Building Wealth

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

February 20, 2018

5 Things to Do in a Bear Market

No one knows when we're headed for an official bear market (you can only learn that in hindsight, unfortunately), so here's what investors should do today, no matter what's happening on Wall Street.

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

February 20, 2018

Bitcoin: Why You Should Not Invest in Today's Fool's Gold

If Bitcoin is at $10,000 today it's because the fool who bought it for $10,000 is hoping another greater fool will pay $12,000 for it tomorrow. But what do you get for your money? What's it worth? That's the problem.

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

February 19, 2018

How to Turn ‘Found’ Money into a Retirement Income Stream

Would you rather spend that extra cash or make it last a lifetime?

See More On: Wealth Management | Annuities | Financial Planning

February 16, 2018

3 Tips to Raise Money-Savvy Grandkids

The wisdom that comes with experience is worth sharing with your grandchildren, but you have to be smart how you do it.

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

February 16, 2018

Why Bonds Are More Important to Your Financial Portfolio Than You May Realize

Their returns typically tend to be less than eye-popping, but when stocks hit the skids, investors may well appreciate their reliability.

See More On: Stocks & Bonds | Financial Planning | Markets

February 15, 2018

How to Be Rich (Hint: A 401(k) Alone Won't Get You There)

Of course, saving is one of the keys to wealth, but if you're just pumping all you’ve got into a 401(k), you're missing the boat.

See More On: Wealth Management | 401(k)s | Family Finances

February 14, 2018

There is No Place Like Home: Mature Foreign Asset Protection Trusts Are Coming Home

The 10-year time limit is expiring for a raft of foreign asset trusts, and those who hold them could benefit in several ways now by redomiciling them to the United States.

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

February 14, 2018

What's Changing in Your Retirement Accounts in 2018 (and How to Take Advantage)

Retirement savers can use all the help they can get, and in 2018 some of that help comes in the form of higher limits on savings vehicles. Here are the specifics.

See More On: Saving for Retirement | 401(k)s | Family Finances

February 13, 2018

How Hidden Commissions Can Damage Non-traded REITs and DSTs

Depending on how you got into a passive real estate investment, such as a private real estate investment trust or a Delaware Statutory Trust, you may be paying some charges you didn't realize. And they can add up.

See More On: REITs | Buying & Selling a Home | Financial Planning

February 13, 2018

The Myth of the Magic Retirement Number

There are plenty of formulas you could try to see if you're on track, but before you start plugging in numbers, it's helpful to look at the big picture first. Here are five factors to consider when setting your retirement savings goal.

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

February 12, 2018

How Do You Really Know How You're Doing for Retirement?

It's natural to try to compare the car you drive, the vacations you take and the home you live in to that of your neighbors, friends and co-workers, but it won't give you the accurate picture you need to tell where you stand.

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

February 9, 2018

A Money Lesson for Newlyweds (and Other Lovers)

Roses on Valentine's Day are a romantic classic, but what's even better for a strong, happy marriage? Money harmony. And it all starts with an honest talk and shared strategy.

See More On: Family Finances | Budgeting | Financial Planning

February 8, 2018

The 3 Spending Stages of Your Retirement

Popular thinking is that you’ll spend less once you retire, but that’s not what I’ve seen in my own clients, at least in the first few years.

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

February 8, 2018

What Will the Stock Market Do Next?

If you're feverishly worrying and wondering, then you've got a big problem: You aren't an investor. You're a gambler. And a bad one at that. Here's how you should be thinking about the markets instead.

See More On: Markets | Financial Planning | Investor Psychology

February 7, 2018

5 Money Lessons Grandparents Can Teach Their Grandkids

Starting as young as age 3, your grandchildren could reap a lifetime of rewards from these five basic financial skills.

See More On: Family Finances | Budgeting | Financial Planning

February 6, 2018

Why Mark Zuckerberg Wrote a Letter (and You Should Too)

Passing down to your heirs your intentions for your money is just as important as passing down the money itself. Writing one letter can make all the difference. Here's how.

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

February 5, 2018

Financial Lessons from the Year of the Dog

As we ring in the Chinese New Year, take a moment to reflect on what the Year of the Dog might mean for your finances.

See More On: Wealth Management | Budgeting | Family Finances

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