WiserAdvisor

SEPTEMBER 27, 2023

The 401(k) retirement plan is one of the most powerful tools. This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. Moreover, it facilitates financial discipline with consistency. But is it truly enough to sustain a comfortable retirement?

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Risk Tolerance Retirement Taxes Retirement Planning 52

WiserAdvisor

SEPTEMBER 6, 2023

Maintaining a balanced approach is critical in financial planning. Overindulgence in information can lead to poor decisions, and excessive monitoring of your retirement account balance can result in stress. Checking your retirement account balance too often can have a psychological impact on you.

Accounting 52

Accounting Retirement Asset Allocation Retirement Planning 52

WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. Rich individuals do not simply hoard their money in bank accounts. How are the wealthy investing their money?

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Investing Investments Financial Advisor Taxes 59

WiserAdvisor

AUGUST 25, 2023

Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. One practical approach is to convert traditional retirement accounts, like a 401(k) or a traditional IRA, into a Roth IRA. What is a Roth IRA rollover?

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Taxes Retirement Financial Advisor Accounting 52

Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Unlike average investors, high-net-worth individuals (HNWIs) typically utilize accumulated assets and a constant income stream to pay for their future expenses.

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Financial Planner Estate Planning Certified Financial Planner Retirement Planning 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

A 401(k) is a qualified retirement plan that is sponsored by an employer. It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. You can participate in an employer-sponsored 401(k) and contribute to an IRA; you do not have to choose one or the other.

Taxes 52

Taxes Financial Advisor Retirement Retirement Planning 52

James Hendries

SEPTEMBER 27, 2022

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge. Know what your financial needs are. Do you participate?

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Education Retirement Retirement Planning Financial Planner 52

WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. While everyone’s financial circumstances are unique, having a ballpark figure for expected expenses can serve as a useful guide. How much does the average retiree spend per month at the age of 65?

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Retirement Planning Retirement Planning Financial Advisor 52

Good Financial Cents

AUGUST 5, 2023

After all, if at least 22 million people can do it, so can you. All you need are the right strategies and a generous helping of patience, and you can do it too. To help you in that pursuit, below, I’ve laid out ten ways to make one million dollars. Use Your Employer Sponsored Retirement Plan for All it’s Worth 5.

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Retirement Planning Retirement Planning Portfolio 90

Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. Here are 5 signs it might be time to hire a financial advisor.

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Financial Advisor Retirement Budgeting Wealth Accumulation 75

WiserAdvisor

JUNE 13, 2023

Retirement planning focuses on the steps you need to take to achieve your desired retired life, such as saving and investing wisely, creating a budget, and considering your healthcare needs. However, it is also essential to be aware of the potential pitfalls and things to avoid during the retirement planning process.

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Retirement Retirement Planning Financial Advisor Healthcare 52

Sara Grillo

NOVEMBER 14, 2022

Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? He is a flat fee advisor; not a licensed insurance agent. For those of you who are new to my blog, my name is Sara. The retirement crisis in America is real.

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Insurance Financial Advisor Retirement License 59

WiserAdvisor

JULY 18, 2023

With its unique benefits and long-term growth potential, the Roth Individual Retirement Account (IRA) has become a popular choice among individuals seeking to build a retirement nest egg. You may consult a financial advisor to understand more on how an IRA can benefit you. What is a Roth IRA?

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Taxes Retirement Distribution Retirement Planning 52

WiserAdvisor

JUNE 22, 2023

Hiring a financial advisor can be an excellent step towards building your financial future. They can help guide you in managing your finances and in avoiding costly financial mistakes in the long run. You can do this by asking pertinent questions during your discussions with your advisors.A

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Financial Advisor Portfolio Investing Investments 52