Author: WiserAdvisor Insights

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.

5 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 […]

5 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 […]

4 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 […]

4 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 […]

4 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 […]

4 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 […]

4 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 […]

4 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 […]

3 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 […]

4 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 […]

4 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 […]

4 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 […]

4 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 […]

4 min read

29 Jul 2019

Everything you need to know about Evidence-based Portfolio

The last decade was a turbulent one for the U.S stock market. March 2009 saw an all-time low with the global financial crisis gripping the markets all around the globe. Since then, the upward rise of the market has confused investors on how to invest. The fear and excitement of what the future holds have […]

3 min read

26 Jul 2019

Best Retirement Calculators to plan Retirement

It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a retirement calculator helps you calculate […]

Subscribe to our
newsletter & get helpful
financial tips.

By clicking "Subscribe", you agree to the terms of use of the service and
the processing of personal data.

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.