Building Wealth

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

March 22, 2019

Choosing a Financial Adviser: The Fiduciary Dimension

Do you know what a fiduciary is? Is the financial professional you're working a fiduciary? Here's how to find out, and why it's important to know.

See More On: Financial Planning | Wealth Management

March 21, 2019

Thwarting the Robocaller Invasion

Consumers have an array of weapons at their disposal in the fight to help keep those infuriating interruptions at bay.

See More On: Scams

March 20, 2019

Who Can DIY Their Taxes – and Who Should Use a Pro

For a lot of people, even money-savvy financial planners, it makes perfect sense to outsource this task ... and not just because it's aggravating.

See More On: Tax Prep & Filing | Saving Money | Tax Planning

March 20, 2019

Now That Stock Prices Have Rebounded, How Do I Protect My Gains?

That big, scary downturn at the end of 2018 may be in the rearview mirror, but that doesn't mean you can just forget it. Here are six steps investors can take to be ready for the next time.

See More On: Saving for Retirement | Markets | Stocks & Bonds

March 20, 2019

Equal Shares for Heirs? Not Unless You Take Taxes into Account

Unless your estate plan takes your beneficiaries' own finances into account, you could be shortchanging some thousands of dollars ... and throwing money away unnecessarily on taxes.

See More On: Estate Planning | IRAs | Tax Planning

March 19, 2019

Thinking of Paying for Long-Term Care from Your IRA? Think Again.

Chances are a big portion of your retirement savings are in pretax accounts like a 401(k) or IRA. If you need to tap those accounts for costly care, you must realize that every dollar is taxable. And you might be shocked at the tax rates that come with withdrawals large enough to foot the bill.

See More On: Long-Term Care Insurance | Tax Planning | Wealth Management

March 19, 2019

Are Income Annuities Fair?

An off-kilter idea of fairness may be getting in the way of some people's long-term plans for guaranteed income.

See More On: Annuities | Making Your Money Last | Wealth Management

March 18, 2019

How Transfer-on-Death Accounts Can Fit Into Your Estate Planning

Also known as joint accounts, these types of accounts let their owners pass on small estates in a simple way.

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

March 18, 2019

When Markets Are Volatile, Focus on What You CAN Control

Obviously, you can't control the stock market. But you can control how you react to the inevitable bumps in the road. Here are three ways to keep your cool and avoid worsening any damages during tough times.

See More On: Saving for Retirement

March 15, 2019

Social Security Timing Should Be Part of Larger Financial Plan

Know the five factors you should consider when weighing whether it's time to tap your benefits.

See More On: Social Security | Financial Planning | Making Your Money Last

March 14, 2019

Twitter Trouble: Social Media Gets Robo-Advisers in Hot Water

In a regulatory first, the SEC has fined a pair of robo-advisers over their social media sharing. In addition, FINRA has levied its largest ever fine against a broker for using a personal device to text clients.

See More On: Financial Planning | Wealth Management

March 14, 2019

Have You Been Duped?

Dating singles, consumers and retirement savers alike can see how not to get taken by learning from one woman's mistakes, detailed in the book "Duped: Double Lives, False Identities, and the Con Man I Almost Married."

See More On: Scams | Family Finances | Wealth Management

March 13, 2019

Why Retirement Planning Must Start at the End (and Why Many Do It Backward)

If you feel dread when you think about retirement instead of gleeful anticipation, it could be because you don't know exactly what your goal is. Here's how to help target a savings amount and how to get there.

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

March 12, 2019

7 Traits Shared by Every Good Financial Adviser

Getting good financial advice isn't just about stocks and bonds. It's about the relationship and trust you have with your adviser. Here's how to evaluate whether your professional is doing a good job and is the right fit for you.

See More On: Financial Planning | Wealth Management

March 11, 2019

How to Start Saving for Your Child's College Education

It can feel overwhelming, but don't let that stop you, because you really can do it. Start today. Here's how.

See More On: Paying for College | 529 Plans | Roth IRAs

March 11, 2019

How the Tax Cuts and Jobs Act Will Impact Tax Planning in 2019 and Beyond

Most taxpayers, as they get started on their 2018 taxes, are only now really grasping the effects of the 2017 law. Moving forward, there are opportunities and pitfalls to take into account for 2019.

See More On: Tax Planning | Financial Planning | Tax Breaks

March 8, 2019

Designing Trusts for Beneficiaries with Substance Abuse Problems

You can't just take the usual wording from a trust for a minor or a beneficiary with a disability and use it as a model. This type of trust needs to be designed to meet specific needs.

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

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