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Tag: Investment

Home›Posts Tagged "Investment"
  • Financial-Planning
    Financial Planning
    By Jonathan Dash
    March 16, 2022
    2741
    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
  • Retirement
    Retirement
    By WiserAdvisor Insights
    February 28, 2022
    1947
    0

    Is $1 Million Dollars Enough for Retirement?

    In the past, having a nest egg of $1 million was thought to be a financial goal to aspire for when it came to measuring retirement planning success. It was deemed to be a sufficient amount that you could live on comfortably and leave a legacy for your heirs. For some, this still may be ...
    Read More
  • Roth-IRA
    Retirement Planning
    By WiserAdvisor Insights
    January 31, 2022
    3300
    0

    What is a Roth IRA?

    Retirement planning is an essential task that must be undertaken by you as soon as you begin your career and should ideally start saving for retirement, regardless of the nature of your job or your income. The money you save for your retirement will help support you during your non-working years and allow you to ...
    Read More
  • financial advisor
    Financial Advisor Guide
    By WiserAdvisor Insights
    January 27, 2022
    4585
    0

    Questions to Ask Your Financial Advisor

    Searching for a financial advisor can be challenging. You may feel overwhelmed in trying to get the decision right, since the advisor you choose will be in charge of helping you grow and manage your finances. It is recommended that you find an advisor who you can trust to communicate consistently with you, one who ...
    Read More
  • Investment Management
    By WiserAdvisor Insights
    January 3, 2022
    3711
    0

    Key Trends and Concerns for Investors in 2022

    The year 2020 was a dramatic rollercoaster ride for investors. The COVID-19 pandemic was nothing like anyone had seen before, and the immediate impact of the virus on the world was economically devastating. However, 2021 was much different. Even with the virus still lurking and making a strong head back into the mid-year with its ...
    Read More
  • Retirement-Savings
    Retirement Planning
    By Jonathan Dash
    October 25, 2021
    5479
    0

    8 Retirement Savings Tips for 55-64 Year-Olds

    The years before your retirement can be rather crucial. Regardless of when you decide to settle into retirement, the time left to retire significantly narrows down when you reach 55. Considering the fact that most people retire by 65, you have only 10 years to save for your retirement at 55. If you are older, ...
    Read More
  • portfolio
    Investment Management
    By WiserAdvisor Insights
    October 3, 2021
    2979
    0

    What is a Sleep at Night Portfolio and How Can You Build One for Yourself?

    Planning for your future can be a ride of mixed emotions. While the excitement of seeing your money grow, beat inflation, and accumulate in a steady manner works as a positive affirmation, it is hard to ignore the stress that comes along. Every asset class presents a certain level of volatility and risk. This risk ...
    Read More
  • financial-planning
    Financial Planning
    By WiserAdvisor Insights
    September 10, 2021
    2102
    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
  • Financial Advisor
    Financial Advisor
    By WiserAdvisor Insights
    September 1, 2021
    7387
    0

    Who Are Financial Advisors and What Do They Do?

    Managing your finances can be a complicated and confusing process. From setting financial goals, knowing how to best save for retirement to managing your taxes in the present, and even after retiring or passing on your legacy to your kids, everything requires intricate management. According to Northwestern Mutual’s 2019 Planning and Progress study, 92% of ...
    Read More
  • 401K
    Retirement Planning
    By WiserAdvisor Insights
    June 16, 2021
    7409
    0

    What Is A 401K And How Does It Work?

    How much money do I need to save for my retirement? Is my retirement savings enough to lead a comfortable life? Most people envision leading a comfortable life after retirement. However, it requires meticulous planning, investing at an early age, and managing funds wisely. Most people tend to neglect retirement plans when they’re young. However, ...
    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.

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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