Building Wealth

Professional financial advisers share fresh insights and best practices for working with clients to build and protect wealth.

July 17, 2018

3 Spending Strategies for Your Retirement

Making your retirement savings last for 20, 30 or more years takes careful budget planning. Where do you start? Here are three options to consider.

See More On: Budgeting

July 16, 2018

How to Avoid Being Robbed Blind After You Die

Complex estates require multiple layers of protection, but even estates that aren't very complicated can be protected by using these four best practices.

See More On: Estate Planning | Family Finances | Financial Planning

July 16, 2018

Bull or Bear Market – Who Cares? With the Right Portfolio, It Shouldn't Matter

Investors with a solid plan in place can ride out the ups and downs without breaking a sweat.

See More On: Markets | Family Finances | Financial Planning

July 13, 2018

Is Downsizing in Retirement Right for You?

A smaller home, with fewer possessions to weigh you down and lower bills to boot: What's not to like? For many folks, downsizing makes a lot of sense, but there are a few points to consider.

See More On: Family Finances | Budgeting | Financial Planning

July 12, 2018

Is Paying off Your House the Right Move in Light of New Tax Law?

Despite what you may be hearing and reading, paying off your home may not be the right decision for you. Homeowners need to look beyond taxes and consider the impact on investments, cash flow and lifestyle.

See More On: Buying & Selling a Home | Family Finances | Financial Planning

July 12, 2018

Don't Let Peer Pressure Spoil Your Retirement

If you try to make your retirement look like the typical picture that comes to mind, you may find yourself dissatisfied, bored or restless. Instead, look beyond these retirement myths to find what will make you truly happy.

See More On: Investor Psychology | Family Finances | Financial Planning

July 11, 2018

Ignore Your Gut Instincts When Investing

If you’re like most people saving for retirement, your gut may very well steer you wrong.

See More On: Investor Psychology | Financial Planning | Making Your Money Last

July 10, 2018

The Tax-Smart Way to Leave Money to Your Heirs and to Charity

From 401(k)s and IRAs to stocks and bonds, your retirement savings accounts are taxed in different ways. So to make the most of your money, it makes sense to pass certain types of accounts to family and others to charity.

See More On: Tax Planning | 401(k)s | Estate Planning

July 9, 2018

Smart Retirement: Avoid the 5 Biggest IRA RMD Mistakes

If you have a traditional IRA or a 401(k), you will also have required minimum distributions one day. And if you make any of these common mistakes, you could also have some costly penalties, courtesy of the IRS.

See More On: Required Minimum Distributions (RMDs) | 401(k)s | Financial Planning

July 9, 2018

How Will You Spend Your Time in Retirement? A 'Wish List Journal' Can Help

When work ends, your time will be all your own. While that may be exciting, it can also be daunting. Here are some practical ideas on how to define the next chapter of your life.

See More On: Saving for Retirement | Family Finances | Financial Planning

July 6, 2018

A Unique Estate Planning Idea: How to Write Your Memoir

Anyone can turn their life experiences into a legacy worth remembering.

See More On: Estate Planning | Financial Planning | Making Your Money Last

July 5, 2018

Is the Stock Market More Volatile Now Than Ever Before?

Daily swings of 200 or 300 points can leave investors feeling more than a little unnerved, but a deeper dive into the numbers over the years may reveal a truth that could help calm those jitters down a bit.

See More On: Saving for Retirement

July 4, 2018

Take Control of Your Student Loan Debt (Instead of Letting It Hold You Back)

Go beyond the basics to see if what you’re doing will help you climb out of that hole ... or dig it deeper.

See More On: Student Loans | Family Finances | Financial Planning

July 3, 2018

Here's What Happens to Your 401(k) After a Company Merger or Acquisition

Employees are often caught by surprise when their company changes hands. How your company is sold (stock vs. asset purchase) could steer the future of your retirement savings plan.

See More On: 401(k)s | Family Finances | Financial Planning

July 3, 2018

Is Your Retirement Income in Peril of This Risk?

Retirees need to be aware of the threats that can damage their retirement income ... including sequence of returns.

See More On: Saving for Retirement | Financial Planning | Investor Psychology

July 2, 2018

Some of the Best Apps for Sending Money Internationally or Domestically

From Zelle to Venmo and TransferWise, after comparing the options, here are some of the top choices, based on fees, ease of use and transaction time.

See More On: Technology | Family Finances | Saving Money

July 2, 2018

Inflation is Coming: Why Your Wallet May Take a Hit and How to Protect Yourself

Rising prices can sneak up on you, eating away at your wealth over time in a serious way.

See More On: Family Finances | Economic Forecasts | Financial Planning

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