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Tag: Income

Home›Posts Tagged "Income"
  • Financial-Advisor
    Retirement Planning
    By Jonathan Dash
    September 30, 2021
    8576
    0

    Questions To Ask Your Financial Advisor About Retirement

    Retirement is the golden period of your life, provided you save well for it. If you have sufficient retirement savings, you can spend your non-working years traveling, enjoying life, spending time with your family, and doing anything else you like. However, if your retirement savings are below the required limit (average Americans feel they require ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    June 28, 2021
    3923
    0

    Estate Planning for Persons with Large Retirement Accounts

    When it comes to planning for the future, both retirement planning and estate planning are equally important. While the former will ensure that you have enough money to last your non-working years, the latter will ensure that your money goes to its rightful inheritors. Retirement accounts like an Individual Retirement Account (IRA), a 401(k) retirement ...
    Read More
  • Dividends
    Financial Planning
    By WiserAdvisor Insights
    March 8, 2021
    1464
    0

    The Theory of Dividends: What Makes It the Ultimate Tool for Investors

    There are several types of investors out there with different investment preferences and strategies. Some prefer high risk and high reward investments that can help them get a considerable gain in a short span of time. Although risky, investment choices such as trading shares in the market, can help you cover short term expenses and ...
    Read More
  • Education Tax Credit
    Education Planning
    By WiserAdvisor Insights
    January 20, 2021
    1605
    0

    6 Important Pointers to Know About Education Tax Credits

    When it comes to college education, the costs involved can be overwhelming. Right from the tuition money to the cost of travel, books, course-related equipment and more, parents and students often have to turn to student loans to accommodate these expenses. While long-term savings accounts, such as a 529 education account, Individual Retirement Account (IRA), ...
    Read More
  • Long Term Bonds
    Financial Planning
    By WiserAdvisor Insights
    November 25, 2020
    3997
    0

    6 Things You Should Know About Investing in Long-Term Bonds

    Bonds are one of the most secure investments you can make. However, this $43.1 trillion market (as estimated in 2019), inclusive of multiple securities, complex rules, and varying yields, can often be overwhelming for many investors. But the importance of including bonds in your overall portfolio is indisputable. According to experts, the ratio of bonds ...
    Read More
  • 6 things you must remember about dedicated portfolios
    Financial Planning
    By WiserAdvisor Insights
    August 20, 2020
    2271
    0

    6 Things You Must Remember About Dedicated Portfolios

    Dedicated portfolios, also referred to as structured portfolios, are based on a cash flow matching dedication strategy. This approach aims to generate stable cash flows to match the anticipated liabilities of the future. The portfolio derives its name from the fact that it is dedicated to providing a minimum flow of cash to meet the ...
    Read More
  • Transitioning From A Saver To Spender In Retirement
    Retirement Planning
    By WiserAdvisor Insights
    August 1, 2020
    5183
    0

    Transitioning From A Saver To A Spender In Retirement

    Studies suggest that it takes 21 days to form a habit. This is why financial advisors often ask their clients to steadily save for at least a month to get into the habit of saving regularly. As hard as it is to build habits, it is equally tough to get rid of them. When people ...
    Read More
  • Improve Your Finances Significantly
    Financial Planning
    By WiserAdvisor Insights
    May 7, 2020
    2636
    0

    3 Simple Steps to Improve Your Finances Significantly

    Financial management begins at home, right from the time you start getting your pocket money to when you manage and maintain complex investment portfolios. The idea is the same – to maximize profits and reduce risk. However, the ultra-modern way of living and maintaining an unbalanced lifestyle has not left much space for managing finances. ...
    Read More
  • Financial-Goals
    Financial Planning
    By WiserAdvisor Insights
    March 9, 2020
    2905
    0

    Four Indicators for Tracking Your Financial Goals

    Handling money is tough. You need to set a budget, prioritise spending, invest wisely, set financial goals, and periodically track them. While setting financial goals might appear easy, it is very important to track these targets to ascertain how fruitful your fiscal strategies have been and if any changes are needed.  Financial goals are unique ...
    Read More
  • Post-Retirement-Income
    Retirement Planning
    By WiserAdvisor Insights
    November 15, 2019
    1710
    0

    Strategies for Smart Post-Retirement Income

    Most people aim to have a steady and peaceful post-retirement life. They spend their formative years trying to find ways to save up for their retirement. However, working hard is not the only prerequisite for a secure future. You also need a smart post-retirement strategy in place. Having a strategy ensures a lasting and steady ...
    Read More

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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.

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