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Tag: Real Estate

Home›Posts Tagged "Real Estate"
  • Retirement
    Retirement Planning
    By WiserAdvisor Insights
    January 12, 2022
    885
    0

    8 Tips for a Healthy Retirement Aiming For Wealth and Happiness

    Retirement is known as the golden period of your life. This is a time when you have no deadlines, meetings, pressure to grow in your career, pressure to do the best among your peers, or other similar stresses. This is usually a phase where most people like to travel, pursue hobbies, relax, spend time with ...
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  • Retirement
    Retirement
    By WiserAdvisor Insights
    November 15, 2021
    1444
    0

    Ten Retirement Investment Strategies You Need to Know

    Many Americans spend their lives saving and planning for their golden years. But financial security in retirement does not happen at once. You need to put in years of planning, savings, and wise investments to ensure you can live a financially comfortable retired life. Alarmingly, only 40% of Americans have calculated how much they need ...
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  • portfolio
    Investment Management
    By WiserAdvisor Insights
    October 3, 2021
    2073
    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 ...
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  • High Net Worth Individual
    Retirement Planning
    By Jonathan Dash
    July 14, 2021
    4193
    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. ...
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  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    April 28, 2021
    842
    0

    How is Estate Planning Connected With Succession Planning

    Accumulating wealth and building a business can take years of rigorous hard work. Hence, taking concrete steps to safeguard your wealth and business from the changing times, evolving laws, and the notions and conflicts of future generations, is imperative. Over the years, the importance of estate and succession planning has come to the forefront. According ...
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  • Preserve-Wealth
    Financial Planning
    By Jonathan Dash
    April 7, 2021
    4549
    0

    10 Strategies for Preserving Your Wealth

    2008 brought to the world the worst financial disaster since the great depression of 1929. People lost their jobs, investments tanked, the value of real estate dropped, and financial anxiety was at its peak. The aftermath of the financial crisis of 2008 was equally alarming. There were approximately 8.8 million jobs lost in total with ...
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  • Financial-gifts-Children
    Education Planning
    By WiserAdvisor Insights
    March 2, 2021
    868
    0

    8 Best Financial Gifts for Your Children

    Whether it is the holiday season or a special occasion like a birthday, graduation, etc., gifts can be a great way to show appreciation, admiration, and love for your children. However, as parents, your responsibility towards your child goes beyond traditional gifts like toys, books, family vacations, a trip to the mall, or gadgets. As ...
    Read More
  • Retirement
    Retirement Planning
    By WiserAdvisor Insights
    January 22, 2021
    3061
    0

    Should Your Portfolio Become More Conservative as You Approach Retirement?

    Ideally, your portfolio grows with you. How you invest depends a lot on your age, and hence, your portfolio eventually shapes and looks different according to your life stage. Conventional wisdom suggests making your portfolio more conservative as you get older and approach retirement. It may be advisable to rebalance your asset allocation, lower the ...
    Read More
  • Impact of COVID-19 on your investment portfolio
    Investment Management
    By WiserAdvisor Insights
    August 7, 2020
    3627
    0

    Impact of COVID-19 on your investment portfolio

    The Coronavirus pandemic has moved people across the world towards making changes to their social and personal lifestyles. In addition to this, their investment portfolios have been affected too and may require adjustments amid the crisis in order to maintain balance and profitability. The primary purpose of these alterations is to secure the investments amid ...
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  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    March 5, 2020
    882
    0

    Three Estate Planning Documents Everyone Needs

    Estate planning is a broad concept encompassing financial planning and related aspects. As important as it should be, most people tend to exclude it from their financial planning. There are also some people who underestimate the size and value of their estate and do not give their estate plan the attention it deserves. Estate planning ...
    Read More
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