Building Wealth

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

March 29, 2017

2 College Finance Conundrums Clarified

Save for retirement or for your kids’ college? Rent student housing or buy a place as an investment? Here’s which makes the most sense.

See More On: Paying for College | Budgeting | Family Finances

March 29, 2017

5 Action Strategies for Financial Independence

Even those close to retirement can make a few simple moves to secure their futures. From HSAs to creative mortgage-payoff plans, every little bit helps.

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

March 28, 2017

Even if Fiduciary Rule Gets Killed Under Trump, Investors Have Wised Up

Thanks to all the hubbub, retirement savers are more savvy about fees. What they now know: How your adviser is paid can reveal possible conflicts of interest.

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

March 28, 2017

6 Things Your Tax Preparer May Not Want You To Know

Before you hand your tax papers off to an “expert,” here are some important points to consider.

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

March 27, 2017

To Help Avoid a Tax Surprise, Diversify Your Retirement Accounts

Putting all your eggs into baskets of 401(k)s and IRAs could cost you down the road.

See More On: Tax Planning | 401(k)s | Financial Planning

March 27, 2017

Can You Get By Without a Financial Planner?

Here’s what to ask yourself to find out whether you are prepared to go it alone.

See More On: Financial Planning | Making Your Money Last | Mutual Funds

March 24, 2017

QDRO: Critical Letters in a Divorce Case

A Qualified Domestic Relations Order divides up retirement assets. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money.

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

March 24, 2017

A Good Game Plan on Roth IRAs Can Take the Bite Out of Tax Day‬‬‬‬‬

Tax considerations for Roth IRAs vs. traditional IRAs: Here's what investors need to know.

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

March 23, 2017

Don’t Let Market Volatility Wreck Your Retirement Portfolio

How much risk are you willing to take? A close look at your investments could reveal you’re risking a lot more than you think.

See More On: Markets | Financial Planning | Making Your Money Last

March 23, 2017

Roth or Traditional IRA: Which Works Better for You?

The rule of thumb has been to compare what your tax rate is now vs. what it will likely be in retirement, but it’s not that simple. Here are a couple other considerations.

See More On: Roth IRAs | Financial Planning | IRAs

March 22, 2017

A Quick Primer on Tax-Loss Harvesting

Smart investors know that sometimes losers can be winners. Here’s how tax-loss harvesting could save you money.

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

March 22, 2017

4 Ways to Save on Taxes When You Fund Higher Education

It is tax time — whether we like it or not! And you could save significant tax dollars if you recently funded your kids’ college education, or your own. Here is what you need to know.

See More On: Paying for College | Financial Planning | Making Your Money Last

March 21, 2017

A Word of Caution to Retirees Tempted by Stock Market Records

With the Dow soaring past 20,000, some retirees may feel the urge to buy. But at this stage of the game, they could be putting their retirement at risk.

See More On: Stocks & Bonds | Financial Planning | Investor Psychology

March 21, 2017

The Fed/Trump Face-off: When Fiscal and Monetary Policy Collide

The Fed under Janet Yellen and the Trump administration appear to be on a collision course. Here’s what worried investors should know.

See More On: Financial Planning | Economic Forecasts | Making Your Money Last

March 20, 2017

Beware of These Often-Overlooked Insurance Gaps

Surprise: There’s a chance your most precious possessions may not be covered.

See More On: Smart Buying | Family Finances | Home Insurance

March 17, 2017

Financial Advisers: Don’t Follow the Rules, Follow the Principle

A person who drives 55 mph in a blinding snowstorm is following the rule, while ignoring the principle of safety. It’s the same with investment advice.

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

March 17, 2017

Hold On Tight to Get Through the Bond Market’s Bumpy Ride

We’re going through a rough patch for conservative investors, but short-term pain can lead to long-term gains.

See More On: Stocks & Bonds | Financial Planning | Making Your Money Last

Show More Stories