Building Wealth

Building Wealth

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

September 13, 2019

Life Insurance: Beyond Just Estate Planning

When it comes to life insurance, many folks don't think they need it, if they consider it at all. In fact, it's a versatile financial tool that can help to build financial wellness now and for the future.

See More On: Life Insurance | Estate Planning | Financial Planning

September 13, 2019

What is WRONG with Your Financial Planning 'Picture'?

For a revealing reality check, take your finances and turn them into a one-page visual representation. This exercise could bring you some much-needed clarity as you near retirement.

See More On: Financial Planning | Wealth Management

September 13, 2019

Income Annuities Take Risk Out of Retirement

When used properly, annuities provide invaluable security, so why aren't more people going for them? A new Brookings Institution study has some insights, and some strong recommendations for consumers.

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

September 12, 2019

How to Calculate the Break-Even Age for Taking Social Security

Do you know what your break-even age is? It’s the age at which you come out ahead by postponing taking your Social Security benefits. Here's how to figure it out, and what it means for your retirement.

See More On: Social Security | Making Your Money Last | Wealth Management

September 12, 2019

A Tenant's Advice on How to Be a Better Landlord

To find your best tenants ever, you need to be the best landlord ever.

See More On: Small Business | Wealth Management

September 11, 2019

4 Important Tax Items Every Retiree Should Know About

Once you retire, it's helpful to keep several tax opportunities and tax consequences in mind.

See More On: Tax Planning | Tax Breaks

September 11, 2019

Retirees: Don’t Make the Same Mistakes Before a Market Correction

Take some lessons from the mistakes many retirees made during the downturn that socked stocks in 2008. By adjusting accordingly, you don't have to fear outliving your retirement portfolio, even if you're about to retire.

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

September 10, 2019

To Gift or Not to Gift

Sometimes it can be wise (or just pleasurable) to give your assets away while you're still alive.

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

September 10, 2019

Millennials Want to Retire Too. Here's How.

Yes, millennials have special challenges, but there's a way. Here's some tough-love advice on money and life for millennials from a CPA who is also a millennial himself well on his way to financial independence.

See More On: Saving for Retirement | Saving Money | Wealth Management

September 10, 2019

Investors Win with New SEC 'Best Interest' Rules on Brokers

Here's some good news for investors: Stronger SEC rules protecting their best interests went into effect on Sept. 10, 2019. Firms have until June 30, 2020, to come into compliance, but here's a look at what's changing.

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

September 9, 2019

When It Comes to Investing, Diversification Is Not All the Same

You might think your portfolio is safe, but are you absolutely sure? A steep market drop could be an expensive wake-up call.

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

September 9, 2019

5 Strategies for Managing Your Changing Risk Tolerance

Setting and forgetting your risk tolerance may cause unwanted results in your investment portfolio. Instead, review your risk profile each and every year with these five steps.

See More On: Saving for Retirement | Markets | Wealth Management

September 6, 2019

What Your Grandchildren Really Want to Know

Do you think money is all you have to pass on to your loved ones? Not so. Your grandchildren want to know about your life. Learn what, specifically, Americans want to know about their grandparents.

See More On: Family Finances

September 5, 2019

Are You Making One of the Top 3 Investing Mistakes?

These all-too-common mistakes are easily avoidable. If you've gotten tripped up, like so many other investors have, here's how to fix the problem before it's too late.

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

September 5, 2019

Should a Widow Pay Off Her Mortgage?

For some people who lose their spouse, it could make perfect sense. For others, not so much. Here's how to judge what could be a prudent approach in this stressful and confusing time.

See More On: Mortgages & Refinancing | Family Finances | Wealth Management

September 4, 2019

Didn't Anyone Tell You Investing Rules Change in Retirement?

Market volatility isn't something those near retirement can afford to just ignore. They need to have a multifaceted plan to ramp back their risk and protect themselves.

See More On: Saving for Retirement | Wealth Management

September 4, 2019

The 5 Biggest Retirement Mistakes to Avoid

Retirement should be a welcome reward for long years of hard work, but unless you prepare now, it might not be the bed of roses you had hoped for.

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

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