Building Wealth

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

May 26, 2017

Draft a Retirement Wish List for Your Financial Adviser

If you want to make your first meeting more meaningful, come prepared. Here's where to start.

See More On: Wealth Management | Financial Planning | Making Your Money Last

May 26, 2017

Your 401(k), 403(b) and IRA: Tax Shelter or Tax Nightmare?

You've saved like crazy in your tax-deferred accounts, but all that money isn't really yours: Some of it belongs to Uncle Sam, and in the future he may be hungry for more. Here are two strategies to curb your future tax bill.

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

May 25, 2017

Think About the 4 Pillars of Retirement Instead of Just Income

A balanced approach will help ensure a solid foundation for a secure retirement.

See More On: Wealth Management | Financial Planning | Making Your Money Last

May 25, 2017

Some of the Biggest Estate-Planning Mistakes People Make

Will your legacy be a benefit or a burden to your loved ones? It depends on how well you've planned.

See More On: Estate Planning | Family Finances | Financial Planning

May 24, 2017

Say Congratulations with a Gift That Keeps on GROWING: 5 Great DRIPs to Buy

Dividend reinvestment plans are the ultimate gifts. It's not inconceivable that today's modest gift could grow to $1 million when your new graduate or favorite newlywed retires.

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

May 24, 2017

Will I Run Out of Money If I Retire?

That's the question on pretty much everyone's minds as they near retirement. The right retirement planner can answer it, and all the rest of your scariest questions.

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

May 23, 2017

Can You Cut Taxes You Pay on Your Social Security?

If you have a moderate or low income but earn a lot in interest and dividends from investments that you don't need for living expenses, here is one way you may be able to lower your tax bill.

See More On: Social Security | Credit Reports & Scores | Estate Planning

May 23, 2017

Why Those Impressive Financial Credentials Aren't Always So Impressive

Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could just mean they attended a one-day seminar.

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

May 22, 2017

Near Retirement? 5 Plans You MUST Have in Place

If you’re racing toward retirement, you’ve got to prepare for some twists and turns. To make sure your money lasts and your family is cared for, you need to address these five challenges.

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

May 22, 2017

5 Ways to Build A Better Tax Plan for 2017

Taxes may be inevitable, but they're also something you have some power over. Here are five strategies to manage your tax burden going forward.

See More On: Tax Planning | Financial Planning | IRAs

May 19, 2017

Creating a Retirement Plan: Ideas to Help Get You Started

Retirement planning requires more than just saving: You need to define a clear path to take. Here are some pointers.

See More On: Wealth Management | Financial Planning | Making Your Money Last

May 19, 2017

What Do Potential Tax Changes Mean for Your Investments?

To get an idea of where our tax rates could be going (and the opportunities that could be coming), compare and contrast the tax proposals floated by President Trump and the House GOP.

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

May 18, 2017

Roth IRAs: A Great Tool for Investors Looking for Tax Efficiency

Diversification means more than a mix stocks and bonds: It means tax diversification, too. Roth IRAs can help with that.

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

May 18, 2017

Alternative Investments Can Help Combat Slow Growth

In times of low bond yields and interest rates and high stock market volatility, it could pay to look beyond the usual stock/bond mix. Three alternative options: senior-secured loans, real estate and private equity.

See More On: Wealth Management | Financial Planning | Making Your Money Last

May 18, 2017

Not Johnny Depp? You Still May Need Asset Protection

The actor was living a $2 million-a-month life of luxury, but then a fallout with his manager led to an eye-popping lawsuit and countersuit.

See More On: Estate Planning | Budgeting | Family Finances

May 17, 2017

How Wills and Trusts Work, and Where to Start

Dealing with the death of a loved one is hard enough; estate planning can make things easier on a grieving family.

See More On: Estate Planning | Family Finances | Financial Planning

May 17, 2017

5 Questions to Ask Before You Hire a Financial Professional

There are a lot of financial pros out there to choose from. These five questions can help you pick the one who's the best fit for your needs.

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

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