Building Wealth

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

May 25, 2018

Avoid the Buy-High, Sell-Low Trap

The stock market's volatility is whipping up problems for panicky investors who get cowed into following the herd.

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

May 25, 2018

7 Questions to Ask Before Hiring a Financial Adviser

It pays to know the difference between the financial professionals offering to help you with your investment and retirement decisions before you make your choice.

See More On: Financial Planning | Saving for Retirement | Wealth Management

May 24, 2018

Why Wealthy Kids Don't Just Have It All Made in the Shade

To set your children up for success, money isn't the only factor. Parents have some major money lessons to teach, or they risk a rocky wealth transfer.

See More On: Estate Planning | Family Finances | Making Your Money Last

May 23, 2018

Living on Your Investments? What Happens When a Bear Market Hits?

Investors are often told to "stay the course" even as stock markets go through tough times. However, if you're retired, that advice could put your nest egg in jeopardy.

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

May 23, 2018

Avoiding the 50% Penalty on Overlooked RMDs

You're busy enjoying retirement and you just plain forget to take your requirement minimum distribution. Or you do the math wrong. It could be a costly mistake. Here's how to fix it.

See More On: Required Minimum Distributions (RMDs) | Family Finances | Financial Planning

May 21, 2018

3 Mistakes to Avoid When Working with a Financial Adviser

Keep these three don'ts in mind when you meet with your financial professional.

See More On: Financial Planning | Family Finances | Making Your Money Last

May 21, 2018

With Finances, Keep It Simple, Stupid (Even If You’re Rich)

The hot hedge fund or investment property your golf buddy is bragging about may sound tempting. But before you bite, understand the cons of complicated strategies.

See More On: Wealth Management | Family Finances | Financial Planning

May 18, 2018

You Are Worth More Than Your Stuff

How a life insurance salesman inspired me to seek greater meaning and explore the true meaning of the word "legacy."

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

May 18, 2018

5 Financial Tips for New Parents

In between naps, feedings and burpings, here are five things you should do when you bring home your bundle of joy.

See More On: Family Finances | 529 Plans | Budgeting

May 17, 2018

What to Do with an Old Life Insurance Policy

Is that life insurance policy you bought decades ago still serving a good purpose once you retire, or could you be doing something better with it?

See More On: Wealth Management | Family Finances | Financial Planning

May 16, 2018

How to Plan Ahead for a Disabled Child’s Inheritance

If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A Supplemental Needs Trust could be the answer.

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

May 16, 2018

3 Ways to Spring Clean Your Finances

It's time to take out all your investments and try them on to see if they still fit.

See More On: Family Finances | Budgeting | Financial Planning

May 15, 2018

What if I Told You That You Were Worth $160?

To successfully save for retirement and make your money last through it, investors must be able to distinguish the difference between cost and value.

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

May 15, 2018

The Million-Dollar Retirement Question is All Wrong

Focusing on how much you need to save and how far it'll go doesn’t exactly ensure you will have enough income to last you for life.

See More On: Saving for Retirement

May 14, 2018

On Marriage and Money: A CFP's Perspective

While wedding planning is a time for picking flowers, colors and cake flavors, there are some more important things you should be discussing. A newly engaged financial adviser details how to handle those tough conversations.

See More On: Family Finances

May 11, 2018

Single? In an Emergency, Who Is Safeguarding Your Money?

You need a backup. And here are the five steps you should take to help that person be ready in case something does happen.

See More On: Family Finances | Estate Planning | Wealth Management

May 10, 2018

The Impact of Lifestyle Creep on Your Wealth

You're doing well, and as you move up in the world you treat yourself along the way. But while it's important to enjoy life, getting carried away could ruin your chance at real wealth. Here's what you should do instead.

See More On: Saving for Retirement | Budgeting | Family Finances

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