Building Wealth
Latest
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Three Reasons It May Be Time for an Annuity 'Refresh'
Because of higher interest rates, inflation and newer annuity products, you could get a better deal today. Don't wait, though: Interest rates could start falling.
By David S. Corman Published
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Three Common Cash Flow Mistakes and How to Fix Them
Better cash flow management could have a bigger impact on your retirement savings than simply making more money. Here's how to manage that.
By Mike Decker, NSSA® Published
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Trusts for Child Influencers: What Families Need to Know
As video blogging, or vlogging, gains popularity (and profitability), new laws are shaping financial obligations for caregivers of young creators.
By Stephen B. Dunbar III, JD, CLU Published
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Three Easy Financial Tips to Help Make This Year a Success
Early in a new year is the perfect time to assess where you are financially. Start by ensuring you're protected from fraud and evaluating your investments.
By Matthew Sommer, Ph.D. CFA® Published
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How to Structure Retirement Income to Tamp Down Taxes
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
By Rick Barnett, CEPP, CFCA, MEP Last updated
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Want to Produce a Podcast? Tips to Get It Done Right
It takes prep work, research and knowing where you're going. Plus, don't miss the most important recommendation from this expert podcast producer.
By H. Dennis Beaver, Esq. Last updated
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Are You a 'Midwestern Millionaire'? Four Retirement Strategies
Midwestern Millionaires might not live in the Midwest, but they share a saver's mindset. These strategies are for those who have saved $1 million or more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Happy Valentine's Day: Are You Committing Financial Infidelity?
You may not even realize you're betraying your partner's trust regarding money issues. Here are some strategies to prevent and address financial dishonesty.
By Neale Godfrey, Financial Literacy Expert Published
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As You Celebrate Your Love, Consider a Financial Check-In, Too
Talking about your money situation with your significant other early in a relationship can head off disagreements and even breakups.
By Kelsey M. Simasko, Esq. Published