WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. A well-structured approach ensures that every aspect is carefully considered. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

WiserAdvisor

OCTOBER 20, 2023

Cultural, familial, and peer influences Our financial behaviors are deeply rooted in the socio-cultural and familial contexts we grow up in. Different cultures have varied attitudes toward saving, spending, debt, and wealth accumulation.

Financial Planning 96

Financial Planning Planning Financial Advisor Wealth Accumulation 96

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. Retirees must carefully strategize to minimize taxes during their non-working years.

Taxes 52

Taxes Retirement Financial Advisor Accounting 52

Envision Wealth Planning

MAY 23, 2022

According to Scott, I try to minimize conflicts as much as possible starting with the way I charge fees to clients. Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed. The vast majority of financial advisors do not. I’ve had a few clients receive large windfalls from an IPO.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52