Weiser Financial

Financial Planner

Special Care Planner
301 East Pine Street, Suite 800, Orlando, FL 32801

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

Retirement

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • 401(k) Plans

    401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

  • Managing Retirement Plans

    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

Tax Planning

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Tax-Free Investments

    It’s important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

  • Mutual Fund Profits

    Want to keep more of your mutual fund profits? You may be interested in strategies to help lower your tax liability.

Investing

  • Mutual Funds

    A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • Fixed vs. Variable Annuities

    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

  • Asset Classes

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

  • Stock and Bond Investing Alternatives

    There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

  • 529 Plans

    529 plans are tax-advantaged college savings plans that generally allow people of any income level to contribute.

Cash Management

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Biweekly Mortgages

    Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

  • Smart Financing Ideas

    Here are some smart ways to refinance your home.

Risk Management

  • Term Life Insurance

    Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

  • Whole Life Insurance

    Some of the pros and cons of whole life insurance.

  • Universal Life Insurance

    Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

  • Variable Life Insurance

    Variable life insurance gives you the control to allocate your account value among a variety of investment options.

  • Types of Health Coverage

    There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

  • Long-Term-Care Needs

    If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

Contact Information:

Weiser Financial

301 East Pine Street, Suite 800
Orlando, FL 32801

Cory Weiser holds his Insurace License in the following states : CA, CO, FL, GA, KS, KY, NC, NH, NJ, NY, OH, PA, SC, and TN. California Insurance Licensing: #0H97984

Securities Licenses : AZ, CA, CO, FL, GA, IL, KY, NC, NJ, NY, OH, PA, SC, TN, VA, WA

State of Domicile : Florida

Securities and investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.  Weiser Financial is not a subsidiary or affiliate of MML Investor Servicies, LLC.  Supervisory address: 301 E. Pine Street, Suite 800, Orlando, FL 32801 (407) 425-7501.  CRN202203-262076

 

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