Building Wealth

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

August 23, 2017

Advice to the Powerball Winner: Think About an Endowment

You’ll be supporting worthwhile causes that are important to you, and getting a nice tax break.

See More On: Tax Planning

August 23, 2017

6 Ways to Limit Health Care Costs

Living longer is nice, but paying more for health care isn’t. There are, however, a few strategies you can consider to help limit those rising costs.

See More On: Health Care & Insurance | Making Your Money Last | Saving for Retirement

August 23, 2017

Wealth Management vs. Financial Advice: They’re Not the Same

Taxes, estate planning, charitable giving: Your financial life is complicated. A wealth management team will help you with much more than just your money.

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

August 22, 2017

How to Just Say No to Binge Spending

Don’t let emotions steer you into buying things you don’t need or can’t afford. Know the warning signs and follow these tips.

See More On: Smart Buying | Family Finances | Financial Planning

August 21, 2017

4 Ways to Map Out Your Retirement Journey

Before you set out on what could be a 30-year-long road trip, you’ll need a good map.

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

August 18, 2017

1 Critical Mistake to Avoid When You Retire

The closer you get to retirement, the more power the stock market potentially has over you. A steep drop at the wrong time could pack a devastating punch.

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

August 18, 2017

For a Sunny Retirement, Have a Rainy-Day Fund

A nice stash of extra cash is always a good idea, and it could be especially important for those who don’t have paychecks coming in anymore.

See More On: Saving for Retirement | 401(k)s | Family Finances

August 17, 2017

Fiduciary Rule is a Chance to Get a Better Standard of Care

If you are seeing some changes in how your financial professional is operating, it may be time to ask a few questions … and seek a second opinion.

See More On: Financial Planning | Family Finances | IRAs

August 17, 2017

7 Steps to Help Find the Right Financial Professional

It’s up to investors to do a little detective work when considering who should advise them.

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

August 16, 2017

Do This Before Including ‘Factors’ in Your Portfolio

The best and brightest research on investing may sound like a sure thing, but before venturing off into Ph.D.-level academia, investors should master personal finance 101. It could deliver a better payoff.

See More On: Investor Psychology | 401(k)s | Employee Benefits

August 16, 2017

With Social Security and Taxes, Make Sure You’re Getting the Right Advice

When you should start taking your benefits and how your provisional income affects your taxes are two critical pieces of the retirement puzzle. To make the right moves, you need to look at the big picture.

See More On: Social Security | Family Finances | Financial Planning

August 15, 2017

Understanding Inherited IRAs and Their Inherent Dangers

Mistakes made with inherited IRAs can be costly and impossible to fix. To minimize a potentially hefty tax bill, make sure to dot your i’s and cross your t’s.

See More On: IRAs | Estate Planning | Family Finances

August 15, 2017

Leaving Your Digital Legacy

Between Facebook, iTunes, email and digital banking and investment accounts, most of us lead pretty active lives online. Do you have a plan for what will happen to all your passwords and accounts when you pass away?

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

August 15, 2017

Working Part-Time in Retirement Can Be Tricky

Keeping a hand in the workforce after retirement can be richly rewarding (in a couple of key ways). However, it can also complicate your finances.

See More On: Saving for Retirement | Careers | Employee Benefits

August 14, 2017

Time to Take Stock Profits? 4 Steps to Consider Now

With stocks in the stratosphere, many investors have happily put off rebalancing as they watch their portfolios rise. Those same investors won’t be smiling when stocks fall back down to earth. It could be time to do some strategic selling.

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

August 14, 2017

No Need to Go Alone: 5 Considerations for Choosing a Financial Adviser

Some tasks are appropriate for do-it-yourselfers, but investing and planning for retirement may not be one of them.

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

August 11, 2017

Win the Lottery? Here’s the First Thing You Should Do

Any windfall can come with a sea of emotions and decisions. You need to clear your head, and then find the right help. A Certified Financial Transitionist (CeFT) may be just the ticket.

See More On: Financial Planning | Family Finances | Investor Psychology

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