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Wiser Advisor

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WiserAdvisor.com is an independent and unbiased matching service designed to help individuals find the best financial advisors for their unique needs, and to provide advisors with their ideal clients. Find an Advisor here: www.wiseradvisor.com or call us at 1-866-638-5323.

Recent Articles by Wiser Advisor

Jan 9, 2016 by Wiser Advisor

5 Ways to Start the New Year on the Right Foot

These quick and easy steps could make 2016 a great year for you and your savings accounts.

Aug 26, 2015 by Anna Wroblewska

Statistics Show What Retirement Is Really Like -- and Why We're Not Ready

These retirement statistics drive home the basics of saving and investment.

Aug 8, 2015 by Paula Pant

4 Ways Healthcare Costs Can Derail Your Retirement

In your golden years, you'll need healthcare more than ever. Make sure you're prepared to cover those expenses.

Jun 29, 2015 by Anna Wroblewska

How to Ruin Your Portfolio Performance: The Power of Fees and Time

Even small fees can hurt your performance more than you might believe.

Mar 25, 2015 by James O'Brien

Social Security: Key Strategies for Protecting Post-Retirement Income

If you work while receiving Social Security, your income could take some unexpected hits.

Feb 25, 2015 by James O'Brien

Retirement and Risk: The Difference Between Tolerance and Capacity

Maintaining the right balance of risk and safety in your retirement portfolio is essential to your long-term financial security.

Jan 27, 2015 by James O'Brien

Retirement 2015: A Look at the Year Ahead

Here's a rundown of the major changes retirement savers should be aware of.

Sep 21, 2014 by Anna Wroblewska

How to Ensure a Worry-Free Retirement

None of us know what our future will look like, but this strategy will help you prepare for any scenario.

Sep 18, 2014 by James O'Brien

Small Sums, Lifetime Assets: The Gift of a Retirement Account

Helping a young person get a start on retirement savings can be a powerful gift. We look at starter retirement accounts and the potential returns -- and learning opportunities -- that come with them.

Sep 16, 2014 by James O'Brien

How Much Savings and Growth Do You Need to Retire?

We look at the role of cash reserves in the world of the retiree -- how they can work for and against the investor who's trying to shelter their resources from bear markets but also develop them with gains from stocks and other instruments.

Aug 29, 2014 by James O'Brien

The Geography of Retirement: Where You Live Makes a Difference

Moving to a relatively inexpensive location is one way to help your retirement income go further, but understanding what factors drive those costs is key to doing it successfully. We look at the up-front and back-end costs that come with choosing a new region for the retiree.

Aug 29, 2014 by Anna Wroblewska

Should I Invest My 401(k) in Individual Stocks?

If you have the option, consider buying some individual stocks for your 401(k) -- but be aware of the risk you're assuming.

Aug 23, 2014 by James O'Brien

Retirement for Business Owners: How to Make Your Business Work for You

Your business represents a toolkit of investment opportunities when it comes to saving for retirement, and it will be critical to financing your post-work years. We look at strategies for leveraging these assets throughout the life cycle of your ownership.

Aug 17, 2014 by Paula Plant

What Does "Retirement" Really Mean?

Don't automatically make the default decision of quitting work at 65. One of these alternative retirement options could make you and yours happier.

Jul 20, 2014 by Anna Wroblewska

How to Plan for Retirement as a Stay-at-Home Parent

Being a stay-at-home mom or dad presents unique retirement-planning challenges. Here are some tips to help make sure you can retire in comfort, whether you earn an income or not.

Jul 20, 2014 by James O'Brien

Generation X Could Face a Retirement Squeeze

Many Gen-Xers took huge hits to their savings in the dot-com bubble and the financial crisis, but a comfortable retirement isn't lost yet.

Mar 7, 2017 by Anna Wroblewska

Estate Planning for Newlyweds

Wills and POAs may not be the most romantic subjects, but after the honeymoon is over, a bit of estate planning can grant you and yours both peace of mind and financial security.

Jul 13, 2014 by Paula Pant

Why Retirement Is Overrated

Dropping out of the workforce at age 65 isn't for everyone. Here's why.

Jul 12, 2014 by Wiser Advisor

The Late Planner's Guide to Retirement Catch-Up

Have you waited until middle age or later to start planning your retirement? If so, don't panic -- all is not lost.

Jun 21, 2014 by James O'Brien

How Do Freelancers Retire? Savings Plans for Independent Professionals

Three examples of plans that can help the self-employed get their nest egg growing.

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