Building Wealth

Time to Press the Money ‘Pause Button’ after the Holidays
spending

Time to Press the Money ‘Pause Button’ after the Holidays

If you overspent on the holidays, and spoiled your kids in the process, now’s the time to make some changes.
January 20, 2022
Is There a Right Way to Invest in Bitcoin in 2022? Yes.
cryptocurrency

Is There a Right Way to Invest in Bitcoin in 2022? Yes.

Before you buy into Bitcoin, Ethereum of any other form of cryptocurrency, first, decide whether you want to be a dabbler (which is OK!) or a serious …
January 19, 2022
What to Expect When You Hire a Lawyer
personal finance

What to Expect When You Hire a Lawyer

If you’ve never worked with an attorney, you might not understand all the intricacies of the agreement you’re entering in. Here are some of the basics…
January 18, 2022
Why Women Need to Take a More Active Role in Their Financial Futures
Women & Money

Why Women Need to Take a More Active Role in Their Financial Futures

It’s a mistake to let someone else make all your decisions or take care of everything for you. You can start taking control of your finances by review…
January 17, 2022
What Assets Should Be Included in Your Trust?
estate planning

What Assets Should Be Included in Your Trust?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries, and it can significantly reduce the headaches of pr…
January 16, 2022

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Public Defender or Private Attorney: Which Should You Use?
personal finance

Public Defender or Private Attorney: Which Should You Use?

Words of advice from two attorneys about one of the most important decisions you might make.
January 15, 2022
How to Just Say No to Binge Spending
Smart Buying

How to Just Say No to Binge Spending

Don’t let emotions steer you into buying things you don’t need or can’t afford. Know the warning signs and follow these tips.
January 14, 2022
6 New Year’s Resolutions for Your Wealth Plan
retirement planning

6 New Year’s Resolutions for Your Wealth Plan

Everyone could benefit from checking these six items off their to-do list this year.
January 14, 2022
The Problem With Today’s Hot Real Estate Investment Market
real estate investing

The Problem With Today’s Hot Real Estate Investment Market

With prices this high, it’s tempting to cash out of a real estate investment right now. But if you want to do a 1031 exchange to avoid a tax hit, you …
January 14, 2022
Why Your New Social Security Check May Be Less Than You Thought
social security

Why Your New Social Security Check May Be Less Than You Thought

Watch out, because these three supposed “rules” about Social Security benefits may not actually apply to you.
January 13, 2022
4 Tips on How to Build a Better Bond Position
bonds

4 Tips on How to Build a Better Bond Position

In a world where stock markets keep setting records, bonds look quite dull in comparison. But don’t give up on them! Polish up your bond portfolio usi…
January 12, 2022
4 Steps to Kickstart a Financial Plan in 2022
retirement planning

4 Steps to Kickstart a Financial Plan in 2022

The new year is a great time to dot the i’s and cross the t’s on your financial plan. Here are four areas that could use your attention right now.
January 11, 2022
Factoring Inflation into Your Retirement Plan
retirement planning

Factoring Inflation into Your Retirement Plan

How much should you be worried about inflation’s impact on your retirement income plan? If you plan right, you shouldn’t have to worry at all.
January 10, 2022
Every Retirement Plan Should Include These 5 Points
retirement planning

Every Retirement Plan Should Include These 5 Points

The nuts and bolts of retirement planning can be boiled down quite succinctly. So what are you waiting for? Get started.
January 9, 2022
Stop Procrastinating on Your Retirement Plan! Here’s How
retirement planning

Stop Procrastinating on Your Retirement Plan! Here’s How

Do you drag your feet when it comes to your finances and retirement savings? It’s an all-too-common problem. Here are some tips to help fix it.
January 8, 2022
Schwab Intelligent Income vs. an Annuity: Which Is Better?
annuities

Schwab Intelligent Income vs. an Annuity: Which Is Better?

True, Charles Schwab’s program offers flexible income options for retirees, but when you run the numbers, a good old-fashioned immediate annuity produ…
January 7, 2022
Is Budgeting Overrated?
Budgeting

Is Budgeting Overrated?

Take it from a financial planner, not everyone needs a budget. In fact, sometimes a budget can distract you from the real solutions to your financial …
January 6, 2022
The Ultimate Retirement Savings Account? Surprise, It’s an HSA!
health savings accounts

The Ultimate Retirement Savings Account? Surprise, It’s an HSA!

Health savings accounts are the best deal out there for anyone saving not just for health expenses, but for retirement too. Here’s how to make their t…
January 5, 2022
How to Know When You Can Retire
retirement

How to Know When You Can Retire

You’ve scrimped and saved, but are you really ready to retire? Here are some helpful calculations that could help you decide whether you can actually …
January 5, 2022
Taxes May Be a Certainty – But the Amount You Pay Doesn’t Have to Be
tax planning

Taxes May Be a Certainty – But the Amount You Pay Doesn’t Have to Be

You do have some control over how much income tax you owe – if you don’t wait until Tax Day to start exploring your options. Take some steps throughou…
January 4, 2022
How the Latest Biden/House Tax Proposal Affects Millionaire Retirees
tax planning

How the Latest Biden/House Tax Proposal Affects Millionaire Retirees

The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there co…
January 4, 2022
When It Comes to Your Financial Plan, You Can't Trust a Computer
retirement planning

When It Comes to Your Financial Plan, You Can't Trust a Computer

Even though I run marathons, my EKG erroneously showed I was having a heart attack. When it’s time for your financial checkup, don’t rely solely on fi…
January 3, 2022
Now Hear This: Workplace Noise Isn’t Just Annoying, It’s Downright Dangerous
careers

Now Hear This: Workplace Noise Isn’t Just Annoying, It’s Downright Dangerous

From buzzy fluorescent lights to co-worker chatter and pinging texts, the noise in a typical office adds up. And it can damage your productivity … and…
January 2, 2022
Uncomfortable Lessons I Have Learned in Estate Planning
estate planning

Uncomfortable Lessons I Have Learned in Estate Planning

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.
January 1, 2022
The Big Financial Stories of 2021 and What to Expect in 2022
retirement planning

The Big Financial Stories of 2021 and What to Expect in 2022

There were a lot of big financial stories in 2021, especially as the economy tried to rebound amid the pandemic. As we head into the new year, there a…
December 31, 2021
Retirement Tips from World-Famous Authors to Live Happily Ever After
happy retirement

Retirement Tips from World-Famous Authors to Live Happily Ever After

Want a long, secure and joyful retirement? Take inspiration from some of your favorite writers. Here are 10 strategies renowned authors use when writi…
December 30, 2021