Building Wealth
What Older Adults Should Know about Getting Divorced and (Maybe) Remarried
What Older Adults Should Know about Getting Divorced and (Maybe) Remarried
Gray divorce is on the rise, and couples parting ways at this stage of life should know there are important financial and estate planning issues to co…
May 19, 2022
An Impact Investing Guide for Private Foundations
An Impact Investing Guide for Private Foundations
Putting assets in service of mission can take many forms. Here are four distinct approaches to consider in your efforts to foster positive change in o…
May 19, 2022
Hockey Star’s Viral Twitter Rant Targets Wealth Management
Hockey Star’s Viral Twitter Rant Targets Wealth Management
NHL great Chris Pronger took to Twitter recently to critique athletes’ spending and investing, warn of predatory financial advisers and offer smart mo…
May 18, 2022
Are You Maximizing Your Tax-Exempt Bucket?
Are You Maximizing Your Tax-Exempt Bucket?
Remember the child’s game hide-and- seek? As adults, most of us are still playing it. The difference is this time it’s with the IRS.
May 17, 2022
Should You Consider a Roth Conversion While the Market is Down?
Should You Consider a Roth Conversion While the Market is Down?
Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conve…
May 16, 2022
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Thinking about Rolling Your 401(k) into an IRA? 7 Deciding Factors to Consider
Thinking about Rolling Your 401(k) into an IRA? 7 Deciding Factors to Consider
When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first.
May 16, 2022
2 Strategies to Reduce Taxes from the Sale of Your Business
2 Strategies to Reduce Taxes from the Sale of Your Business
Long before you sell your business is the right time to explore ways to protect your proceeds from harsh taxation. Two possible strategies: the Qualif…
May 15, 2022
4 Tax-Smart Ways to Share the Wealth with Kids
4 Tax-Smart Ways to Share the Wealth with Kids
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and tru…
May 15, 2022
The Key to Employee Retention? Compassion!
The Key to Employee Retention? Compassion!
If companies want to hold on to their best employees, they have a powerful (and free) tool at their disposal. They need to connect with empathy but le…
May 14, 2022
How Psychology Affects Your Search for a Financial Adviser
How Psychology Affects Your Search for a Financial Adviser
Your emotional relationship with your financial planner plays a big role in how successful your collaboration will be, so picking a person you click w…
May 14, 2022
Should Retirees Stay Invested and Ride Out These Volatile Times?
Should Retirees Stay Invested and Ride Out These Volatile Times?
If the markets’ ups and downs have you feeling sick, it’s time to take stock of your whole financial picture. Here are five pieces of that puzzle to h…
May 13, 2022
3 Tax-Efficient Strategies to Help Maximize Your Retirement Income
3 Tax-Efficient Strategies to Help Maximize Your Retirement Income
Sometimes less income is a good thing! Here are three ways to help control your income in retirement and get a grip on the taxes you’ll pay.
May 13, 2022
3 Investment Ideas for Retirees Right Now
3 Investment Ideas for Retirees Right Now
Wondering what to do with your retirement nest egg? These three portfolio moves may be worth taking a look.
May 12, 2022
5 Things to Do Before You Retire
5 Things to Do Before You Retire
Do you know what you want your retirement to look like? That’s the first thing you need to figure out when you’re nearing retirement.
May 11, 2022
How Taxes Impact Your Wealth Gap
How Taxes Impact Your Wealth Gap
Taxes are unavoidable, and if you look at their history, they could be on the rise soon. So, use the Internal Revenue Code to reduce your retirement w…
May 10, 2022
The Cure for the Great Resignation: Hire Older Workers
The Cure for the Great Resignation: Hire Older Workers
A Yale psychology professor smashes myths on aging and the worth of older workers in her fascinating and uplifting new book, “Breaking the Age Code.”
May 9, 2022
The Haves-vs.-Have-Nots Problem Won’t Go Away Without Doing This
The Haves-vs.-Have-Nots Problem Won’t Go Away Without Doing This
We need to work on improving our financial literacy – especially when it comes to women and children. Here are some ways to work toward that important…
May 8, 2022
2 Alternatives to Required Minimum Distributions
2 Alternatives to Required Minimum Distributions
Retirees can save money and stress with these two simple alternatives to RMDs.
May 7, 2022
Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?
There’s a difference between having a portfolio of investments, savings and other assets and understanding why you have them and what purpose they are…
May 6, 2022
Accident Victims (and Their Doctors) Sometimes Get Shafted by Letters of Protection
Accident Victims (and Their Doctors) Sometimes Get Shafted by Letters of Protection
If your personal injury lawyer wants you to sign a letter of protection for your health care bills, be aware of some potential pitfalls.
May 5, 2022
Why a Pension Lump Sum Option Is Better Than an Annuity Payment
Why a Pension Lump Sum Option Is Better Than an Annuity Payment
Lump sum or annuity payments? Single-life benefits or joint-and-survivor benefits? Once you explore the risks and hidden costs, the right pension answ…
May 5, 2022
Interest Rates are Rising – What This Means for Your Bank Account
Interest Rates are Rising – What This Means for Your Bank Account
First of all, when we say, “the Fed raised interest rates,” that’s a bit of a misnomer.
May 4, 2022
Timely Tips for Investors to Deal with Today’s Worst Challenges
Timely Tips for Investors to Deal with Today’s Worst Challenges
When it comes to your retirement savings, in unpredictable times it’s good to have a few well-respected investing rules of thumb to fall back on for r…
May 4, 2022
Income Annuities Take Risk Out of Retirement
Income Annuities Take Risk Out of Retirement
When used properly, annuities provide invaluable security, so why aren't more people going for them? A study has some insights and recommendations, wh…
May 4, 2022
When It Comes to Your 401(k), Trust But Verify
When It Comes to Your 401(k), Trust But Verify
Few people review the accuracy of their 401(k) accounts. But mistakes do happen, so you should review your statements and paystubs just like you woul…
May 4, 2022
Effective Tax Strategies for the Present and Future
Effective Tax Strategies for the Present and Future
When it comes to taxes, most people are reactive rather than proactive. As a result, they’re probably paying Uncle Sam more than they need to. Here’s …
May 4, 2022