iOS app Android app

WiserAdvisor.com
GET UPDATES FROM WiserAdvisor.com
 
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

5 Smart Ways to Spend Your Tax Refund

(0) Comments | Posted April 30, 2015 | 10:24 PM

By Paula Pant, WiserAdvisor.com contributor

Congratulations, you've gotten a tax refund! Now, what are you going to do next?

If the only answer that comes to mind is a cheeky "I'm going to Disney World!" never fear. Here are a few better ways to spend that windfall that will help...

Read Post

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

(0) Comments | Posted March 9, 2015 | 4:32 PM

By Paula Pant, WiserAdvisor.com contributor

Tax season is upon us again. April 15th may be the official deadline to file, but now is the time to start gathering everything you'll need so that you aren't scrambling in the eleventh hour.

Whether you're planning on doing your taxes yourself...

Read Post

Financial Aid Guide for Families

(6) Comments | Posted February 27, 2015 | 9:58 AM

By Paula Pant, WiserAdvisor.com contributor

College is a big expense. According to the College Board, the average annual cost of tuition and other expenses for the 2013-14 academic year is $30,094 for private colleges and between $8,893 and $22,203 for public colleges, depending on whether the child attends...

Read Post

10 Tips for Boosting Your Credit Score in 2015

(1) Comments | Posted February 19, 2015 | 9:00 PM

By Paula Pant, WiserAdvisor.com contributor

Your credit score is more than just a three-digit string of numbers; it holds real power over your ability to rent an apartment, apply for a mortgage, secure a car loan and even get a job.

What can you do if your credit...

Read Post

Love and Money: 3 Reasons to Talk Money With Your Partner

(1) Comments | Posted February 12, 2015 | 12:50 PM

By Paula Pant

When you're getting serious with someone, you'll need to initiate many serious conversations -- getting married, having kids, who gets control of the TV remote -- so a conversation about money might be the last thing on your mind.

Talking about money might feel...

Read Post

5 College Savings Plans That Could Save You Money

(2) Comments | Posted January 29, 2015 | 8:48 AM

by Paula Pant

If you've got kids, it's time to start planning for their education -- even if they're still in diapers.

The cost of a college education these days (average yearly tuition for 2013-2014) ranges from $8,000 for in-state public college students to $30,000 for private...

Read Post

6 Surefire Tips to Save Money All Year Long

(0) Comments | Posted January 20, 2015 | 9:35 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...

Read Post

7 Reasons You Should Automate Your Bills and Savings in 2015

(0) Comments | Posted January 15, 2015 | 1:28 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...

Read Post

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

(1) Comments | Posted January 5, 2015 | 6:40 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.

...
Read Post

3 Investing Lessons We Learned Last Year

(0) Comments | Posted December 30, 2014 | 2:58 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...

Read Post

5 Retirement Planning Steps Most People Overlook

(0) Comments | Posted December 19, 2014 | 3:41 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...

Read Post

Giving to Charity for the First Time? Read This First

(3) Comments | Posted December 1, 2014 | 12:45 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...

Read Post

7 Tips to Keep You On-Budget This Holiday Season

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

Read Post

10 Steps to Fixing a Credit Report Error

(0) Comments | Posted November 10, 2014 | 6:11 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...

Read Post

How to Budget for Holiday Travel

(2) Comments | Posted October 3, 2014 | 7:06 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...

Read Post

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

(0) Comments | Posted September 23, 2014 | 4:11 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

Read Post

7 Biggest Home Buying Mistakes

(0) Comments | Posted September 11, 2014 | 5:50 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...

Read Post

Everyday Ways College Students Can Save

(1) Comments | Posted August 26, 2014 | 10:40 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...

Read Post

Credit Check: What's Your Credit Score?

(0) Comments | Posted August 19, 2014 | 7:33 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...

Read Post

Tips for Taking Advantage of Employer Savings Plans

(0) Comments | Posted August 15, 2014 | 5:41 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...

Read Post