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Tag: Income

Home›Posts Tagged "Income"
  • Education Tax Credit
    Education Planning
    By WiserAdvisor Insights
    January 20, 2021
    23
    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), ...
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  • Long Term Bonds
    Financial Planning
    By WiserAdvisor Insights
    November 25, 2020
    206
    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 ...
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  • 6 things you must remember about dedicated portfolios
    Financial Planning
    By WiserAdvisor Insights
    August 20, 2020
    261
    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 ...
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  • Transitioning From A Saver To Spender In Retirement
    Retirement Planning
    By WiserAdvisor Insights
    July 21, 2020
    1011
    0

    Transitioning From A Saver To 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 takes to build habits, it is equally tough to get rid of them. When people ...
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  • Improve Your Finances Significantly
    Financial Planning
    By WiserAdvisor Insights
    May 7, 2020
    596
    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
    1051
    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 ...
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  • Post-Retirement-Income
    Retirement Planning
    By WiserAdvisor Insights
    November 15, 2019
    312
    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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