WiserAdvisor

JANUARY 3, 2024

Five retirement investing tips to build the ideal portfolio for your golden years Tip 1: Ensure your investment portfolio includes tax-advantaged accounts Building an ideal retirement portfolio begins with optimal use of tax-advantaged accounts like Roth and Traditional options.

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WiserAdvisor

MAY 3, 2023

While some employers provide disability insurance coverage, it may not be enough to cover all expenses. A personal disability insurance policy can supplement the coverage provided by an employer. Invest in long-term care insurance It is projected that by 2040, about one in five Americans will be 65 or older.

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WiserAdvisor

JANUARY 16, 2024

Further, retirees, on average, allocate 25% of their monthly spending toward food expenses. To manage this portion of your budget effectively, plan your meals, explore cost-effective grocery options, and consider cooking at home. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too.

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