Author: WiserAdvisor Insights
-
8 Ways to Pass on an Inheritance
Estate and inheritance planning offers the opportunity to create a lasting legacy while also ensuring the financial security of your heirs. However, passing on ... -
How Your Health Should Factor Into Your Financial Planning
The age-old saying that health is wealth may, in fact, be true. Health and financial planning must go hand in hand to ensure you ... -
What is Goal-Based Investing?
With the several investment strategies available to us, choosing one that suits your unique investment objectives can be confusing. A goal-based investing approach is ... -
How To Use BrokerCheck To Evaluate A Financial Advisor’s Credentials
What is BrokerCheck? BrokerCheck is a tool any investor can use to research a financial professional or firm. This tool enables individuals to complete ... -
How to invest 1 million dollars in the current market
Investing an amount as big as a million dollars can be a big decision. As the world continues to recover from the pandemic and ... -
How Financial Advisors Can Help Protect Elderly Clients From Fraud
Financial abuse, frauds, and scams are common in today’s day, and age, and the elderly are the most common victims of these frauds. According ... -
7 Ways to Protect Your Finances in 2023 from a Recession
A recession is defined as a temporary period of economic downturn. A country is considered to be in recession if its Gross Domestic Product ... -
5 Best Long-Term Investment Strategies for 2023
Long-term investment strategies are essential because they provide a less stressful way for individuals to achieve their financial goals. These strategies involve investing money ... -
7 Wealth Strategies For High-Net-Worth Individuals In 2023
High-Net-Worth Individuals (HNWIs) have a net worth of $1 million or more in liquid assets. In general terms, a high-net-worth individual is someone with ... -
6 Financial New Year’s Resolutions for 2023
As another year draws to a close and a new one begins, it is time to start thinking about what New Year’s resolutions you ...
