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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. WiserAdvisor.com is designed to ensure a high-quality fit for both clients and advisors. The easy-to-use system prides itself on its simplicity and accuracy. For information visit wiseradvisor.com or call 866-NET LEAD (866-638-5323).

Entries by WiserAdvisor.com

6 Surefire Tips to Save Money All Year Long

(0) Comments | Posted January 20, 2015 | 10:35 AM

Most of us know we should save more money than we're currently saving ... but that's easier said than done. If you feel like you're scrounging for change and can't figure out how to possibly save more, don't despair. Here are 6 tips to get you closer to your savings...

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7 Reasons You Should Automate Your Bills and Savings in 2015

(0) Comments | Posted January 15, 2015 | 2:28 PM

Do you hate keeping track of which bills are due when?

Do you find yourself reaching the end of the month and wondering where all your money went?

Do you want to save more, but you never seem to have enough left over?

If you suffer from any of these...

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Setting Financial Goals for the New Year That You Can Actually Keep

(1) Comments | Posted January 5, 2015 | 7:40 PM

Your New Year's Resolution is to be better at managing your money. But that's a vague, ambiguous goal.

What specific steps should you take? What does "better" look like in practice? Here are some actionable resolutions that can help you take control of your finances in the New Year.

...
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3 Investing Lessons We Learned Last Year

(0) Comments | Posted December 30, 2014 | 3:58 PM

By Paula Pant, WiserAdvisor.com

It's time for a look back on 2014. No, we're not going to discuss Taylor Swift's latest breakup or Kate Middleton's newest baby bump. Instead, let's take a look at this past year in terms of the markets, economy and overall financial atmosphere -- and see...

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5 Retirement Planning Steps Most People Overlook

(0) Comments | Posted December 19, 2014 | 4:41 PM

Your retirement date is rapidly approaching. You're in good financial health and you feel well-positioned for a secure retirement.

But you're still worried you might be overlooking something.

You've heard a lot of information about retirement planning basics: contribute regularly to tax-advantaged accounts like your 401(k) or...

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Giving to Charity for the First Time? Read This First

(3) Comments | Posted December 1, 2014 | 1:45 PM

By Paula Pant, WiserAdvisor.com

It's that time of year when many people's thoughts turn to those in need.

The holidays can inspire people to adopt a generous mood. You're thankful for the blessings you've received and want to pay it forward -- and you've also realized charitable giving can...

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7 Tips to Keep You On-Budget This Holiday Season

(1) Comments | Posted November 14, 2014 | 2:47 PM

By Paula Pant, WiserAdvisor.com

It's that time of year again. Stores are running festive commercials, your local coffee shop is offering gingerbread lattes, and you're beginning to worry about how you're going to afford another round of "the most wonderful time of the year."

There's no doubt about it; the...

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10 Steps to Fixing a Credit Report Error

(0) Comments | Posted November 10, 2014 | 7:11 PM

By Paula Pant, WiserAdvisor.com

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 on your credit report can negatively affect your ability to get a loan, apply for a job, and may even be a...

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How to Budget for Holiday Travel

(2) Comments | Posted October 3, 2014 | 8:06 PM

By Paula Pant, WiserAdvisor.com

Many people start thinking about their holiday plans -- and their budget for those plans -- around October or November, just a month or two before they need to start traveling and buying gifts.

But here's a better alternative that can keep your holidays on-budget and...

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8 End-of-Year Tax Measures That Could Save You Big

(0) Comments | Posted September 23, 2014 | 5:11 PM

By Paula Pant, WiserAdvisor.com

April 15th isn't the only deadline you need to keep in mind when it comes to staying on top of your taxes. Truly savvy planners also watch for December 31st, which is the cutoff to make some clever moves to maximize your

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7 Biggest Home Buying Mistakes

(0) Comments | Posted September 11, 2014 | 6:50 PM

By Paula Pant, WiserAdvisor.com

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 time and time again.

Before you sign on the dotted line to purchase your next home, take a look...

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Everyday Ways College Students Can Save

(1) Comments | Posted August 26, 2014 | 11:40 PM

By Paula Pant, WiserAdvisor contributor

Let's be real: Even if you can snag some great scholarships, college can be astonishingly expensive. Between books, coffee to fuel those late-night study sessions and the occasional pizza with your roomies, the incremental little costs can add up fast, even if you're not spending...

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Credit Check: What's Your Credit Score?

(0) Comments | Posted August 19, 2014 | 8:33 PM

By Paula Pant, WiserAdvisor contributor

Your credit score impacts a lot in your life, from buying a car to buying a house and even, sometimes, to getting a job. (Believe it or not, some employers check your credit report.)
You owe it to yourself to know exactly what your...

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Tips for Taking Advantage of Employer Savings Plans

(0) Comments | Posted August 15, 2014 | 6:41 PM

By Paula Pant, WiserAdvisor contributor

Trying to save more, but not sure how?

Employer savings plans are a great way to add to your retirement fund or savings goals. If your employer offers one and you're not taking advantage of it, you should be. Here's a quick guide...

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Retirement Planning 101: How to Save for the Future

(1) Comments | Posted July 28, 2014 | 5:16 PM

By Paula Pant, WiserAdvisor contributor

You might think that you're savvy at managing money. You avoid credit-card debt. You have an emergency fund. You pay every bill on-time.

But no matter how well you're managing your money now, you need to also be thinking about retirement....

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7 Ways to Boost Your Credit Score

(2) Comments | Posted July 23, 2014 | 4:18 PM

By Paula Pant, WiserAdvisor contributor

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 chances of success, whether you're looking for private student loans or shopping for your next set...

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

(1) Comments | Posted July 15, 2014 | 5:49 PM

By Paula Pant, WiserAdvisor contributor

Do you think that just because you're young, you don't need to worry about money? Guess again.

Whether you're a high school graduate, college student or you've recently entered the working world, getting a good handle on your finances is key to living a happy...

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Enjoying a Staycation? 15 Tips to Keep It Frugal and Fun

(1) Comments | Posted July 8, 2014 | 4:01 PM

By Paula Pant, WiserAdvisor contributor

Who says you need to go to a fancy resort to have a great vacation?

Staycations are as popular as ever, with many people opting to enjoy their time off at home and skip the hassle (and cost) of a traditional vacation. And staycations can...

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I've Graduated.. But Don't Have a Job. Now What?

(1) Comments | Posted July 2, 2014 | 2:40 PM

By Paula Pant, WiserAdvisor contributor

Congratulations! After years of hard work, you've finally accepted your diploma, crossed that stage and entered the Real World.

And you have zero job prospects lined up.

The thought of finding a job out of college can be a scary one, especially with all...

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7 Creative Ways to Pay for College (Without Taking on More Loans!)

(2) Comments | Posted May 29, 2014 | 3:46 PM

By Paula Pant, WiserAdvisor contributor

College isn't cheap. And if you're paying your own way, you know that fact better than anyone.

It isn't just the tuition; it's also all those other things that come along with being a college student: food, lodging, textbooks, the occasional midnight pizza when you've...

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