WiserAdvisor.com

WiserAdvisor has helped thousands of consumers since 1998. The free service assists to find and compare 2-3 financial advisors that best suits their needs.

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In the article, “Is it Wise to Put All Your Money with One Financial Advisor?”, we discuss the pros, cons, and key questions to ask before deciding what works best for your financial goals. https://t.co/u9GqCR2LrH

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In the article, “How a Financial Advisor Can Help You Define Your Financial Goals”, we discuss how financial advisors can help you understand your financial situation, prioritize your goals, and create a plan to achieve them.

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In the article, “Tax Brackets and Federal Income Tax Rates for the 2026-2027 Tax Year”, we discuss the updated IRS 2026 federal income tax brackets, and which tax bracket applies to you depending on your filing status.
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In the article, “How to Get Your Required Minimum Distribution Right”, we help you understand how to calculate the Required Minimum Distribution and educate you on the rules of taking your distributions correctly.
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In the article, “The Advantages and Disadvantages of Market Timings”, we explore what market timing is and discuss its pros and cons.
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In the article, “Things to Know About Investment-Grade Bonds”, we explore what an investment-grade bond is, how it works, and the benefits and risks associated with investing in investment-grade bonds.
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In the article, “What are Financial Advisor Disclosures and Why Do They Matter?”, we take a closer look at what a financial or investment advisor disclosure is and why it matters so much.
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In the article, “Here’s All You Need to Know About the Supplemental Executive Retirement Plan (SERP)”, we discuss what a SERP retirement plan is, its benefits and concerns, and how it works.
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In the article, “Key Differences Between Asset Management and Investment Management”, we discuss the nuances between asset management and investment management, so you can recognize what questions to ask and what to expect from your advisor. https://t.co/bJNBqJaePJ

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In the article, “5 Tips on Using an IRA to Pay for Education”, we explore five grounded, actionable insights to help you navigate how to pay for education using an IRA with strategy and foresight. https://t.co/hlO1OgHVTK

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In the article, “8 Ways to Pass on an Inheritance”, we explore effective ways to pass on an inheritance, each offering distinct advantages for those who want their wealth to move forward with clarity and purpose.
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In the article, “Assets in Joint Ownership: Could This Be a Problem?”, we discuss the pros and cons of joint ownership so you can make informed decisions about sharing ownership of your assets. https://t.co/2fNWF9aKad

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In the article, “Education Planning Tips for Self-Employed Parent”, we discuss how you can plan and secure your child’s education if you are self-employed.
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In the article, “Determining Risk and Understanding the Risk Pyramid”, we will walk you through how the investment pyramid works and how you can use it to build a portfolio that fits your goals.
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In the article, “Are Wealth Managers Worth the Cost?”, we discuss the role of a wealth manager, so you can answer for yourself - are wealth management fees worth it?
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In the article, “6 Strategies to Protect Ultra-High-Net-Worth Family Wealth”, we discuss ultra-high-net-worth investment strategies that can protect your family's legacy. https://t.co/lzcTwpnVzj

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In the article, “5 Dangers of Over-Diversifying Your Portfolio”, we break down the 5 dangers of over-diversifying your portfolio and share how to strike the right balance for clarity, efficiency, and growth.https://t.co/ecfDKimN3L

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In the article, “The Hidden Cost of Rolling Over Your 401(k) to an IRA”, we discuss strategies on how to minimize the hidden costs without letting fees eat into your retirement.” https://t.co/CSsQ5VAExe

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In the article, “Portfolio Managers vs. Investment Advisors: How Do the Two Differ?”, we discuss the key responsibilities of both professionals, how they differ, and which of the two you should hire based on your goals.
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In the article, “Everything You Need to Know About Balanced Funds”, we discuss what a balanced fund is, why you should invest in them, and their potential drawbacks.
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