Building Wealth

Building Wealth

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

May 24, 2019

7 Tips for Raising Wealthy Kids to Be Socially Responsible

To avoid raising spoiled, entitled kids, some parents clam up about their wealth entirely. That's not the answer. Instead, get talking and teaching and be open about your finances.

See More On: Family Finances | Wealth Management

May 24, 2019

Don't Let Tax Concerns Keep You From Taking Care of Loved Ones

Traditional IRAs can be a tax bomb for your beneficiaries, but there are some creative ways to unwind this potential problem.

See More On: IRAs | Annuities | Estate Planning

May 23, 2019

Need Financial Advice? How to Choose Between Robo and Human Help

Some people can do fine with a low-cost robo-adviser. Others really need a more personal touch.

See More On: Financial Planning | Wealth Management

May 22, 2019

To Prepare Your Heirs for Future Wealth, Don't Hide the Truth

Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.

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

May 21, 2019

Should I Change Lawyers?

Maybe your lawyer isn't keeping you in the loop, or others are advising you to jump ship in the middle of your case. What happens to any liens you have in place, and what about your current lawyer's fees? There's lots to think about.

See More On: Smart Buying | Wealth Management

May 21, 2019

Federal Workers: Are You Playing It Too Safe with Your TSP?

The guarantee that comes with the G Fund may sound great, but it comes with a hidden retirement risk that many savers tend to overlook.

See More On: Wealth Management | Financial Planning | Making Your Money Last

May 20, 2019

Want a Second Passport? Here Are 3 Countries You Can Buy Your Way Into the EU

Quality of life, health care and the freedom to spend unlimited time in Europe are a few reasons why people are looking into citizenship programs in Malta, Cyprus and Portugal.

See More On: Travel | Wealth Management

May 20, 2019

Estate Planning for Single Parents

How to get started making some of the most important decisions a parent can make.

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

May 17, 2019

Before You Retire, Consider an Internship

The traditional idea of retirement very well may not be for you. To find out, do a "retirement internship" years before you jump into anything.

See More On: Making Your Money Last | Saving for Retirement | Wealth Management

May 16, 2019

5 Ways to Increase Your After-Tax Spendable Income - and Legacy

Did you enjoy writing a check to Uncle Sam on April 15? No? Well, then try these strategies to increase your spendable after-tax income (and leave more to your heirs) over the long term.

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

May 16, 2019

Are You a Helicopter Parent, a Lawn Mower or Worse: A Payoff Parent?

Here's a lesson all parents can benefit from: Let your kids fail. Just do it. You'll be glad you did.

See More On: Family Finances

May 15, 2019

Critical Choices for IRA Beneficiaries

Inheriting a traditional IRA comes with a bit of a learning curve: RMDs, taxes, deadlines, penalties, spousal rules, non-spousal rules ... all are important to know and understand.

See More On: IRAs | Estate Planning | Required Minimum Distributions (RMDs)

May 15, 2019

Ladies, Take These 7 Steps to Own Your Financial Future

From lower salaries to caregiving duties and longer lives, women face some stiff financial challenges. A few small steps can make a big difference.

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

May 14, 2019

Nearing Retirement? It's Time to Focus on Goals Instead of Investments

In some ways, life in retirement is tougher than years you spent in the workplace, or at least more complex. You have many decisions to make about where your money will come from and how to preserve it.

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

May 13, 2019

Nearing or In Retirement? Capitalize on Tax Cuts with a Roth IRA Conversion

We've got seven more years of lower tax rates, so what are you waiting for?

See More On: Roth IRAs | IRAs | Tax Planning

May 13, 2019

Control What You Can When Volatility Shakes Market Confidence

Clearly the stock market is out of your personal control, but there are three specific things you can do to hang onto more of your retirement money regardless of what's rocking Wall Street.

See More On: Saving for Retirement | Investor Psychology | Markets

May 10, 2019

How to Buy Out Your Retirement ‘Business Partner’ – with a Roth Conversion

Converting a traditional IRA to a Roth IRA amps up the control you have over your income in retirement. And with tax rates at their lowest in years, you could save a bundle while doing it.

See More On: IRAs | Roth IRAs | Saving for Retirement

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