Retirement Planning Calculators
Preparing for retirement is not just about saving money, it’s also about knowing how much you will need in retirement and creating a plan that
WISER Blog Posts
Employer Retirement Plans: Two Basic Types
There are two basic types of retirement plans typically offered by employers – defined benefit plans and defined contribution plans. Defined Benefit Plans In a
U.S. Savings Bonds
Savings bonds are securities issued by the U.S. Treasury Department. They provide funding dollars for the U.S. government, and in return for using your money,
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
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?