Retirement Readiness Checklist
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WISER Blog Posts
Author: WISER
Guide to Understanding and Investing in Mutual Funds
So you’re looking to get into the investment game? Mutual funds are a good investment option. But before you invest, make sure to do your
Protecting Your Finances During a Divorce
Going through a divorce can be a very emotional and difficult situation to navigate, which can leave individuals financially vulnerable as well. If you are
7 Key Questions to Ask Before Your Divorce is Finalized
Does your spouse have more than one pension or retirement plan from his or her current or previous job? Your spouse may be eligible for
10 Important Questions to Ask Your Lawyer During a Divorce
Ask your lawyer… Do you have experience dividing pension plans and drafting pension orders (Qualified Domestic Relations Orders or QDROs)? Do you have the necessary
12 Mistakes Lawyers Make Preparing Pension Orders During a Divorce
1. Doesn’t ask soon enough for information about spouse’s pension and retirement benefits. Before you sign a property settlement agreement or go to court, your
IRAs and Divorce: Tips for Saving Taxes and Time in Dividing IRA Funds
When a couple divorces, Individual Retirement Accounts may be divided by a regular court order or judgment. However, women should be aware of the tax
Women and Pensions: What You Need to Know
Women face a greater risk of poverty in old age than men. One important reason is that women are less likely than men to receive
Callable CDs: Read the Small Print
Certificates of deposit (CDs) are an attractive saving instrument for individuals seeking a low-risk investment that can be converted into cash fairly readily. CDs require
Glossary of 401(k) and Pension Terms
Here is a brief explanation of commonly used pension and savings terms: Annuity: Regular payments of income (usually monthly) over a specified period of time