New From WISER

Symposium Materials Now Available!

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Thank you to all the speakers, attendees and partners for helping to make WISER's recent symposium, The Gender Story: A Symposium on Retirement Solutions for Women, a success.  

Materials from the event are now available on our events page. Also check out the Next Avenue article and the National Association of Plan Advisors article that feature symposium highlights, as well as WISER's blog.

 

Featured Publication: Finding a Financial Planner

 

Looking for financial help? Many people may be wary of financial planners. They have concerns that planners "are usually trying to sell you something," and they "don't like high pressure sales tactics."  But this does not describe most financial planners. Working with a qualified planner can really help get your finances and your retirement plans on the right track. They key is to find the right planner for you.

Read WISER's fact sheets,  How to Find a Financial Planner and the Financial Planner Alert for information on what to look for and questions to ask.

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WISER Newsletter

Investing in 2017: Finding a Solution That Works For You

Part of what makes retirement planning a challenge is that we are often planning for the unknown. Things like how long we'll live, how our investments will perform,and what healthcare we'll need are questions we don't have definite answers to, yet we still need to factor them in. This issue offers ideas on planning for the unknown. While we can't predict the future, the more we plan ahead, the more prepared we will be for life's surprises.

Download the newsletter.

  spring 2017 

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Wiser Top Five:

WISER's Top Five Retirement Challenges for Women Based on Earnings

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Wiser Checklist:

WISER's "Too Good To Be True" Checklist

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Wiser Tools:

Investment Income Calculator

Use WISER's calculator to determine when you should start saving for retirement and how much you can really afford to save. (Excel file).

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