Author: WiserAdvisor Insights
A team of dedicated writers, editors and finance specialists sharing their insights, expertise and industry knowledge to help individuals live their best financial life and reach their personal financial goals. We believe that there is no place for fear in anyone's financial future and that each individual should have easy access to credible financial advice.
5 min read
24 Nov 2019
Living Trusts: Facts and Fiction
Estate planning, simply put, is the management and distribution of one’s assets after their death or incapacitation. Its primary objective is to distribute a person’s estate to its rightful heirs, with a focus to reduce estate tax. Of the many methods involved in estate planning, the two basic ones are writing a will and setting […]
5 min read
23 Nov 2019
Does Your Estate Plan Work?
Estate planning is an indisputable way to a secure future. Starting with the simple step of making a will, estate planning can also involve setting up a trust, preparing a power of attorney, protecting the interests of a minor, and much more. In fact, contrary to popular belief, everyone needs an estate plan even if […]
4 min read
22 Nov 2019
All About Setting Financial Goals
The importance of savings is well-known, but just merely hoarding cash in a cabinet is of no use unless you have specific goals. Setting up financial goals can help you shape your future. Without a set of targets, you would find yourself spending on unnecessary items, and falling short of funds in case of an […]
4 min read
18 Nov 2019
Why Do You Need to Have a Portfolio Protection Strategy?
Much like the market, your portfolio protection strategy should be dynamic in nature. With changing laws, market situations, economic expansion and downturn, the value of your assets and their tax liabilities also change. Creating a portfolio is not a one-time task. There will be many times when you will be required to make immediate decisions […]
3 min read
15 Nov 2019
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 […]
4 min read
13 Nov 2019
Mistakes People Make With Their Retirement Benefits
Not getting everything exactly right remains a common inevitability about retirement planning. One isn’t always very sure about how their needs and expenses may change in the future. The best thing they can do is guess and estimate. But because of the unpredictability of the future, forecasting retirement benefits can sometimes lead to mistakes rather […]
5 min read
11 Nov 2019
Tips to Minimize Estate Taxes with Proper Estate Planning
Estate planning is often an ignored subject, yet an important one which should be on the top of your priority list. More than half of the adult U.S population is yet to make a will. The absence of a will could prove to be disastrous for their children if a tragedy were to strike. As […]
5 min read
08 Nov 2019
The Ultimate Guide on Budgeting and Expense Tracking
According to a survey conducted by the World Bank in 2017, America is the world’s largest consumer market in the world. This data gives us a clear insight into the country’s consumer spending behavior. The modern world presents each of us with various products and services to spend our money on. Whether it is grabbing […]
5 min read
06 Nov 2019
Importance of Debugging Errors in Retirement Calculations
Regardless of your age or the profession you are in, retirement is bound to come knocking on your door someday. Experts say that the right time to start saving for retirement is the day you earn your first paycheck. Considering that most people start working in their 20s or 30s, it may seem like there’s […]
4 min read
05 Nov 2019
Retirement Planning If You Started Late
There can be many reasons for starting to save late. Not everyone hits the jackpot and a stable job in their 20s or 30s. Some people are occupied with family duties, some struggle to pay off student debt, and some are just complacent. Regardless of the reason, the importance of retirement planning cannot be stressed […]
5 min read
03 Nov 2019
Are You Saving Enough?
The one advice that people often receive from parents, grandparents, mentors, and even bosses, is to save money. It is also something that we unconsciously advise people around us to follow. But, even though saving money is considered to be a universal rule, nobody really talks about how much one should save. In this ever-changing […]
5 min read
01 Nov 2019
7 Common Assumptions About Retirement Planning
Retirement planning can seem like a never-ending activity. Financial experts advise people to start saving for retirement as early in life as possible. A process this long is bound to create some misconceptions in your mind. Keeping up with market fluctuations, the changing state of the economy, rising and falling real estate prices, etc., can […]
3 min read
31 Oct 2019
Clearing air around the term “Tax Exempt”
Having to pay huge sums of tax on your hard-earned assets can pinch a little. This is why most people are always on the lookout for ways to evade tax or invest in assets that reduce their tax load. The term ‘tax-exempt’ means to be eligible to not pay income tax to the government. Certain […]
5 min read
29 Oct 2019
Financial Tips for a Lifetime
Managing your finances optimally can often be the key to a happy life. Unfortunately, many of us are weak at managing our finances and usually don’t end up as comfortable and wealthy as we could. It’s a fact the there is a deep link between life and money. Most Important Financial Tips at 3 Crucial […]
4 min read
27 Oct 2019
How to Find the Right Withdrawal Rate from Your Retirement Corpus?
Retirement planning refers to saving money for when you finally decide to leave the workforce behind. In most developed nations, the age of 65, is traditionally seen as an acceptable time to retire. If we go by recent trends, we will find that an average American retires at the age of 62. This leaves them […]
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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.