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WiseWallet
Jan 24, 20242 min read
Securing Your Retirement with Bonds: The Essential Guide
Welcome to our latest post on WiseWallet.info, where we are going to simplify the complexities of bond investing, a vital topic for...
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WiseWallet
Jan 23, 20242 min read
Whole Life Insurance: The Essential Guide
As we explore whole life insurance, it's beneficial to have a foundational understanding. Brush up on key concepts with our previous...
63 views0 comments
WiseWallet
Jan 22, 20241 min read
Is Term Life Insurance Right for You? - A Must-Read from WiseWallet
In this post, we delve into the specifics of term life insurance, a key component of sound financial planning. If you're new to life...
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WiseWallet
Jan 20, 20242 min read
Life Insurance Explained: Term vs. Permanent Policies
Welcome to another informative post on WiseWallet.info! Before diving into the various types of life insurance, it's essential to have a...
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WiseWallet
Jan 16, 20241 min read
The Gradual Wealth Builder: Anne Curry's Real Estate Success
What? Anne Curry's journey from a preschool teacher earning $5 an hour to a successful real estate investor is a tale of determination...
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WiseWallet
Jan 13, 20242 min read
Investing in Bitcoin Made Easier: Understanding Spot Bitcoin ETFs
What? The SEC approved 11 spot Bitcoin ETFs, and they began trading this Thursday, January 11, 2024​. A spot Bitcoin ETF is an...
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WiseWallet
Jan 12, 20242 min read
Smart Retirement Planning: Picking the Perfect IRA in 2024
As you navigate the landscape of retirement savings, understanding the variety of investment vehicles available is crucial. In our...
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WiseWallet
Jan 10, 20242 min read
Decoding the 4% Retirement Rule: Is It Still Relevant in 2024?
Before diving into the specifics of the 4% rule, it's crucial to have a solid foundation in retirement planning. If you haven't already,...
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WiseWallet
Jan 10, 20242 min read
Unlocking 401K Wisdom: Trends and Strategies for 2024
What? As we step into 2024, the 401(k) plan continues to be a cornerstone for retirement savings. This year brings noteworthy changes...
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WiseWallet
Jan 9, 20242 min read
401K Explained: Your Roadmap to a Wealthy Retirement
What? The 401(k) plan is an essential retirement savings tool, offered by employers. It allows employees to save and invest a portion of...
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WiseWallet
Jan 8, 20242 min read
WiseWallet’s Guide to Tax-Friendly States in 2024
What? Whether you're considering a move for retirement, a new job, or remote work, understanding tax-friendly states is highly...
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WiseWallet
Jan 8, 20241 min read
Converting 529 Plans to Roth IRAs - Wise Steps to Maximize Your Education Savings
What? The SECURE Act 2.0, effective in 2024, introduces significant changes to 529 education savings plans. A key feature is the ability...
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WiseWallet
Jan 6, 20242 min read
Retirement Wisdom: Lessons from Common Regrets
What? - Common Retirement Regrets: Financial Management: Insufficient Savings & Lack of Clear Savings Goals: Many retirees regret not...
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WiseWallet
Jan 1, 20242 min read
WiseWallet's Insights for the 2023 Real Estate Market
What? - Highlights of The 2023 US Real Estate Market Challenging Housing Market: According to Redfin, 2023 was an historically difficult...
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WiseWallet
Dec 31, 20232 min read
Real Estate Investing for Steady Income and Long-Term Wealth Creation
Investing in real estate for passive income can be a wise strategy for building wealth. The key lies in understanding the different types...
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WiseWallet
Dec 30, 20232 min read
The 2023 Financial Markets - WiseWallet's Year-End Review & Insights
What? - The Year-End Review Strong Market Performance: In 2023, the Dow Jones Industrial Average increased by 14%, the S&P 500 grew by...
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WiseWallet
Dec 29, 20232 min read
Choosing the Right Annuity for a Golden Retirement
What? - 3 Types of Annuities Annuities can be a crucial component of a retirement plan, offering stable income in your golden years....
98 views0 comments
WiseWallet
Dec 28, 20231 min read
From Mops to Millions: A Janitor’s Wise Wealth Journey
What? - The Unassuming Millionaire Ronald Read, a humble janitor and gas station attendant from Vermont, stunned his community by leaving...
21 views0 comments
WiseWallet
Dec 27, 20232 min read
The Indexed Annuity Explained in the Wise Wallet Way
In our previous posts, we covered the fundamentals of annuities and the key features of fixed annuities and variable annuities. Now we...
105 views0 comments
WiseWallet
Dec 26, 20232 min read
Making Sense of Variable Annuities in the Wise Wallet Way
In our previous two blog posts - "Golden Wisdom: Building a Secure Wallet with Annuities" and "Is a Fixed Annuity Right for Your...
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