Building Wealth

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

December 6, 2016

7 Important Steps to Finding the Right Financial Adviser for You

Make sure you're working with financial professionals who understand your ultimate goals and know how to get you there in the most efficient way possible

See More On: Financial Planning

December 6, 2016

Why You Should Plan To Sell Your Business Now

No matter when you actually expect to let go of your business, you need to be prepared for the move.

See More On: Business Costs & Regulation

December 6, 2016

Is Your Adviser Really a Fiduciary?

You should ask point blank and check if they are a CEFEX-certified firm.

See More On: Financial Planning

December 6, 2016

7 Tips for Talking to Millennials About Money

Discussing financial matters with your kids can be difficult. Try to remember that they are adults.

See More On: Family Finances

December 6, 2016

Flying High By Managing Risk In Wealth Management

When it comes to both investing and flying a plane, you need to be prepared, use the proper tools and have a good wingman.

See More On: Financial Planning

December 6, 2016

All You Need to Know About Saving for Emergencies

Building an emergency fund may be your most important financial goal. Understand why you need it, how much you should save and where to invest the savings.

See More On: Budgeting | Financial Planning

December 5, 2016

Why Your Financial Professionals Should Work Together

If you have a financial adviser, an accountant and an attorney, they should communicate with each other to help design your best financial strategy.

See More On: Financial Planning

Originally published in November 2016

An Interest Rate Increase Is Long Overdue

The highly anticipated rise will be good for savers and investors.

See More On: Markets

December 2, 2016

5 Money Lessons Women Must Learn

It's important to understand these five basic points in order to take control of your life and be financially independent.

See More On: Saving for Retirement | Estate Planning

Originally published in November 2016

Riding Out a Bear Market With a Hold and Sell Strategy

If you're already retired or near retirement, you might consider turning to low-volatility bond investment and money-market accounts before the next storm hits.

See More On: Markets

Originally published in November 2016

Embracing Technology in the World of Finance

Good apps and online tools can help you better handle your personal finances, but a financial adviser still plays an important role, too.

See More On: Technology

Originally published in November 2016

How to Pick the Best Funds for Your Portfolio

Be sure to look at performance history, management experience and costs, among other things.

See More On: Mutual Funds

November 30, 2016

What You Can Learn from Wealthy Investors

High-net-worth individuals may have more money to work with, but you can make the same money-smart moves, no matter your income.

See More On: Wealth Management

November 29, 2016

Are Donor-Advised Funds the Best Charitable Giving Vehicle for You?

DAFs can be a quick, easy and flexible way to achieving your family's philanthropic goals.

See More On: Tax Breaks | Estate Planning | Family Finances

November 29, 2016

Veterans Often Miss Out on the Long-Term Care Benefits They Deserve

If you qualify, be sure to collect the Aid and Attendance benefits you've earned in service to our country.

See More On: Long-Term Care Insurance

November 29, 2016

The Unsung Role of Budget Planning in Retirement

More important than determining your investment strategy, outlining your post-retirement expenses can help ensure your money lasts a lifetime.

See More On: Budgeting | Financial Planning

November 23, 2016

Focus on a Purpose-Based Retirement Portfolio

You need different types of investments to address all the risks you face in retirement.

See More On: Saving for Retirement

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