Building Wealth

It’s Time to Cater to the Over-65 Crowd, Or Else!
personal finance

It’s Time to Cater to the Over-65 Crowd, Or Else!

Businesses can’t afford to ignore the fastest growing market in the world. Here’s how businesses shoot themselves in the foot with these valuable empl…
August 8, 2022
Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All
estate planning

Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All

When it comes to estate planning, being fair and being equal are not necessarily the same thing. A pot trust can help bridge the gap between the two o…
August 8, 2022
Digital Platforms Empower Investors through Control, Convenience and Confidence
personal finance

Digital Platforms Empower Investors through Control, Convenience and Confidence

The march to conduct business online is picking up its pace as financial companies boost their security measures and make it easier for customers to g…
August 7, 2022
‘I Can’t Retire – I Need Health Insurance’
health insurance

‘I Can’t Retire – I Need Health Insurance’

Health insurance is seen as a huge hurdle for early retirees, but the answer to finding affordable coverage could be simpler than you think.
August 7, 2022
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
retirement

What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider

To avoid getting hung up unexpectedly, plan for retirement using the “TRICK” method, which stands for taxes, risk tolerance, investment mix, costs and…
August 6, 2022

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Will a Recession Affect Your Retirement? How to Take Action Now!
retirement

Will a Recession Affect Your Retirement? How to Take Action Now!

A bear market or an economic downturn can be scary, especially for retirees. However, solid financial plans are built to withstand these challenges. H…
August 5, 2022
Four Options When – Not If – Your LTC Premiums Go Up
long term care insurance

Four Options When – Not If – Your LTC Premiums Go Up

If you’re dreading getting a letter in the mail about your long-term care insurance premiums rising, you’re in good company. And you have some decisio…
August 4, 2022
What Rising Interest Rates Mean for You
interest rates

What Rising Interest Rates Mean for You

With inflation continuing to grow, the Federal Reserve’s battle against it isn’t ending anytime soon. This means higher interest rates making it harde…
August 3, 2022
A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA
Medicare

A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA

You could get hit with much higher Medicare premiums today because of something that boosted your income two years before.
August 3, 2022
IRAs vs. 401(k)s: Exceptions to 10% Penalty for Withdrawals Under Age 59½ Differ
IRAs

IRAs vs. 401(k)s: Exceptions to 10% Penalty for Withdrawals Under Age 59½ Differ

Before pulling money out of retirement accounts early, check the rules. The exceptions to penalties can differ depending on which type of account you’…
August 2, 2022
Financial Advice I Would Give My Younger Self – Planning for a Young Family
personal finance

Financial Advice I Would Give My Younger Self – Planning for a Young Family

Getting married and having a family entails a slew of financial decisions and money talks. A financial planner shares what she wishes she had known as…
August 2, 2022
Wedding Season: 3 Steps to Empower Your Finances as a New Couple
Getting Married

Wedding Season: 3 Steps to Empower Your Finances as a New Couple

Whether you’re getting married or just moving in together, every couple needs to come to an understanding about how they will handle money and learn w…
August 1, 2022
Audit-Proof Your Small Business
small business

Audit-Proof Your Small Business

Eight tips for keeping your business expenses and record-keeping organized.
August 1, 2022
How NOT to Deal with Difficult People at Work
careers

How NOT to Deal with Difficult People at Work

Stuck in a contentious job and don’t know what to do? The new book “Getting Along: How to Work with Anyone (Even Difficult People)” can help steer you…
July 31, 2022
10 Easily Fixable, But Often Overlooked, Financial Planning Items
personal finance

10 Easily Fixable, But Often Overlooked, Financial Planning Items

It’s easy to let important financial tasks slip your mind, so take a minute to check this list for any to-do items you may have forgotten. It could ma…
July 30, 2022
Drop and Swap 1031 Exchange: A Guide for Real Estate Investors
real estate investing

Drop and Swap 1031 Exchange: A Guide for Real Estate Investors

The tax benefits of real estate investing are attractive, and one way to keep the good times rolling for partnerships is through a drop and swap 1031…
July 29, 2022
Retiring in Risky Times Requires Protection from a Volatile Market and Interest Rates
retirement

Retiring in Risky Times Requires Protection from a Volatile Market and Interest Rates

If you had planned on retiring now, or you just retired, you’re probably nervous about the current economic climate. But with the right plan, it shoul…
July 28, 2022
Don’t Panic About Interest Rate Increases: Look to Profit Instead
interest rates

Don’t Panic About Interest Rate Increases: Look to Profit Instead

Here’s how to adjust accordingly to protect your investment portfolio during these times of rising interest rates.
July 27, 2022
Don’t Name Your Estate as Your IRA Beneficiary
IRAs

Don’t Name Your Estate as Your IRA Beneficiary

It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming yo…
July 27, 2022
Red Flags in Hiring (or Dating!) the Wrong People
personal finance

Red Flags in Hiring (or Dating!) the Wrong People

Trusting people who consistently pursue the wrong job candidates or always seem to end up dating bad apples may have a few weaknesses in common.
July 26, 2022
Planning to Retire in the Next 3-5 Years? What to Consider Today
retirement

Planning to Retire in the Next 3-5 Years? What to Consider Today

As you inch closer to retirement, here are three big-picture things you need to think through to be financially and emotionally prepared.
July 26, 2022
The Best Way to Protect a Parent from Scammers
Scams

The Best Way to Protect a Parent from Scammers

Adult children worried about their parents’ ability to spot and avoid fraud have several options to help protect them, including a durable power of at…
July 25, 2022
Finding the Right Financial Planner During a Recession
Financial Advisers

Finding the Right Financial Planner During a Recession

Navigating your way through a financial downturn takes resolve and know-how. Having the right person at your side during this touchy time could be cri…
July 25, 2022
Is A Recession Looming? Why History Says We Shouldn’t Panic
investing

Is A Recession Looming? Why History Says We Shouldn’t Panic

From rising interest rates to battle growing inflation and supply chain issues that don’t show any hint of resolving, warning signs of a recession are…
July 24, 2022
Millennials: Get Off Your Assets and Take Charge of Your Financial Life
personal finance

Millennials: Get Off Your Assets and Take Charge of Your Financial Life

Millennials are the most confident generation when it comes to money. But they still have some work to do on their finances.
July 23, 2022
Bring the Best of the 3 Financial Worlds into Your Retirement
investing

Bring the Best of the 3 Financial Worlds into Your Retirement

When building a plan for retirement security, it helps to use all of the financial tools available to you.
July 23, 2022