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Tag: retirement planning

Home›Posts Tagged "retirement planning"
  • Retirement
    Retirement Planning
    By WiserAdvisor Insights
    January 22, 2021
    41
    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
  • Deferred Annuities
    Financial Planning
    By WiserAdvisor Insights
    December 22, 2020
    159
    0

    All you Need to Know Regarding Deferred Annuities

    According to some reports, the global average life expectancy has nearly doubled to more than 70, since the early part of this century. As life expectancies continue to rise, retirees may need to reconsider their financial strategies and account for supplemental regular income streams to support them during the non-working years of their lives. Deferred ...
    Read More
  • Retirement Income
    Retirement Planning
    By WiserAdvisor Insights
    December 18, 2020
    214
    0

    What Are Good Tax Strategies for Retirement Income – Tips and Guide

    Taxes affect your income while you are working, as well as after you retire. According to a recent survey of nearly 130,000 American consumers, an average American pays nearly $10,500 in income taxes annually, which is nearly 14% of an American household budget. It is prudent to build-up a strong corpus for your retired years by investing ...
    Read More
  • Retirement Planning
    Retirement Planning
    By Dash Investments
    November 24, 2020
    237
    0

    Are You Ready to Retire? 6 Important Factors to Assess Your Retirement Readiness

    Retirement readiness measures how equipped you are to comfortably live the golden years of your life. It estimates your financial preparedness and the degree to which you can support your current standard of living after you retire. According to the 2019 Consumer Finances Survey of the Federal Reserve, in households governed by a person between ...
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  • Importance of Investing Acumen for a Secure Retirement
    Retirement Planning
    By WiserAdvisor Insights
    September 28, 2020
    227
    0

    Importance of Investing Acumen for a Secure Retirement

    Everybody dreams of living a comfortable life when they grow old and have no regular source of income. For this, some start planning for their retirement when young, while others begin at a later time in their life. But irrespective of the age, efficient retirement planning requires investing acumen. Since most of your retirement planning ...
    Read More
  • Covid-19-Crisis-Financial-Plan
    Retirement Planning
    By WiserAdvisor Insights
    July 28, 2020
    1637
    0

    Do You Need to Rejig Your Financial Plan Because of the COVID-19 Crisis?

    The global pandemic of COVID-19 has spiked volatility and given rise to several grave concerns. Its impact on the health and mental well-being of people is one side of it. The other equally serious implication is on the financial health of the economy. The world is facing a financial crisis for which no one was ...
    Read More
  • Transitioning From A Saver To Spender In Retirement
    Retirement Planning
    By WiserAdvisor Insights
    July 21, 2020
    1043
    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 ...
    Read More
  • Learn From COVID-19 to Improve Your Retirement Plan
    Retirement Planning
    By WiserAdvisor Insights
    June 15, 2020
    2172
    0

    4 Things You Can Learn from COVID-19 to Improve Your Retirement Plan

    COVID-19 has affected the global community. With more than 6.6 million cases around the world, the pandemic has caused many serious implications. The impact has not only been on the physical or mental health of people but has also affected their financial well-being. The crisis has become one of the most critical challenges faced by ...
    Read More
  • The Effect of COVID-19 on Retirement Planning
    Retirement Planning
    By WiserAdvisor Insights
    June 8, 2020
    295
    0

    The Effect of COVID-19 on Retirement Planning

    For those who do not have a retirement plan in place, this might be the right time to make one. With many uncertainties lurking around, the formulation of a concrete retirement strategy has become a necessity. The idea behind a retirement plan is to secure the future and make sure that when one is not ...
    Read More
  • Bucket Strategy for Retirement Planning
    Retirement Planning
    By WiserAdvisor Insights
    June 1, 2020
    1024
    0

    Bucket Strategy in Retirement Planning and Its Suitability

    What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associated with each bucket are different.  ...
    Read More
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