Building Wealth

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

October 24, 2017

8 Money Moves You Must Make Before 2018

Let us be among the first to put the new year on your radar, because — believe it or not — there are some end-of-the year financial tasks that you should think about getting started on right now.

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

October 24, 2017

Preparing Yourself for a Stock Market Downdraft

The stock market's bull run is over eight years old. Do you know what to do when it ends?

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

October 23, 2017

5 Questions to Help You Find the Right Financial Planner

When you pick a financial adviser, you need someone who's a good fit. And for those who already have an adviser, if your situation is changing, then maybe it’s time to start fresh.

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

October 23, 2017

Where to Turn When Bonds Aren't the Investment They Used to Be

In an environment of rising interest rates, bonds aren't the shiny penny they once were. So some folks are looking into annuities, including fixed-index annuities, instead.

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

October 20, 2017

Baby Boomer Women Have a Big Retirement Problem Ahead

A perfect storm of financial factors related to caregiving and careers has created a looming retirement crisis. Why women in or near retirement should be especially worried, and what they need to do now.

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

October 20, 2017

6 Ways to Protect Your Nest Egg If You Fear a Bear Market

No one can predict what stocks will do next, but there are plenty of things worried investors and retirement savers do have control over.

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

October 19, 2017

You Can't Hit Retirement Goals If You Don’t Know What They Are

Blindly saving won't get you far. You need to target exactly where you're going, and how you're getting there, with a written plan.

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

October 19, 2017

The Hidden Costs of Variable Annuities and How to Avoid Them

When people seeking guaranteed income turn to annuities, they are gaining security … but they need to realize what it's costing them. Surrender charges, fees and earnings caps all come into play.

See More On: Annuities | Family Finances | Financial Planning

October 18, 2017

Retirement Income Strategies for the 1%

It's a good problem to have, but the nation's wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement.

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

October 18, 2017

Extreme Loss Aversion is Not a Retirement Strategy

If you quake at the thought of losing money in the stock market, you might not be thinking about investing in the right way, and left unchecked, the fear could crumble your retirement plans.

See More On: Financial Planning | Investor Psychology | Making Your Money Last

October 17, 2017

A Healthy Way to Increase Your Retirement Savings: HSAs

If you don't like paying taxes, health savings accounts could be a way to save for your health costs… and for retirement, too.

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

October 17, 2017

Stocks Are Risky – But Avoiding Them Can Be, Too

Without stocks, your retirement portfolio may not grow as fast as prices rise. With inflation at 3%, the $100,000 you have available to spend today could be worth less than $48,000 25 years down the road.

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

October 16, 2017

Invest with Your Eyes Wide Open

Are you prepared for volatility? Before you make an investment, look carefully at its track record by asking these five questions.

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

October 16, 2017

Income, Not Age, Should Determine Your Retirement Date

There is no magic age when you should or can retire, so don't start counting down the years (or days). Instead, you need to dig a little deeper to know if you’re really ready.

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

October 13, 2017

How Losing a Spouse Could Boost a Survivor's Taxes

Switching to a single filing status and a few other changes that occur after losing a spouse could mean a dramatically higher tax bite. But there are ways to ease that burden.

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

October 13, 2017

Cybersecurity's Family Threat: Protecting Your Assets Starts at Home

Not all criminals are shady strangers lurking on the Internet. Some are much closer than you think (like family and friends), so don't let your guard down, even in your own home.

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

October 12, 2017

5 Things Not to Do When Planning Your Retirement

Sometimes a "to-don't" list is more helpful than a to-do list. Here are five mistakes that many people make when thinking about retirement.

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

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