WiserAdvisor

JUNE 13, 2025

In this article, we’ll walk through some of the most common investment mistakes retirees make. By understanding these risks now, you can make smarter choices, protect what you’ve built, and feel more confident about your financial future. Name your beneficiaries: Especially for accounts like 401(k)s, IRAs, and insurance policies.

Estate Planning

WiserAdvisor

JUNE 4, 2025

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. They want a financial strategy that takes every aspect of their life into account, such as their income situation, investment goals, debt, risk appetite, and more.

Financial Planning

Validea

JUNE 16, 2025

Benjamin Graham – The Deep Value Purist Graham’s approach, considered the bedrock of value investing, focuses on balance sheet strength and low valuation. Sample picks: Heritage Insurance ( HRTG ): +56.0% Choosing the “best” investing strategy isn’t always just about performance. Sample picks: Comfort Systems USA ( FIX ): +35.6%

Valuation

Workable Wealth

OCTOBER 14, 2020

A financial plan can define your current savings plan, investment allocations, risk profile, desired lifestyle, projected expenses, and more to achieve that goal. The right plan can help you invest, make better spending and savings plans, and develop healthy financial habits. Emotional Investment Choices. Tax Planning.

Financial Planning

Yardley Wealth Management

SEPTEMBER 24, 2024

Whether it’s staying disciplined during market volatility or resisting the urge to make impulsive investment decisions, having a professional by your side can help you stay focused on your long-term goals. It covers many aspects of your financial life, such as budgeting, saving, investing, insurance, and retirement.

Tax Planning

WiserAdvisor

JUNE 27, 2025

They max out a 401(k), skim through Social Security rules, maybe even dabble in stocks, but when retirement day approaches, they realize their savings, insurance, or investment mix just doesn’t add up. A bridge plan for health insurance (since Medicare only begins at 65). And invest in broad, long-term growth vehicles.

Retirement

WiserAdvisor

JUNE 11, 2025

They can have a direct impact on the stock market, and by extension, on your retirement investments, including your 401(k). Still, while your 401(k) may benefit from long-term investing, your monthly budget could feel the impact of tariffs right now. You can maintain an investment of 5% to 10% of your salary and increase it over time.

Budgeting

Yardley Wealth Management

DECEMBER 10, 2024

Invest Wisely Investing wisely is crucial for building wealth and achieving long-term financial goals. Single women should develop a diversified investment portfolio that aligns with their risk tolerance, time horizon, and financial goals.

Retirement Planning

Carson Wealth

MAY 8, 2025

Taxable investment accounts may be another option and provide additional tax diversity in your saving strategy. Get Your Risk Management in Place Managing risk can be a critical part of your retirement strategy. Insurance can help protect your assets and can shield your loved ones from unexpected financial hardship.

Retirement

Nerd's Eye View

JUNE 12, 2024

For example, if an advisor recommends an investment that prioritizes the commission they would receive rather than any benefit the client would derive from it, they could incur fines and sanctions for violating their fiduciary duty as an advisor.

Fiduciary Duty

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing

The Chicago Financial Planner

OCTOBER 21, 2021

Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. High deductible health insurance plans . HSA accounts can only be used in conjunction with a high-deductible health insurance plan. Not sure if your investments are right for your situation?

Retirement Planning

Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

Investing

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. But does that mean they are safe for you to invest your money? No investment is completely risk-free, so it’s important to do your own research before investing any money.

Investing

MainStreet Financial Planning

MARCH 15, 2023

Even though the federal government has rescued SVB and guaranteed all deposits over the FDIC insurance limit of $250,000 per account, that doesn’t mean they will be doing it again for other banks. Let’s review and recap how Federal Deposit Insurance Corporation (FDIC) insurance works and what other alternatives are available.

Insurance Coverage

WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.

Financial Advisor

Good Financial Cents

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

Investing

Good Financial Cents

JULY 6, 2023

You have to invest your money if you want it to start growing to its full potential. Also know that most “regular people” who’ve built real wealth started with small sums, kept on investing, and watched as their money snowballed from there. But, how do you do that if you only have $100 to get started? Ads by Money.

Investing

Good Financial Cents

NOVEMBER 16, 2022

Real estate investing can be intimidating to new investors – you must search for the right property, obtain financing, purchase the property, and then find tenants. Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. Table of Contents About Roofstock.

Investing

Clever Girl Finance

MARCH 30, 2023

You could spend it on a luxurious vacation or a new car or perhaps invest it wisely to set yourself up for financial stability in the future. let's find out the best way to invest $20k! Soon you will better understand the various investment options available to you. So, without further ado, let's explore what to do with $20k!

Investing

Good Financial Cents

DECEMBER 13, 2022

But where should you invest your $15,000? In the meantime, you’ll want to consider how much risk you’re willing to take to get a reasonable return. Table of Contents 16 Ways to Invest $15,000 in 2023. Auto-Pilot Investing. Invest in Fractional Shares. Invest in Crypto . Invest in Farmland .

Investing

Clever Girl Finance

DECEMBER 1, 2022

It details your current money situation, as well as your financial system, including things like investing, saving, retirement, and estate plans. A diversified portfolio of investments. The right type of insurance coverage (Life, health, disability, home, etc.). And do you have any money invested? Retirement savings.

Financial Planning

WiserAdvisor

MARCH 30, 2023

With the several investment strategies available to us, choosing one that suits your unique investment objectives can be confusing. A goal-based investing approach is one such strategy. Consider consulting with a professional financial advisor who can help you understand whether a goal-based investing approach is right for you.

Investing

Clever Girl Finance

OCTOBER 14, 2022

You’ll need to set up checking, saving, and investment accounts. However, this will depend on your risk tolerance. For example, you may need to pay for insurance at one time which may cost thousands of dollars. Start investing (a big part of how to manage your money). Compare insurance options.

Management

Carson Wealth

DECEMBER 1, 2022

CFP ® , Director of Consumer Investment Research. Invest in Yourself and Your Human Capital. Plus, investing in yourself early sets you up for higher lifetime earnings and the potential for building greater lifetime wealth. The earlier you invest in yourself, the earlier you will begin building additional wealth.

Retirement Planning

Validea

MAY 2, 2024

What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. The core tenet is that lower risk stocks, as measured by volatility of returns, can generate better risk-adjusted returns over the long run compared to the overall market.

Investing

Good Financial Cents

DECEMBER 10, 2022

Ad Invest as little or as much as you want with a Robinhood portfolio. Ad Invest as little or as much as you want with a Robinhood portfolio. Click your state to start investing today! Invest with Peer-to-Peer Lending. Skills Needed: Capital to invest, basic credit knowledge, risk tolerance.

Risk Tolerance

WiserAdvisor

APRIL 25, 2023

When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. How often should I rebalance my 401(k)?

Risk Tolerance

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor

Clever Girl Finance

FEBRUARY 20, 2024

You could spend it on a luxurious vacation or a new car, or you could invest it wisely to set yourself up for financial stability in the future. So, let’s find out the best way to invest $20k! Is $20,000 a good amount to invest? What is the best thing to invest $20,000 in long term? Think outside the box!

Investing

Carson Wealth

AUGUST 25, 2022

By Craig Lemoine, Director of Consumer Investment Research. Among these are your longevity, lifestyle, comfort with market performance, sequence of return risk, current health, housing plan, proportion of fixed to variable expenses, proximity to children and so much more. How much do I need for retirement?”

Retirement Planning

Good Financial Cents

JUNE 25, 2023

That makes it very different from the US dollar, and it comes with unique risks that could make Bitcoin a good or bad investment, depending on your unique investment goals. If you’re looking into cryptocurrency for the first time, you may be wondering, “can I start by investing $100 in Bitcoin?”

Investing

Carson Wealth

OCTOBER 3, 2024

It’s essential to review what Medicare does and does not cover and consider purchasing supplemental insurance or setting aside funds for uncovered expenses. Look into the different kinds of long-term care insurance being offered today or earmark a portion of your savings to cover potential costs.

Retirement

MainStreet Financial Planning

FEBRUARY 1, 2024

No Minimums, Maximum Accessibility: Unlike traditional financial advisors, being a Garrett Advisor means that we have no income or investment account minimums for hourly engagements. Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients.

Financial Advice

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Risk Tolerance Identify and consider your risk tolerance when setting your financial goals.

Wealth Management

Truemind Capital

SEPTEMBER 23, 2024

By breaking down your spending patterns, a coach can highlight areas where you can save, invest, or reduce debt. More than just tracking spending, they’ll show you how to cut back on unnecessary expenses and allocate money to things that really matter, like building up savings or investing in your future.

Budgeting