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Financial Planning

Home › Financial Planning › Page 5
  • Tax Brackets
    Financial Planning

    2021 Tax Brackets — How They Actually Work

    By WiserAdvisor Insights
    February 17, 2021
    Taxes are a significant part of your financial plan. They can reduce your overall earnings and eat into your investment returns. Taxes are also ...
    Read More
  • Financial Planning
    Financial Planning

    Top 5 Financial Planning Trends in 2021

    By WiserAdvisor Insights
    February 11, 2021
    Goodbye 2020 & Hello 2021! The start of a new year is a good time to review your personal finances, ditch those bad money ...
    Read More
  • Financial Habits
    Financial Planning

    5 Healthy Financial Habits You Need to Practice This Year

    By WiserAdvisor Insights
    January 25, 2021
    The New Year brings with it many new promises. Some people use this time to make resolutions. The promise of a new beginning is ...
    Read More
  • Investing
    Financial Planning

    7 Things to Remember About Index-Oriented Investing

    By WiserAdvisor Insights
    January 8, 2021
    Investing follows two major approaches – active investing and passive investing. With active investing, investors take on an aggressive front. They buy and sell ...
    Read More
  • Financial-Plan
    Financial Planning

    6 Reasons Why Frugality Is the Key to Making Financial Plans Successful

    By WiserAdvisor Insights
    December 24, 2020
    When it comes to financial planning, your mind automatically wanders to market graphs, economic journals, and financial advisors in business suits determining the next ...
    Read More
  • Deferred Annuities
    Financial Planning

    All you Need to Know Regarding Deferred Annuities

    By WiserAdvisor Insights
    December 22, 2020
    According to some reports, the global average life expectancy has nearly doubled to more than 70, since the early part of this century. As ...
    Read More
  • Financial Goals
    Financial Planning

    7 Ways to Stay Frugal to Achieve Your Financial Goals

    By WiserAdvisor Insights
    December 17, 2020
    Frugality does not mean living like a miser or cutting down on your basic needs. It is about spending money prudently. After all, a ...
    Read More
  • 7 Ways You Can Adjust Your Financial Planning Annually
    Financial Planning

    7 Ways You Can Adjust Your Financial Planning Annually

    By WiserAdvisor Insights
    December 2, 2020
    A pivotal piece of learning from the 2020 COVID-19 pandemic was that one must be prepared for any eventuality. Financially challenging times are particularly hard for ...
    Read More
  • Long Term Bonds
    Financial Planning

    6 Things You Should Know About Investing in Long-Term Bonds

    By WiserAdvisor Insights
    November 25, 2020
    Bonds are one of the most secure investments you can make. However, this $43.1 trillion market (as estimated in 2019), inclusive of multiple securities, ...
    Read More
  • 5 Things You Should Know Before Investing in ESG funds
    Financial Planning

    5 Things You Should Know Before Investing in ESG funds

    By WiserAdvisor Insights
    October 26, 2020
    ESG stands for environmental, social, and governance. As the name suggests, ESG investing offers investors the opportunity to invest in companies that follow the ...
    Read More
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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.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

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