WiserAdvisor

JUNE 13, 2025

To protect your wealth, it helps to create a clear investment plan. Determine your goals, timeline, and risk tolerance before you invest. Then stick to that plan, even when the market gets rough. Of those, 80% used their savings to cover basic expenses such as bills, repairs, and medical costs.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Clever Girl Finance

OCTOBER 8, 2024

Staying committed to my investment plan, even during market downturns, has been crucial. Instead of panicking and selling my investments, I maintained my course, knowing that markets eventually rebound. Understanding your cash flow needs will help shape your investment strategy and provide perspective during market volatility.

Investments 98

Investments Investing Risk Tolerance Portfolio 98

WiserAdvisor

DECEMBER 15, 2023

Financial advisors can offer insights into a diverse range of investment instruments, including stocks, bonds, real estate, and precious metals like gold, and align the recommendations with your risk tolerance and long-term goals. These professionals also go beyond the numbers and charts and educate you about investing.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Clever Girl Finance

MAY 13, 2023

Financial security is when you have enough financial resources to cover basic needs and unexpected expenses, such as medical bills. This is when you set aside money to pay for unexpected expenses such as a job loss, medical emergencies, or car repairs. Some of the things you can invest in include stocks, bonds, and mutual funds.

Budgeting 67

Budgeting Retirement Risk Tolerance Accounting 67

Clever Girl Finance

JANUARY 22, 2024

Using your financial goals as a guide , work with a professional to establish (or update) your financial plan. That might include assessing your risk tolerance, helping you build an investment strategy, or figuring out how to save money for short-term objectives.

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

Good Financial Cents

SEPTEMBER 2, 2022

Whether you are hoping to start investing small amounts of money or you have a lump sum of cash to get started, you should know that investing isn’t necessarily a “set it and forget it” activity. Also remember that, like it or not, there is a real risk of losing some of your investment over the short-term.

Investments 91

Investments Investing Accounting Portfolio 91

Good Financial Cents

NOVEMBER 16, 2022

Many multi-millionaires started investing small sums, even $10 or $25 per month! The key to making your $500 grow is to put in an investment that suits your risk tolerance and goals and add more regularly. Table of Contents 13 Best Ways to Invest $500. Invest in the Stock Market . Real Estate Crowdfunding.

Investments 59

Investments Investing Accounting Certification 59