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.
10 min read
01 Jul 2024
How to Build Retirement Savings if You Have Just Turned 40
Saving early for retirement has several advantages, but it is not always possible for everyone. Many people begin their careers later in life and may struggle to secure stable incomes in their early years, making it challenging to contribute to a retirement fund. According to data, the median 401(k) balance for Americans aged 40 to […]
7 min read
12 Jun 2024
The Right Time to Start Making an Estate Plan
Estate planning is an essential part of securing your financial future that ensures your assets are distributed according to your wishes. Many regard it as a mere legal formality but it is more than just that. Estate planning allows you to leave your assets to your loved ones in a way that is hassle-free for […]
9 min read
10 Jun 2024
4 Ways Financial Advisors Can Help with Debt Management
A financial advisor is pivotal in helping you accomplish your financial goals. However, their role extends beyond just helping you achieve financial gains. They also assist in eliminating financial burdens. While it is essential to focus on acquiring assets, such as buying a house and accumulating wealth, it is equally crucial to address aspects that […]
10 min read
30 May 2024
How To Evaluate a Financial Advisor
There are several benefits to hiring a financial advisor. However, you must hire a suitable advisor to reap these benefits fully. There are many options available based on the type of services these professionals provide, their fee models, working preferences, location, and more. Yet, even after selecting the best professional, if your financial advisor does not work for you, your […]
9 min read
22 May 2024
5 Ways to Improve Your Financial Well-being
Financial wellness is essential for numerous aspects of your life, including education, housing, healthcare, and more. When your finances are stable, you have little to worry about and can focus on other important areas of life. If you notice your financial health faltering, it is crucial to address it promptly and treat it with the […]
10 min read
15 May 2024
How Do Retired Millionaires Maintain Their Wealth?
Making money is crucial, but knowing how to sustain and grow that wealth is equally important. Without careful management, your wealth can vanish sooner than expected. Creating and maintaining wealth is an ongoing journey that requires diligence in spending, investing, and earning. Learning some millionaires’ investment secrets and strategies can provide you with valuable insights into effective […]
8 min read
06 May 2024
Don’t Wait to Hire a Financial Planner Just Before Retirement
Most people tend to associate hiring a financial advisor only while planning for their retirement. This is why they often wait until the years preceding their retirement to seek professional guidance. However, if you need the guidance of a professional, a financial advisor should be hired much earlier in life. Not only is it advised to hire professional help early, […]
14 min read
19 Apr 2024
6 Things You Should Know to Create a Robust Estate Plan
While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing. It outlines how your estate should be distributed and minimizes […]
14 min read
12 Apr 2024
What is a Good Financial Advisor to Client Ratio?
The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the […]
11 min read
28 Mar 2024
Late Start on Retirement Savings? How to Try and Catch Up in Your 50s
As you enter your 50s, the urgency of retirement savings becomes palpable. For those who find themselves behind on their retirement savings, the path ahead may seem daunting. With the average Gen X household boasting a mere $40,000 in retirement savings, according to the National Institute on Retirement Security, the need for prompt action becomes […]
13 min read
19 Mar 2024
How Wealthy People Invest Their Money for High Returns
You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. The wealthy make strategic […]
12 min read
29 Feb 2024
How Working with a Financial Advisor Helps You Retire with More Wealth
Navigating the complex world of personal finance, especially with retirement looming on the horizon, can be daunting. With numerous investment options, fluctuating markets, and evolving financial goals, it is easy to feel overwhelmed. However, there is good news. Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to […]
12 min read
14 Feb 2024
Turn Your Hobbies into Interesting Money-Making Investment Opportunities
In today’s times, financial stability is a universal goal. People all around the world strive to make money. While it is commonly acknowledged that money itself cannot buy you happiness, its influence on essential aspects such as education, healthcare, and housing cannot be understated. However, the journey to create wealth need not be confined to […]
12 min read
12 Feb 2024
Asset Allocation Strategies for Better Returns
Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. It aims to mitigate risk while capturing growth opportunities. Asset allocation is not a one-size-fits-all solution; it varies significantly among investors based on individual […]
14 min read
23 Jan 2024
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being, others may fall short of […]
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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.