The Wiser Wealth Blog
Why are 401k’s so important?
The 401k is an important savings vehicle. Since the reduction of pensions across America, the popularity of the 401k has increased significantly and these nest eggs are crucial to retirement [...]
Why Advisors Switch Firms
You get a letter from your advisor informing you that he or she is switching firms. One of your first thoughts might be, why? That’s probably a good first question. [...]
Dow Hits Record High
While most people are still experiencing at least some of the negative effects of the COVID-19 virus outbreak, the US equity markets seem to have shaken off any residual effects [...]
HSAs: The Underutilized Savings Vehicle
According to a Fidelity Retiree Health Care Cost survey, the average retiree age 65 and up will need $295,000 (after tax) to cover the cost of health care expenses while [...]
Saving Up for a House? How to Avoid Holiday Debt This Year
Saving up for a house is exciting, but it’s also a major undertaking. The days and months pass and your savings account gets larger and larger. But then, suddenly, the [...]
October 2020 Market Commentary
October 2020 market had both tricks and treats for investors. Overall, equity markets moved lower for the second month in a row primarily because of investor reactions to Congress’ inability [...]
Medicare Considerations During Open Enrollment
Since Medicare open enrollment started back on Oct 15th, now would be a good time to discuss Medicare considerations. Healthcare expenses are increasing at an alarming rate of over 5%, [...]
Does October Effect Really Exist?
There are many adages in the financial services industry relating to the stock market. As I described in my blog post, Sell in May and Go Away, these phrases may [...]
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