WiserAdvisor Blog
5 Min Read
01 Sep 2019
Things You Need to Know About IRA Beneficiary Designation
An Individual Retirement Account or IRA is an integral part of any financial planning. Not only does it ensure time savings for a relaxed post-retirement life, but it also provides many tax benefits. Most people are wise enough to open an IRA early in their careers. However, they put off one crucial task – naming […]
6 Min Read
29 Aug 2019
Here’s All You Need to Know About Inherited IRAs
40 years ago, when Individual Retirement Accounts or IRAs were rolled in motion as a vehicle of retirement savings, no one saw the generational turn investors would take. Since then, IRAs have become a popular investment tool. While opening an IRA, account holders generally have to name a beneficiary. These beneficiaries get precedence over anyone […]
6 Min Read
28 Aug 2019
The Dos and Don’ts of Financial Planning
Financial Planning is like laying out a road map for the future. It not only helps you plan your finances but also gives you a direction in life. Studies show that people who engage in financial planning are much more organized and efficient in financial matters. A lot of us do not consider planning for […]
5 Min Read
28 Aug 2019
Importance of Balancing Frugality with Minimalism
When it comes to spending, there are two kinds of people – minimalistic and frugal. Even though minimalism and frugality are different, they tend to intertwine now and then. Normally people tend to be frugal in their youth and turn to minimalism in later stages of life. Some try to balance the two together. Either […]
5 Min Read
23 Aug 2019
Avoid these 6 Wealth Creation Mistakes while Building Wealth
We are all in the continuous pursuit of creating and building wealth. The key to building wealth and preserving it is to plan before you act and back your decisions with solid research. Despite knowing the right thing to do, why do some people get there faster and are able to build a reserve for […]
5 Min Read
21 Aug 2019
10 Estate Planning Myths That Can Cost You
Most adults tend to forego estate planning in their financial goals strategy. There are several misconceptions around estate planning that deter people from exploring further. These unverified myths make people exclude estate planning from their financial planning goals and ultimately leave their family in a fix after they are gone. Given below are the most […]
5 Min Read
19 Aug 2019
What should every 50-something know about an Emergency Fund
The road to retirement is long, and even after you get there, you have many years ahead of you! According to a recent Huffington post, there has been an increase of 44% in the number of centenarians in America since 2000. With 70s being touted as the new retirement age, if you are in your […]
5 Min Read
18 Aug 2019
8 Wealth Creation Tips That You Must Know
The aim of every financial plan is to create wealth. Wealth creation is something humans aspire for from a very young age. Even before taking up a job or understanding their passion in life, most people are certain about wanting to make a lot of money. Here are some things that can help you in […]
5 Min Read
16 Aug 2019
5 Steps for incorporating Healthcare in Retirement Planning
Financial Speaker and author, Robert Laura, once stated, “A successful retirement isn’t one without problems, but one in which you learn to overcome them.” Deteriorating health is considered to be a major problem associated with old age, but it is also inevitable. This is why healthcare goals should be an important part of your retirement […]
5 Min Read
14 Aug 2019
The Best and Worst States to Retire in
Retirement is a golden period. You no longer have to wake up early and go to work. You do not have to sweat it out and meet deadlines. The kids are settled and can take care of themselves. You really are on your own, living your life in a blissful, slow, and steady fashion. If […]
4 Min Read
13 Aug 2019
Should You Invest In Foreign Stock Markets?
The value of the total global stock market is around $68 trillion. According to reports, foreign stock markets may outperform domestic stock markets in the coming decade. Such an analysis might urge several investors to look at investing in foreign stock markets and make suitable changes to the allocation of their funds. Wondering what are […]
5 Min Read
12 Aug 2019
Shedding Light on The Myths of Retirement
Certified financial planner, Mark Singer, wrote in his book, The Changing Landscape of Retirement – What You Don’t Know Could Hurt You, “I feel that one of the most important lessons that can be learned is that what we “see” may be different than what is actually in front of us.” Retirement planning can be […]
5 Min Read
05 Aug 2019
How to Get Entirely Tax-Free Retirement Income
Retirement planning in itself is a task that is dreaded by many. It is not just about making a decision; it is also about financially planning for it. The goal is to save as much as you can. And while you are at it, getting tax-free retirement income tops the priority chart. There is an […]
5 Min Read
31 Jul 2019
How to make Health Insurance part of your Retirement Planning
It is a universally accepted fact that health is wealth. Naturally, health should be of prime importance when planning for retirement too. As one ages and nears retirement, the body is more prone to medical issues. If you are wondering why it is important to include health insurance in your retirement planning priority list, here […]
5 Min Read
30 Jul 2019
5 Must-Read books for Investing
Ace investor Warren Buffett started investing at the age of 11, and he thought that was late. Indeed, it is never too early to start investing, but, when it comes to investing, it is also never too late. No matter how old you are, you can still start investing. Investing is an art and to […]
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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.