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Financial Planning and Strategies

Individual Financial Planning and Advice from Top Financial Planners | Wiseradvisor

Concentrating on the Financial Planning process

Aug 18, 2017

The Financial Process As every process, financial planning has steps that help you to make this process easier and even beneficial. So,...

Love & Money: 4 Reasons to Talk Money with Your Partner

Feb 10, 2015

When you’re getting serious with someone, you’ll need to initiate many serious conversations — getting married, having...

Are You 18 to 35? Read This Before You Spend Another Dollar

Jul 24, 2014

By Paula Pant. Do you think that just because you're young, you don't need to worry about money? Guess again. Whether you're a high...

The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies

Oct 05, 2017

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION This is without question the most fundamental...

5 Smart Ways To Spend Your Tax Refund

Apr 21, 2015

Not sure how to wisely spend your tax refund. Find out the best 5 Smart Ways To Spend Your Tax Refund and set yourself up for future...

Getting Ready to File Your Taxes? Don't Miss This Checklist

Mar 06, 2015

Tax season is upon us again. April 15th may be the official deadline to file, but it's now time to start gathering everything you'll need...

A family affair: Ensuring financial health across generations

Feb 11, 2014

According to the PBS Web site Juggling Work and Family, almost 40% of U.S. workers have children under the age of 18. In a 1998...

How to Teach Your Children Basic Money Management Skills

Feb 03, 2014

You want to give your kid the world. You want to make sure they have the tools and opportunities they need to live the happiest, most...

Stock Broker, Banker, or Money Manager?

Feb 24, 2014

In an age of do-it-yourselfers, handling your own investments might sound like a good idea. But many have found out during past crashes...

Teach Good Money Values

Feb 24, 2014

Are you making money decisions based on personal values? If not, you are probably not teaching your children to do so, either. In The...

Hiring Professional Money Managers

Feb 24, 2014

Reaching financial goals and accumulating wealth is never an easy task. Developing a solid financial foundation requires sound financial...

10 Steps to Fixing a Credit Report Error

Nov 18, 2014

Did you spot a mistake on your credit report? Take action immediately. This isn't the sort of thing you should overlook. A single blemish...

Credit Check: What's Your Credit Score?

Sep 04, 2014

By Paula Pant. Your credit score impacts a lot in your life, from buying a car to buying a house and even, sometimes, to getting a...

7 Ways to Boost Your Credit Score

Jul 24, 2014

Trying to buy or rent a home? Looking for your next car? Thinking of enrolling in graduate school? A poor credit score can hurt your...

Increase Your Home's Value So You Can Sell It For More

Mar 22, 2018

If you're interested in selling your home, it's important to try to improve it so that you don't have to reduce its price, as 22 percent of...

7 Biggest Home Buying Mistakes

Sep 08, 2014

Whether you're a first-time buyer or you've been around the block a few times, there are certain home buying mistakes that trip people up...

Mortgages in 2014: How New Requirements Will Affect Homebuyers

May 21, 2014

SUMMARY: Starting this year, mortgages are newly impacted by now-codified Consumer Financial Protection Bureau guidelines. And so, for...

Only Half of Teens Say Gaining Financial Independence from Parents is a Goal for the Future

Apr 06, 2018

Financial Literacy Month Survey by Junior Achievement and AIG Delves into Teens Concerns about Money and Plans for the...

Why Having a Budget Will Increase Your Wealth

Apr 03, 2018

Are you concerned about your finances? On a general scale, nearly forty-nine percent of Americans are either fearful, anxious or concerned...

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

May 18, 2015

By Anna B. Wroblewska For most people, investing isn’t all that easy. Between asset allocations, risk profiles, and the simple...

Keys To Debt Management

Feb 24, 2014

Debt can be a valuable and useful component of an individual's finances, if used efficiently and in moderation. For many individuals, debt...

Can You Afford Your Lifestyle?

Feb 24, 2014

Most consumers have no idea how much installment debt may be too much installment debt on items such as houses, car loans, 0% interest...

Student Loans: A Bubble in The Making?

Feb 24, 2014

By James O'Brien January 7, 2014 If more and more students are leaving U.S. colleges and universities with five figures of student loan...

Behavioral Finance

Feb 24, 2014

An industry leading research firm, DALBAR, reports that investors have certain behaviors which lead them to buy, sell and switch in and out...

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Financial Planning and Strategies

Concentrating on the Financial Planning process

Love & Money: 4 Reasons to Talk Money with Your Partner

Are You 18 to 35? Read This Before You Spend Another Dollar

Taxes

The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies

5 Smart Ways To Spend Your Tax Refund

Getting Ready to File Your Taxes? Don't Miss This Checklist

Managing Family Finances

A family affair: Ensuring financial health across generations

How to Teach Your Children Basic Money Management Skills

Money Management

Stock Broker, Banker, or Money Manager?

Teach Good Money Values

Hiring Professional Money Managers

Understanding your credit

10 Steps to Fixing a Credit Report Error

Credit Check: What's Your Credit Score?

7 Ways to Boost Your Credit Score

Real Estate

Increase Your Home's Value So You Can Sell It For More

7 Biggest Home Buying Mistakes

Mortgages in 2014: How New Requirements Will Affect Homebuyers

Investment Concerns

Only Half of Teens Say Gaining Financial Independence from Parents is a Goal for the Future

Why Having a Budget Will Increase Your Wealth

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

Managing Debt

Keys To Debt Management

Can You Afford Your Lifestyle?

Student Loans: A Bubble in The Making?

Behavioral Finance

Behavioral Finance