WiserAdvisor Blog
5 Min Read
27 Mar 2020
Comparison of The Two Retirements: FIRE and Traditional Retirement
Retirement is a phase when you intend to lead a comfortable and peaceful life after working hard for many years. To have a comfortable retired life when you no longer receive a regular salary or earn a fixed income, it is important to plan appropriately and save consistently. But with changing times, the idea of […]
5 Min Read
25 Mar 2020
Wrong Assumptions That Are Dangerous for Your Financial Plan
Securing your future starts with the right kind of financial planning. Whether you are building a corpus for your retirement or saving for a long-term goal such as a child’s education or marriage expenses, planning is an integral part of achieving your desired goal. But financial planning is not as simple as it sounds. Even […]
6 Min Read
24 Mar 2020
Significance of Correctly Answering Risk Tolerance Questionnaires
A risk tolerance questionnaire assists investors in understanding their outlook on investment opportunities. It also provides them with knowledge of financial markets and the economy. Financial planning is a complex task, which requires complete and correct details to arrive at suitable investment decisions for every individual. Apart from other information, one of the most important […]
5 Min Read
23 Mar 2020
How to get rid of Money Anxiety?
Is money anxiety even a thing? Yes, it is! Money anxiety is something we all have dealt with or are likely to deal with at some point in our life. Sometimes, you may not even know that you are money anxious unless you take note of it. But the good part here is that money […]
6 Min Read
23 Mar 2020
Important Characteristics of the Best Financial Advisors
As earning members of society, most people have certain financial aspirations that are linked to their personal goals. To achieve such goals, you must learn to manage your income and wealth efficiently so that it grows with time. In the initial phase of your professional life, it is easy for you to manage your taxes […]
6 Min Read
19 Mar 2020
7 Factors You Must Remember to Ensure Investment Success
A good investment can be defined as one that provides profits in the long run. However, with the various investment options offered in the market, it is essential to be extremely vigilant and careful while selecting an instrument. Investors must specifically be cautious of new and excessively attractive investment propositions. It is also necessary for […]
6 Min Read
18 Mar 2020
Important Aspects of Personal Finance in A Changing Economy
Living standards have gone up, the meaning of homes has changed to multi-storeyed castles, there is no cap on high paying jobs, and so much more to sit and think of. There is almost nothing tangible in this world that cannot be bought with money. Yet, in this changing economy, the level of satisfaction and […]
6 Min Read
17 Mar 2020
Value Stocks vs. Growth Stocks: Which One is Right for You?
Every investment is driven towards the enhancement of wealth. When it comes to stocks, investors either buy stocks in the anticipation of making profits by selling the stock when its price increases or by earning dividends paid by the company as investment income. Investors who have knowledge of the types of stocks, namely growth and […]
14 Min Read
16 Mar 2020
Understanding the Reasons of the Shift from Active to Passive Investing
A recent report released by the Investment Company Institute (ICI) stated that passive fund investments have crossed active fund investments and reached an $11 trillion benchmark in 2020. A significant shift in investment styles can be seen across the world. Investors are slowly moving major portions of their investments from active to passive funds and […]
6 Min Read
15 Mar 2020
Things You Can Learn From 1099 Forms
Many individuals have more than one source of income. The money may not necessarily come from employment but other avenues such as interest on deposits, dividends, capital gains, retirement plan distributions, freelance projects, and more. When accounting for taxes, all these sources of income need to be assessed too. Your tax liability will be determined […]
5 Min Read
13 Mar 2020
Everything you Need to Know About Lifetime Income Options
With advancements in modern medicine, people today live longer than their ancestors. America is expected to have 589,000 centenarians by 2060, as opposed to 82,000 in 2016. While humans have been chasing the idea of a long life for many decades, the one problem that people are still tackling is generating enough income. For a […]
5 Min Read
12 Mar 2020
What is Liquid Net Worth and How Can You Calculate It?
Maintaining finances involves dealing with various parameters and methods that help you gauge the true worth of a person. While it is difficult to tag things in black and white, there are a few parameters that give a fairly clear idea of how things currently are. One such parameter is the net worth of a […]
6 Min Read
11 Mar 2020
Everything You Need to Know About Tax-loss Harvesting
If you thought you could only gain from an increase in the value of your portfolio, you may not be entirely correct. While you indeed gain when the value of the assets in your portfolio increases, you can also substantially benefit when the value of some assets decreases. This is possible by a mechanism called […]
5 Min Read
11 Mar 2020
Picking the Right Investment in Your 50s
Your 50s are a significant time in your life. This is the time when you are well settled and probably at the peak of your career. But this is also the time when you are nearing retirement and need financial security more than ever. Investing in your 50s becomes crucial to strengthening your retirement nest […]
5 Min Read
10 Mar 2020
Three Estate Planning Mistakes Investors Make with IRAs and 401(k)s
People make savings and investments keeping in mind the needs of their families. Most of the time, one generation is diligent and resourceful to turn their savings into heritage for the upcoming generations. There are several instances where people are still enjoying the earnings from their forefathers’ investments. However, as someone looking to build a […]
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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.