Building Wealth
Latest
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Seven Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder Last updated
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Don't Let the Election Derail Your Investment Strategy
Ignore the headlines. With a solid financial plan and a well-diversified portfolio, you can confidently ride out any market volatility caused by the election.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Murdochs' Dispute Highlights Benefits of Trusts in Nevada
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private.
By John M. Goralka Published
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How to Protect Your American Dream From Bad Financial Advice
A financial adviser and author explains how to spot costly financial traps and offers tips to help safeguard your hard-earned money.
By H. Dennis Beaver, Esq. Published
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Potential Ripple Effects of Taxing Unrealized Capital Gains
The proposed tax on unrealized gains would be limited to those with a net worth above $100 million, but some see a broad impact on markets and businesses.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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Succession Musts: Thoughtful Planning and Frank Discussions
When it comes to passing on the family business, you don't want anyone to be surprised about who will control or inherit the business after the owner's death.
By David Handler, J.D. Published
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Five Keys to Retirement Planning and Peace of Mind
Long, worry-free retirements don't just happen. You have to make them happen. The good news is that it may not be as hard as you think.
By Josh Leonard, Investment Adviser Published
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Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
By Evan T. Beach, CFP®, AWMA® Published
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Eight Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don't let these seven fall through the cracks. You'll thank yourself in 2025.
By Stacy Francis, CFP®, CDFA®, CES™ Last updated