Mutual Funds – The Basics
Mutual funds are investments that pool together the money of thousands of small investors and invest this money in stocks, bonds and/or other securities. Instead
WISER Blog Posts
Benefits Checklist: Questions to Ask Your Employer
Employers offer a wide range of benefits. Some of benefits will require deductions from your current paycheck and some will affect your future paycheck. Ask
Mutual Fund Fees and Expenses
Why is it important to pay attention to mutual fun expenses? All mutual funds charge you some fees to cover on-going expenses, but the amount
Financial Planner Alert
Looking for a Financial Advisor? Do your homework first. The key to choosing a planner is knowing what services they provide and what services you
How to Find a Financial Planner
Many people learn about financial planning by reading. They cull through the financial pages in newspapers or online and read financial magazines and books. But
Mutual Fund Investing: Investment Concepts to Consider
This guide discusses some of the investment concepts and goals that you should consider when you invest in mutual funds. The first two general concepts
Retirement Readiness Checklist
Answer these six questions to see if you are ready to retire! Yes No Have you considered what annual income you will need in retirement?
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
Retirement Income Checklist
Like many people, you may dream of the day when you can stop working and enjoy a comfortable retirement. This checklist provides key questions to
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