Building Wealth

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

January 17, 2017

When to Take Social Security Sooner Rather Than Later

The longer you wait to start receiving payments, the bigger your monthly check. But here are other factors you’ll want to consider.

See More On: Social Security | Saving for Retirement

January 17, 2017

A Grumpy Old Man’s Guide to 401(k) Investing

It’s tough-love time: If you’re lucky enough to have a 401(k) plan, and you’re not filling it to the max, you’re making a rookie mistake.

See More On: 401(k)s

January 13, 2017

4 Tips for Investing in This Bunny Market

Not a bear or a bull, today's market zigs and zags and can confuse us all.

See More On: Markets | Financial Planning

January 13, 2017

How to Find a Financial Adviser Who's a Good Fit for You

Especially when you're approaching or in retirement, you want to be sure you're working with the right professionals; asking them these five questions should help.

See More On: Financial Planning

January 13, 2017

Can You Afford to Retire?

Review this retirement-planning checklist to help you figure that out.

See More On: Saving for Retirement

January 12, 2017

Simple Steps to Save on Investment Fees

Some of the costs associated with saving and investing are patently obvious, but there are others that can be quite well hidden.

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

January 12, 2017

Keep Calm and Carry On as Markets Adjust to Trump Presidency

If you’re worried about all the political and economic changes ahead, you’re not alone, but there are some reasons to take comfort, too.

See More On: Politics | Investor Psychology

January 12, 2017

3 Financial Risks That Retirees Underestimate

Remember to consider your withdrawal strategy, unexpected life events and your health when approaching retirement.

See More On: Making Your Money Last

January 12, 2017

The Power of Non-Correlating Assets

With so much uncertainty in the markets, having a well-diversified investment portfolio is especially important.

See More On: Financial Planning

January 11, 2017

4 Things to Consider in Retirement to Make Your Money Last

Once you're in the distribution phase of your financial life, you need to focus on preserving your wealth by managing risk and being tax efficient.

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

January 11, 2017

Why Retirees Aren't Enjoying Their Wealth

A fear of outliving your savings is bound to put a damper on your retirement years.

See More On: Annuities | Making Your Money Last

January 10, 2017

3 Tax-Planning Tips to Consider as Donald Trump Gets Down to Work

Before you make big moves with your savings, investing or inheritance plans, take a breath and weigh the likely consequences.

See More On: Tax Planning | Tax Prep & Filing

January 9, 2017

How to Build a Retirement Strategy While Reducing Risks

You don't necessarily have to take big risks to reap big rewards; a low-volatility investing strategy may be best for you.

See More On: Financial Planning | Making Your Money Last

January 6, 2017

Smart Financial Advice for Newlyweds

While you're still in the honeymoon phase, you and your new spouse should get on the same page about how to handle your money together.

See More On: Family Finances

January 6, 2017

Where to Save Your Child's College Fund

Depending on the type of account you use, you can score some good tax advantages on top of your savings.

See More On: 529 Plans | Family Finances | Paying for College

January 6, 2017

I'm a Conservative Investor, and Other Lies We Tell Ourselves

No investment is completely safe. You need to understand the risks in your portfolio.

See More On: Investor Psychology | Financial Planning

January 5, 2017

5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement Planning

You may need to adjust your strategy during crunch time in order to successfully reach the end zone.

See More On: Financial Planning | Saving for Retirement

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