Building Wealth

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

January 23, 2019

The Rise of Gray Divorce: Why and Why Not?

Al and Tipper Gore could be the poster children for one reason why divorce for those 50 and up is on the rise. There are many other factors at play, and several financial considerations to keep in mind, too.

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

January 22, 2019

Emergency Funds Can Have a Surprising Downside

If you're only saving for emergencies, you’re missing out. Go beyond that with an opportunity fund. My family tapped our opportunity fund twice last year, and it changed our lives.

See More On: Making Your Money Last | Budgeting | Family Finances

January 21, 2019

When Should Your Children Get Their Inheritance?

How can you tell if your children are ready to responsibly receive an inheritance? Here are some age guidelines to consider, but of course, it's more complicated than that.

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

January 18, 2019

Warning: Your Investment Return May Be MUCH Lower Than You Thought

Investment return isn't always what it's cracked up to be. When you break it down, a 7% guaranteed investment return may end up being more like 2.4%.

See More On: Making Your Money Last | Financial Planning | Saving for Retirement

January 17, 2019

Worried You're Never Going to Be Able to Retire?

Five common threats to your retirement (and how you can tackle them now).

See More On: Making Your Money Last | Financial Planning | Saving for Retirement

January 16, 2019

A Huge Hiring Mistake Dentists and Other Professionals Make All the Time

Dentists, doctors and other health care professionals have a lot to lose when choosing their support staff. They (and other business owners) can't afford to overlook this crucial part of the hiring process.

See More On: Small Business | Business Costs & Regulation | Wealth Management

January 15, 2019

An IPA Isn't Just a Beer, It's a Secret to Commercial Real Estate Investing

When investing in real estate, picking the right property is paramount, and one way to go about that is by using my "IPA" evaluation philosophy.

See More On: Smart Buying | Buying & Selling a Home | Wealth Management

January 15, 2019

Leave Behind More than Your Money: Communication Is Key to a Successful Legacy

When you consider that 70% of wealthy families lose their wealth by the third generation, you'll see how important communication can be to your estate plan’s success.

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

January 14, 2019

2019 New Year's Resolution: Fix My Retirement Plan

A five-step plan to map out your retirement income potential, create a budget and help put your long-term goals safely in reach.

See More On: Saving for Retirement | Financial Planning | Making Your Money Last

January 14, 2019

Why You May Need a Pro Trustee: Trust Administration is Not Just Common Sense

Even smart, ethical, well-intentioned trustees could find themselves in trouble, possibly facing a judgment that they could be forced to pay from their own funds.

See More On: Estate Planning

January 11, 2019

5 Steps to Maximize Your Social Security Benefit

Should you take benefits ASAP or wait? It's the million-dollar retirement question, but it's far from the only factor involved in making the most of your Social Security nest egg. There are other possibilities to consider as well.

See More On: Social Security | Family Finances | Financial Planning

January 10, 2019

Transitioning to Retirement Is Like Moving to a New World – Bring a Map

To truly be ready to retire, you need to fully explore the unfamiliar territory ahead. Your retirement future can be broken down into five distinct "worlds," each with its own danger zones that you need to navigate.

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

January 9, 2019

Financial Reasons Not to Divorce

Before you decide to pull the plug on your marriage, you should consider some of the numerous financial cons that can come with splitting up.

See More On: Family Finances | Budgeting | Saving Money

January 8, 2019

How I Saved a Small Fortune and Taught My Kids to Be Independent

My money-saving parenting strategy boils down to saying one magic word and saying it often: NO.

See More On: Making Your Money Last | Budgeting | Family Finances

January 8, 2019

5 Often-Overlooked Questions to Ask Your Financial Adviser in the New Year

Get your financial year off on the right foot by getting the answers to these key questions.

See More On: Financial Planning | Making Your Money Last | Saving for Retirement

January 8, 2019

How SHOULD Income Annuities Be Taxed?

Here's a tax idea to increase income for retirees while reducing the deficit.

See More On: Annuities | Making Your Money Last | Tax Breaks

January 7, 2019

Help Mitigate Loss with a Diversified Portfolio

Don't try to duplicate the Dow Jones or the S&P 500, because it could leave your investment portfolio with some dangerous holes in it.

See More On: Saving for Retirement | Financial Planning | Markets

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