Building Wealth
Election 2020: 3 Things Retirees Should Pay Attention To
Election 2020: 3 Things Retirees Should Pay Attention To
When it comes to your money in retirement, here are three main issues that seniors should pay attention to before they cast their votes in the 2020 pr…
October 21, 2020
There’s Never Been a Better Time for Business Owners to Make a Move
There’s Never Been a Better Time for Business Owners to Make a Move
The uncertainties surrounding COVID-19 and our upcoming election may make business owners nervous, but they also may present opportunities … for those…
October 21, 2020
Waiting to File for Social Security Benefits Is Hard, but Payoff Is Sweet
Waiting to File for Social Security Benefits Is Hard, but Payoff Is Sweet
Your piece of the Social Security pie will be bigger each month for the rest of your life if you do.
October 21, 2020
2 Credit Card Gotchas to Watch Out For
2 Credit Card Gotchas to Watch Out For
After an infuriating wake-up call with her own credit card company, one financial services consultant wants consumers to know something: It’s smart to…
October 20, 2020
When Retirees Question More Retirement Income
When Retirees Question More Retirement Income
What would you say if I told you that you could safely get significantly more retirement income from your retirement savings? That’s what I call an In…
October 20, 2020
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Don’t Let Low-Interest-Rate Fatigue Push You into Taking Too Much Risk
Don’t Let Low-Interest-Rate Fatigue Push You into Taking Too Much Risk
Investors searching for safe short-term places to park their money that offer decent returns have been coming up empty for quite a while. Instead of s…
October 19, 2020
Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
With all that is going on, selling a business now is something you need to really think about. Here are four points to weigh to help you decide whethe…
October 16, 2020
Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
The top reasons why people don’t have an estate plan may sound pretty familiar to you. Here’s what they are, and what’s at stake.
October 16, 2020
Considering Early Retirement? 5 Things to Know
Considering Early Retirement? 5 Things to Know
Before you accept a buyout, do the math to see if you really can afford to retire. (We'll show you how.) Then follow up with these tried-and-true stra…
October 15, 2020
5 Ways Millennials Can Turn Financial Stress into Financial Wellness
5 Ways Millennials Can Turn Financial Stress into Financial Wellness
Here’s how to build financial stability, while enjoying life now.
October 15, 2020
Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Question
Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Question
Financial advisers and doctors have a common occupational hazard: Friends and acquaintances often want free advice. When asked point blank, “Why would…
October 15, 2020
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner tha…
October 14, 2020
What You Need to Know about Social Security in a Pandemic and Recession
What You Need to Know about Social Security in a Pandemic and Recession
Social Security benefits play an important role in retirement security, and they are being impacted by current events in several ways.
October 13, 2020
Protect Your Wealth with Smart Risk Management Strategies
Protect Your Wealth with Smart Risk Management Strategies
Find peace of mind for yourself and your family by planning ahead for life’s worst “what if” moments. These risk management strategies can help protec…
October 13, 2020
How Much Insurance Should You Get? A Lawyer’s Advice
How Much Insurance Should You Get? A Lawyer’s Advice
The advice to “Only pay for what you need” sounds good. But when it comes to home, auto and business insurance coverage, four guidelines could help de…
October 12, 2020
Is the Stock Market a House of Cards?
Is the Stock Market a House of Cards?
The stock market volatility we’ve been experiencing and the apparent disconnect with the broader economy have some investors wondering just that. But …
October 12, 2020
Boost Your Retirement Income in 3 Steps
Boost Your Retirement Income in 3 Steps
Low interest rates are a big challenge for retirees today. To help cope, try these three strategies.
October 9, 2020
8 Things Men Should NEVER Do in the Workplace
8 Things Men Should NEVER Do in the Workplace
The new book "Good Guys, How Men Can Be Better Allies for Women in the Workplace" has practical advice to help level the playing field, including a li…
October 8, 2020
Thanks, Granny: Money Quirks (Good or Bad) Can Be Inherited
Thanks, Granny: Money Quirks (Good or Bad) Can Be Inherited
To learn about your own financial strengths and help eliminate your weaknesses, trace your family tree.
October 8, 2020
Couples Both Working from Home? How to Maximize Your Finances
Couples Both Working from Home? How to Maximize Your Finances
The COVID-19 pandemic has brought financial possibilities as well as challenges to many households. Here’s what to do to make the most of them.
October 7, 2020
Gifts vs. Loans: Don’t Be Generous to a Fault
Gifts vs. Loans: Don’t Be Generous to a Fault
What most of you would think of as a “loan to a family member” the IRS may consider a “gift” instead. And that can be a very expensive difference of o…
October 7, 2020
A Surprising Way COVID-19 Is Making Divorce More Complicated
A Surprising Way COVID-19 Is Making Divorce More Complicated
The pandemic’s economic side effects have pushed more companies to offer stock options and restricted stock awards to employees. This type of compensa…
October 6, 2020
7 Must-Listen Retirement Podcasts That Aren’t About Money
7 Must-Listen Retirement Podcasts That Aren’t About Money
Staying physically and mentally engaged in retirement is just as important as how much cash you have in the bank. Here are some of my favorite podcast…
October 6, 2020
The Psychology of Being Scammed
The Psychology of Being Scammed
Are you nice? Trusting? Well, you also might be scammed one day, if you’re not careful.
October 5, 2020
How to Pick an Indexed Annuity
How to Pick an Indexed Annuity
To help choose the right fixed indexed annuity for you, first decide which of these three main goals you have in mind. Identifying your top priority c…
October 5, 2020