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Recent Articles by Wiser Advisor

Apr 5, 2014 by paula pant

Should You Invest in the Stock Market or in Real Estate?

If you're new to investing, it can be overwhelming and intimidating. Where do you start? Here are some pointers.

Mar 22, 2014 by James O'Brien

Is 2014 Your Year to Refinance?

If you missed out on what Freddie Mac refers to as the "refinancing boom" of the past several years, low rates are still out there.

Mar 22, 2014 by James O'Brien

Medical Bankruptcies: How the ACA Stands to Reduce Them, How States Are Blocking the Way

The U.S. leads the world in medical bankruptcies, but recent research shows that the Affordable Care Act could help to reduce them. However, there is the factor of political opposition to the Act in the states and what resistance is doing to the prospect of an empowered ACA health care consumer.

Feb 15, 2017 by Justin Stoltzfus

Draconian State Estate Tax Rules Drive Migration

Radically different state laws on estate taxes mean that some state residents will face big challenges around handling their retirement, just because of which zip code is on their mail. But states are changing their policies fast in order to stem “retirement brain drain” and to mitigate a reputation as a "less senior-friendly state."

Mar 20, 2014 by Justin Stoltzfus

2014 Medicare Costs a Mixed Bag: Medicare Planning for Retirement

Although the government isn’t pushing up a lot of costs for Medicare this year, those nearing retirement still need to think comprehensively about how to use this crucial entitlement program, and other resources, to hedge against high medical bills.

Mar 20, 2014 by Justin Stoltzfus

Personal Assets and Investable Assets: New Retirement Income Trends

A closer look at what American workers have saved, and how they use it, is helpful in considering whether the average career professional is using the retirement options at his or her disposal.

Mar 8, 2014 by Justin Stoltzfus

Before You Quit Your Job, Know the Rules for Rolling Over Retirement Savings

Along with stringent rules for rollovers, access and information are big issues for many working retirement-savers. Here are some things that workers should know about IRA or 401(k) account rollovers.

Mar 8, 2014 by Paula Pant

The Complete Guide to 2014 Tax Filing for Same-Sex Married Couples

If you're in a married, same-sex relationship, you have plenty of reason to celebrate -- and even more reasons to call an accountant. Read on to find out why.

Mar 8, 2014 by James O'Brien

Obama's Budget Preserves COLA for Social Security: What it Really Means to Seniors

Seniors may have dodged a Social Security cost-of-living adjustment reduction this year, but an underlying question remains: how much the elderly pay for health care and what Social Security can do better to help address those costs. Read on for more.

Mar 3, 2014 by Justin Stoltzfus

The Role of the Prepaid Tuition Plan -- and Some Helpful Things to Know in 2014

While a prepaid tuition 529 can be great for some families, it’s not for everyone. Take a look at some of the most current points of view on these alternatives.

Mar 2, 2014 by Justin Stoltzfus

The Power of a Full House: Investors, Beware of Vacant Home Insurance Prices

Investors can get more cost than they bargained for any time they have an uninhabited real estate holding. Here are a few tips to deal with the vacant home dilemma.

Feb 15, 2017 by Justin Stoltzfus

Where’s My Refund? Tips for Frustrated Filers -- and Investors

Even with new high-tech IRS tools, more than a few filers and families are still anxiously awaiting refunds. Refund delays can have an impact on annual filing and even on investment planning. Find out more.

Feb 22, 2014 by Justin Stoltzfus

Federal Savings Tools: Treasury myRAs Back Retirement Savings for the Average Worker

A federal government plan to create myRA Treasury-backed retirement savings accounts for workers might persuade more employees to put money away for retirement, but will it be enough to truly for their futures?

Feb 15, 2017 by James O'Brien

Capital Gains Tax: What You Need to Know in 2014

Preparing for tax season is complicated enough, but do you know the rules surrounding the capital gains tax? If you made a profit from investments or a sale last year, here's what you'll need to know about the federal taxes that come with it.

Feb 18, 2014 by Justin Stoltzfus

2014 a Banner Year for Early Retirement?

A lot more people will probably retire early this year, and in future years, as a result of health care reform. But how? Read on to find out more.

Feb 16, 2014 by Paula Pant

Turning 50 or Older? Don't Miss These Critical Retirement Milestones

Here are the critical age-related deadlines you cannot miss while planning for an active and enjoyable retirement.

Feb 16, 2014 by James O'Brien

Retirement Changes: Health Care, Social Security, and Medicare in 2014

The big news for retirees and those planning their retirement this year is the Affordable Care Act, plus smaller-scale changes to Medicare and Social Security. We highlight the details you'll need to know in the coming months.

Mar 7, 2017 by Justin Stoltzfus

Good News for College-Bound Students: Fees Dropping in 2014 for 529 College Savings Plans

529 college savings plans have long been a reliable vehicle for college funding. Now, they're getting even better. Find out how the costs of many of these investment vehicles for higher education are coming down significantly.

Feb 15, 2014 by Justin Stoltzfus

NFIP Coverage Becoming a Bigger Concern for Property Owners and Investors

Lower subsidies and increased costs are resulting in changes in the National Flood Insurance Program, administered by FEMA. Read on for more on these changes and how they affect investors and property owners.

Feb 10, 2014 by James O'Brien

Estate Planners and New Tax Rules: Changes to Know About in 2014

The stakes are high for individuals and families who meet the threshold for estate taxes. And the landscape in 2014 is unlike it has ever been before. Here are some tips on how to address this year's changes to estate tax rules.

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