Building Wealth

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

September 26, 2017

Planning Your Transition Toward Retirement

As you close in on the big day, it's time to consider how you'll create income while dialing down stock market risk.

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

September 25, 2017

The True Cost of Gray Divorce

Typically, the longer you've been together, the more assets you've acquired, and the more expensive the process. I've seen couples spend $200,000 in legal fees. And you have less time to recover financially from divorce the closer you are to retirement.

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

September 25, 2017

Five Ways to Ponzi-Proof Your Retirement

Even seasoned investors can fall prey to a crook, or a financial professional who just isn't very good. So take these measures to protect yourself.

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

September 22, 2017

Car-veat Emptor: Tips to Control Car-Buying and Repair Costs

Navigating the world of car expenses can be confusing, but some extra legwork can really pay off.

See More On: Saving Money | Buying & Leasing a Car | Family Finances

September 22, 2017

This Will Make You Rethink Your Dividend Investing Strategy

Despite the popularity of using dividend yields to choose stocks for their retirement portfolios, there's a better indicator that investors should be looking at.

See More On: Dividends | Financial Planning | Markets

September 21, 2017

When You Lose a Loved One Who Handles All the Money

It's not uncommon for one person in a couple to take the lead in finances, but that can cause big problems later on.

See More On: Wealth Management | Banking | Budgeting

September 21, 2017

What's the Big Deal About Health Savings Accounts?

Most people know HSAs offer a sweet tax deal, but they also offer a couple other important benefits you might not have considered.

See More On: Health Care & Insurance | Family Finances | Financial Planning

September 20, 2017

6 Hidden Benefits of Consulting in Retirement

There's a lot to love about working part-time in retirement. Earning a paycheck is one obvious benefit, but there are other less-obvious reasons why it could be a great decision for you.

See More On: Careers | Employee Benefits | Family Finances

September 19, 2017

Seeking Secure Retirement Income? An Annuity Could Be a Good Fit

If you're worried about outliving your savings (and who isn't?), a lifetime of guaranteed payments could ease your mind.

See More On: Annuities | Family Finances | Financial Planning

September 18, 2017

Don't Make These 3 Pro Athlete Retirement Mistakes

Many players in the NFL and NBA famously run into trouble after retiring from the sports world. We can all learn from their mistakes.

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

September 18, 2017

Your Financial Adviser Charges What? Understand the Value of Advice

Here's a breakdown of how compensation for financial advice works, and what kinds of services you can expect to receive for the price you pay.

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

September 15, 2017

Be More Like Warren Buffett, Less Like You, When Investing Your Money

Seven time-tested investing tips retirement savers can take away from Warren Buffett.

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

September 14, 2017

Avoid Mistakes and Penalties with the ABCs of RMDs

Required minimum distributions can be a tax minefield if you’re not prepared for them. Here are some basics anyone with a traditional IRA or 401(k) should know.

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

September 14, 2017

Businesses Need Asset Protection, Too

Here are several ways for family-owned and privately owned companies to place assets out of reach.

See More On: Small Business | Business Costs & Regulation | Employee Benefits

September 13, 2017

4 Ways to Help Keep Fees and Taxes From Nibbling Your Nest Egg

At least three-quarters of the people who come to see me are paying more in fees than they realize. Over the years it could add up to tens of thousands. But there are some things you can do about it.

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

September 13, 2017

How Consumers Can Clean Up After Equifax Disaster

Everyone needs to take precautions in today’s world of constant data breaches. Here are six steps to protect yourself.

See More On: Scams | Banking | Credit Cards

September 12, 2017

Put Politics Aside and Consider Trump’s Tax Plan a Gift

No matter your political party, there could be some opportunities ahead for you to reduce your tax bill. Be ready to take advantage of them.

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

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