WiserAdvisor Blog
6 Min Read
02 Jun 2020
Best Financial Planning Strategy for Children with Special Needs
Parenthood is a substantial financial and emotional responsibility. These duties increase multi-fold when bringing up a child with special needs. Parents usually worry about children’s health, education, and marriage. However, parents of children with special needs have a different set of worries like covering the cost of treatments, therapies, and having someone to take care […]
6 Min Read
01 Jun 2020
Bucket Strategy in Retirement Planning and Its Suitability
Table of ContentsWhat is the bucket strategy?Investment in various buckets1. Cash2. Fixed-income assets3. StocksSuitability of a bucket strategy1. Risk aversion2. Better financial predictability and clarity3. Growth of retirement accountsTo sum it up What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio […]
7 Min Read
28 May 2020
How is Estate Planning Different for Single Parents?
Parenting is both a joy and an ocean of responsibilities. Parents constantly worry about the well-being of their child, in their presence as well as when they are no longer around. Estate planning is one important measure to ensure the well-being of your children in case of your demise, incapacity, or disablement. Such situations massively […]
5 Min Read
12 May 2020
COVID-19 Pandemic Implications Highlight Significance of Financial Planning
The Coronavirus crisis has brought people face-to-face with their worst economic nightmares. While some might have been prepared to deal with financial emergencies, many others believed that they would never have to face such a time in their lifetime. For the majority of people, it is becoming increasingly difficult to emerge out of the financial […]
6 Min Read
11 May 2020
Financial Portfolio Adjustment Amid Coronavirus Pandemic
The COVID-19 outbreak has not only caused health panic but has also resulted in financial instability across the globe. The world economy has taken a downward plunge and investors are worried about the security of their investments. However, during this time, it is vital for people to understand the importance of maintaining composure and taking […]
6 Min Read
08 May 2020
Financial Planning To-Do List through Quarantine
The coronavirus pandemic has given people across the world a lot of time to mull over several aspects of life. Financial planning is one such facet that needs to be revisited during this period of quarantine so that investors can take the necessary steps for improvisation. People should also take advantage of the several relaxations […]
5 Min Read
07 May 2020
3 Simple Steps to Improve Your Finances Significantly
Financial management begins at home, right from the time you start getting your pocket money to when you manage and maintain complex investment portfolios. The idea is the same – to maximize profits and reduce risk. However, the ultra-modern way of living and maintaining an unbalanced lifestyle has not left much space for managing finances. […]
6 Min Read
06 May 2020
4 Approaches to Enhance Your Portfolio without Additional Taxes
Investors must periodically review, re-evaluate, and revamp their investment portfolio. This is necessary because depending upon the returns offered by each asset over time, the original composition of investment changes. Subsequently, all the factors associated with the portfolio, like absorbable risk, tax liability, etc. gets modified. During these times, tactful improvisations in the portfolio can […]
5 Min Read
05 May 2020
The Effect of a 529 Plan on Financial Aid
Many parents establish a 529 savings account for their children’s future higher education. However, there is a notable concern associated with it. A 529 account can have an adverse effect on a student’s eligibility for need-based federal financial aid. These implications primarily depend on two factors: Ownership of the account Distributions and withdrawals A comprehensive […]
7 Min Read
04 May 2020
Here’s How You Can Check Your Portfolio’s Risk Level
A general portfolio is a mix of equity, bonds, and cash, each with its own risk and reward trajectory. Equity or stocks are riskier and highly rewarding, while on the contrary, bonds are subject to a lesser threat but can also have lower returns. In a typical scenario, people like to believe that the higher […]
5 Min Read
29 Apr 2020
Six Gifting and Tax Strategies to Leverage Amid the Coronavirus Outbreak
The world seems to be grappling with an unprecedented crisis right now. The Coronavirus pandemic is far from what the human race has ever witnessed. While the physical and mental health effects of COVID19 have been a concern for many, the financial repercussions of the outbreak can also not be ignored. With economic growth on […]
5 Min Read
27 Apr 2020
Revisiting Your Financial Plan Amid The Global Pandemic? Here’s All You Need to Know
COVID-19 has had a massive impact on the lives of many people. The virus has disrupted every country in the world and crashed markets around the globe. As the economies go down and a bear market appears, investors have been stressfully watching the changes from the edge of their seats. But the important thing to […]
6 Min Read
24 Apr 2020
COVID-19 Pandemic: Why It Is the Best Time to Plan Your Estate and Write a Will
With a pandemic affecting the entire globe, many people have started second-guessing their decisions, investments, and strategies. The COVID-19 pandemic has also made people question the health care system and their chances of survival amidst the chaos and falling infrastructures. While a cure for the virus is being tested in labs beyond anybody’s control, the […]
5 Min Read
23 Apr 2020
Portfolio Protection Strategies to Be Successful in Bear Markets
A peak to trough drop of 20% or more in US large cap stocks is referred to as the bear market. This is a time when the prices of securities drastically fall. Although it is hard to predict a bear market and how long it can last, the 2020 bear market can be easily linked […]
6 Min Read
22 Apr 2020
The Dos and Don’ts to Protect your Investment Portfolio in a Bear Market Amid The COVID-19 Pandemic
Coronavirus has not only disrupted our daily routines and lifestyle habits, but it has also caused a severe economic downturn around the world. The stock market is crashing, share prices are at an all-time low, and people are beginning to question their investment portfolios. This can be stressful for young and old investors alike. However, […]
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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.