WiserAdvisor

JUNE 4, 2025

Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. While each of these goals is important individually, what matters more is how they all fit together.

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Financial Planning Planning Financial Advisor Ethics 59

WiserAdvisor

JULY 25, 2023

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. They can create a comprehensive financial plan tailored to your specific needs and goals. You may also want to prioritize some investments, such as Environmental, Social, and Corporate Governance (ESG).

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Financial Advisor Communication Portfolio Financial Planning 52

WiserAdvisor

DECEMBER 11, 2022

It can offer mental peace and lower the chances of taking on debt. Strategize debt management. Debt reduction or elimination can be one of the financial resolutions for the coming year. Debt is a major deterrent to your economic growth. This not only affects you in the present but also jeopardizes your future.

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Financial Advisor Taxes Retirement Accounting 40

WiserAdvisor

JANUARY 16, 2024

Let’s consider a hypothetical scenario where your present household income is $90,000. Applying the 80% rule, you should plan on having at least $72,000 annually during your retirement years. To secure a stable financial future, you must address outstanding debts before retiring.

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Retirement Planning Retirement Planning Financial Advisor 40