planning

Home›Posts Tagged "financial planning"
  • Financial-Planning
    Financial Planning
    By Jonathan Dash
    March 16, 2022
    2712
    0

    What Is the First Step in Financial Planning?

    Financial planning is essential for achieving one’s financial goals. It is a step-by-step approach wherein you create a financial plan to control your income, expenses, and investments to better manage your finances. However, not everyone has a financial plan. According to reports, many workers live on the paycheck to paycheck model, and nearly half of ...
    Read More
  • Roth-IRA
    Retirement
    By Jonathan Dash
    December 19, 2021
    4487
    0

    Can You Open a Roth IRA After You Turn 60?

    Retirement is a time in life that a lot of people look forward to. Life is a lot more relaxed after retirement as the stress and deadlines of work are no longer there. You can use this time to pursue hobbies, travel the world, catch up with friends and family, and live a relaxed and ...
    Read More
  • retirement-plan
    Retirement Planning
    By WiserAdvisor Insights
    December 7, 2021
    3805
    0

    Understanding The Warren Buffett Retirement Investment Strategy

    If you invest your money, read a financial journal, want to excel at financial planning, and are striving to grow financially with every move, you must have heard of the famous Warren Buffett. Warren Buffett is nothing short of royalty in the world of finances. He is often found on the list of some of ...
    Read More
  • End-of-the-Year Personal Finance Checklist for 2021
    Financial Planning
    By Jonathan Dash
    November 23, 2021
    2209
    0

    End-of-the-Year Personal Finance Checklist for 2021

    It is almost time to bid goodbye to 2021. The year has been a mix of challenges and opportunities. With the pandemic settling down and the stock market regaining its old charm, 2021 is ending on a good note. Even though the year brought respite for millions of Americans after the tumultuous 2020, the personal ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    November 1, 2021
    3117
    0

    Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical

    Some people believe that estate planning is for the rich. Others are under the misconception that you do not need comprehensive estate planning if your estate is worth $11.7 million in 2021, which is the federal estate tax exemption limit for 2021. However, every adult, and every family, needs an estate plan. Attending this essential ...
    Read More
  • Financial-Advisor
    Financial Advisor Guide
    By WiserAdvisor Insights
    October 18, 2021
    9163
    0

    What are the Costs of Hiring a Financial Advisor?

    It takes time, skill, and effort to manage one’s investments and make the right financial decisions as one may have to pay a cost when they delay good financial decisions. One needs to understand that management of finances is a recurring activity where decisions have to be made in a timely manner to better take ...
    Read More
  • Portfolio-Manager
    Investment Management
    By WiserAdvisor Insights
    October 4, 2021
    9597
    0

    Portfolio Managers vs. Investment Advisors: How Do the Two Differ?

    Hiring a professional for your money-related matters is crucial. When you start your search to find a financial professional, you will come across several titles, such as investment advisors, portfolio managers, financial planners, wealth managers, asset managers, etc. Each professional has expertise in their field. Broadly, these professionals are categorized into two groups – portfolio ...
    Read More
  • financial-planning
    Financial Planning
    By WiserAdvisor Insights
    September 10, 2021
    2089
    0

    Seven Financial Planning Tips for Medical Professionals

    Doctors are one of the hardest working professionals in the world. Long hours, hectic schedules, emergency consultations, and surgeries sum up the life of a physician. Considering the extreme amount of time and dedication that doctors put in their work every day, they are naturally also among the highest-paid professionals in the workforce. This is ...
    Read More
  • High Net Worth Individual
    Retirement Planning
    By Jonathan Dash
    July 14, 2021
    10598
    0

    A Retirement Planning Guide for High-Net-Worth Individuals

    Planning for retirement is an important component of everyone’s financial planning, including that of a high-net-worth individual (HNWI). What is a high net worth individual (HNWI)? There is no industry-recognized definition for an HNWI. One of the most commonly accepted criteria is an individual with $1 million or more in investable assets, excluding real estate. ...
    Read More
  • Financial Planning
    Financial Planning
    By WiserAdvisor Insights
    July 9, 2021
    1616
    0

    Six Tips to Help You Face Any Financial Crisis with a Robust Financial Plan

    Financial planning is important for a number of reasons. It can help you achieve your long-term and short-term goals, help make your retirement financially secure, and reduce your tax liabilities. A robust financial plan can also help you with a money crisis. A money crisis or financial problem can strike anytime, completely unannounced, and disrupt ...
    Read More
1 2 3 … 15

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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.

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.

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