Building Wealth

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

September 25, 2018

Don't Let a 'Gray Divorce' Keep You From Your Retirement Dreams

The stakes are high for older couples negotiating the terms of divorce. Take some proactive steps before you sign on the dotted line to protect your financial future.

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

September 25, 2018

5 Important Questions to Ask Before You Take Your Pension

Should you take your pension as a lump sum? That's the first thing people tend to ask, but it shouldn't be the last. Here are five important points to consider before making any moves.

See More On: Making Your Money Last | Annuities | Budgeting

September 24, 2018

The Real Truth About Variable Annuities

Any investment product can be misrepresented or sold in an unscrupulous manner. But the truth is that today's variable annuities have a lot to offer. Used in the right way, they can provide steady income and a reassuring sense of retirement security.

See More On: Annuities | Family Finances | Financial Planning

September 21, 2018

Caring for Your Aging Parents: How to Prepare

The time to get ready is well before the time comes. Here's how to approach some important talks and what you need to cover.

See More On: Long-Term Care Insurance | Getting Out of Debt | Health Care & Insurance

September 20, 2018

How to Use a Self-Directed IRA to Invest in Real Estate

Stocks, bonds and mutual funds are the usual way most people invest their IRAs, but there are alternatives. For investors who would rather walk their own path, a self-directed route is one way to go.

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

September 19, 2018

With the Market at Its Peak, Should You Wait to Invest?

No one wants to buy high, right? But how long do you wait for the "low" to land? Here's a hint: You don't. Sitting on the sidelines isn't the way to go.

See More On: Saving for Retirement | Financial Planning | Investor Psychology

September 18, 2018

Estate Planning for Surviving Spouses: What to Do ASAP

As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs.

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

September 17, 2018

A Guide to the Softer Side of Estate Planning

Once you've written your will, pat yourself on the back. Then get back to work to spell out your wishes on what could be far more important than how your assets are divided. Your family's harmony could be a stake.

See More On: Estate Planning

September 17, 2018

Start Early and Keep Building Good Money-Management Habits

Many parents just wing it with their finances. They may be getting away with it for now, but their kids likely won't. So, here's how parents can help their kids start saving for retirement earlier than they did.

See More On: Family Finances | Budgeting | Financial Planning

September 14, 2018

The Top 3 Things Millennials Should Do Now to Take Advantage of Low Interest Rates

Rates may not be this low again in decades, so it could pay to lock them in for the long term.

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

September 13, 2018

Making Extra Mortgage Payments?

While paying off your home's mortgage may give you a great feeling of liberation and peace of mind, there are a couple of issues to consider.

See More On: Getting Out of Debt | Budgeting | Buying & Selling a Home

September 12, 2018

Are You a Gambler, Speculator, Investor or Risk Manager?

To avoid making big money mistakes, investors should take a moment to examine themselves and their motivations.

See More On: Saving for Retirement | Financial Planning | Investor Psychology

September 11, 2018

Investors Face a Big Risk in Their Own Backyards: Hometown Bias

Your investment portfolio may be out of skew if you bet too heavily on the home team. Here's how you could be ramping up your risk without even realizing it.

See More On: Investor Psychology | Financial Planning | Saving for Retirement

September 11, 2018

Should I Do a Roth Conversion?

This strategy has pros and cons. Here's why people early in retirement should give it a close look.

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

September 10, 2018

3 Steps to Worry-Free Splurges for Retirees

Spending on grand experiences can be a wonderful gift, as long as you've properly planned. So don't worry, and don't feel guilty. Just do it.

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

September 7, 2018

Why Wealthy People May Want to Take Social Security at 62

Delaying Social Security to full retirement age or later could cost you tens of thousands of dollars, maybe even more, in unnecessary taxes if you live on your retirement savings while you wait.

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

September 6, 2018

What Makes an Investment Right or Wrong for Your IRA?

When you think about IRAs, you're probably thinking stocks and bonds. But private equity investments can open new doors to some retirement savers.

See More On: IRAs | Family Finances | Financial Planning

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