Building Wealth

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

September 26, 2016

How to Minimize Sequence Risk in Your Investing Strategy

Laddering your bonds or purchasing an annuity can save you from running out of money if you start withdrawing your retirement savings at the wrong time.

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

September 26, 2016

What Will the Election Do to the Market?

Whatever the outcome, stay calm. Corporate earnings, Fed policy and macroeconomic trends will likely hold sway.

See More On: Markets

September 26, 2016

Alternatives to Long-Term Care Insurance

Certain Federal workers are facing a big hike in long-term care premiums. Stay calm and explore other options.

See More On: Long-Term Care Insurance

September 26, 2016

How a Roth Conversion Can Save You and Your Heirs Thousands

With a Roth, you can avoid RMDs and let more of your money grow tax-free.

See More On: Roth IRAs | Estate Planning | Making Your Money Last

September 26, 2016

When Is the Perfect Time to Invest?

Trying to time the market rarely works out well. Instead, be sure to have enough cash on hand to cover you in good times and bad.

See More On: Markets | Financial Planning | Stocks & Bonds

September 26, 2016

6 Critical Questions to Ask Before Investing in a Stock

Before you make any investment, figure out your answers to these questions to help minimize your risk.

See More On: Stocks & Bonds | Financial Planning

September 26, 2016

Do Low-Volatility Products Belong in Your Portfolio?

Before investing in these popular strategies, consider these five things.

See More On: ETFs

September 26, 2016

What Should Bond Investors Do Now?

Don't worry about whether interest rates will rise; focus on your investing goals and what bonds do for your portfolio.

See More On: Stocks & Bonds | Markets

September 23, 2016

How to Tap Your Retirement Savings Penalty-Free

Saving for retirement does not lock up your money; in some cases, you can withdraw it early and avoid a 10% charge.

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

September 23, 2016

Is It Time to Get Out of the Stock Market?

Better to stick to a well-devised investment plan than try to guess when investors' lucky streak is set to end.

See More On: Markets | Stocks & Bonds

September 23, 2016

Use Charitable Bequests to Improve Your Estate Plan

Uncle Sam isn't going to solve his debt problems with your money. You can redirect money headed to the IRS toward your family and philanthropy.

See More On: Estate Planning

September 19, 2016

A Tale of Two Celebrity Marriages and One Prenuptial Agreement

Johnny Depp and Amber Heard could've saved themselves a lot of grief if they'd had a prenup. Learn from their mistake.

See More On: Family Finances | Financial Planning

September 20, 2016

The Best Bond Alternative No One Is Talking About

Fixed indexed annuities may provide the steady income and stability that bonds aren't providing these days.

See More On: Annuities

September 19, 2016

Why the Typical Retirement Withdrawal Strategy Is Wrong

Many people have financial situations that call for a unique approach to withdrawing retirement savings.

See More On: Making Your Money Last | Financial Planning | Required Minimum Distributions (RMDs)

September 19, 2016

Investors, Look for Buying Opportunities While Interest Rates Remain Low

The financial sector and housing market may benefit while the Fed continues its steady-as-she-goes approach.

See More On: Stocks & Bonds | Markets

September 9, 2016

Get More Income By Investing in Preferred Stocks

They stand to pay higher dividends and protect you in a rising-rate environment, but can be complex investments.

See More On: Stocks & Bonds

September 16, 2016

Save on Taxes By Being Proactive Instead of Reactive

Tax planning with your financial adviser can add up to huge savings.

See More On: Tax Planning

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