WiserAdvisor Blog
13 Min Read
31 Jan 2022
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 […]
10 Min Read
27 Jan 2022
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 […]
11 Min Read
25 Jan 2022
Seven Investing Principles for Investment Success
The world of investing is complicated, especially for new investors. Undoubtedly, investing can cause a genuine fear of loss among new investors. Moreover, even seasoned investors can be fearful of the investment world in some cases; specifically, the fear of financial loss. This feat could lead to them making irrational investment decisions to avoid making […]
13 Min Read
12 Jan 2022
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 […]
12 Min Read
07 Jan 2022
6 Financial New Year’s Resolutions for 2022
The New Year is finally here, and it brings with it the possibility of new beginnings. New Year resolutions are infamous all over the globe. People often resolve to build and follow certain habits, but, more often than not, fail to keep up. One of the main reasons for this is the lack of focus […]
11 Min Read
05 Jan 2022
What Is A Fiduciary Financial Advisor?
A fiduciary refers to an individual who acts in the best interests of his client at all times and puts the clients’ interests ahead of his own. A fiduciary has a legal and ethical obligation to preserve their clients’ trust. A fiduciary is a financial advisor registered with the U.S. Securities and Exchange Commission (SEC), […]
12 Min Read
03 Jan 2022
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 […]
11 Min Read
27 Dec 2021
5 Investing Tips for 40 Year Olds
40 year olds are at an interesting place in their lives. The uncertainties of your 20s and 30s are far behind you. 20s are spent figuring out your goals and aspirations. They are also riddled with student loans, finding a job, a place to stay, transitioning from the life of a student to the life […]
12 Min Read
19 Dec 2021
Can You Open a Roth IRA After You Turn 60?
Retirement is a time in life that a lot of people look forward to. Life is a lot more relaxed after retirement as the stress and deadlines of work are no longer there. You can use this time to pursue hobbies, travel the world, catch up with friends and family, and live a relaxed and […]
14 Min Read
14 Dec 2021
6 Strategies to Protect Ultra-High-Net-Worth Family Wealth
The term ultra-high-net-worth invokes a sense of financial security. Possessing such high amounts of wealth gives most people relief and confidence in leading a financially sound and comfortable life. Typically, an ultra-high-net-worth individual is someone with a financial standing of at least $30 million or more. This could be either in liquid or illiquid assets […]
9 Min Read
07 Dec 2021
Understanding The Warren Buffett Retirement Investment Strategy
If you invest your money, read a financial journal, want to excel at financial planning, and are striving to grow financially with every move, you must have heard of the famous Warren Buffett. Warren Buffett is nothing short of royalty in the world of finances. He is often found on the list of some of […]
11 Min Read
30 Nov 2021
Do I Need a Financial Advisor or an Accountant?
When it comes to managing your money or taking any decisions on saving, spending, or investing it, a professional’s opinion can be indispensable. While you may or may hold the required knowledge, understanding, and expertise in money matters, a professional has years of experience, educational qualifications, and aptitude to assist you on these matters. Not […]
14 Min Read
23 Nov 2021
End-of-the-Year Personal Finance Checklist for 2021
It is almost time to bid goodbye to 2021. The year has been a mix of challenges and opportunities. With the pandemic settling down and the stock market regaining its old charm, 2021 is ending on a good note. Even though the year brought respite for millions of Americans after the tumultuous 2020, the personal […]
13 Min Read
15 Nov 2021
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 […]
12 Min Read
01 Nov 2021
Here’s Why the Role of a Financial Advisor in Estate Planning Is Critical
Some people believe that estate planning is for the rich. Others are under the misconception that you do not need comprehensive estate planning if your estate is worth $11.7 million in 2021, which is the federal estate tax exemption limit for 2021. However, every adult, and every family, needs an estate plan. Attending this essential […]
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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.