Building Wealth
ETFs vs. Mutual funds: Why Investors Who Hate Fees Should Love ETFs
ETFs vs. Mutual funds: Why Investors Who Hate Fees Should Love ETFs
Exchange-traded funds offer a huge cost savings to consumers over mutual funds. Here’s why, and a couple of quirks about ETFs to watch out for as well…
April 10, 2021
The Top 10 Financial Mistakes for Young Couples to Avoid
The Top 10 Financial Mistakes for Young Couples to Avoid
Money is a common marriage stressor. In a pandemic that’s seen a disproportionate number of young couples divorcing, minimizing money disputes can be …
April 9, 2021
This Often-Overlooked Way to Fund Your Roth IRA Has Many Advantages
This Often-Overlooked Way to Fund Your Roth IRA Has Many Advantages
A Roth annuity can create tax-free lifetime income during retirement or reduce your risk while saving for retirement.
April 8, 2021
The Potential Financial Silver Lining of the Pandemic
The Potential Financial Silver Lining of the Pandemic
People have been forced to be more mindful of their saving and spending lately. But let’s take it a step further, and train that focus on your retirem…
April 8, 2021
Psst: If You’re Looking for an Unloved Investment Sector, How About Uranium?
Psst: If You’re Looking for an Unloved Investment Sector, How About Uranium?
Uranium has become the forgotten fuel, but that could change … and if it does, there could be some interesting opportunities.
April 7, 2021
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SRI and ESG are Not Interchangeable. Here’s Why We Choose SRI.
SRI and ESG are Not Interchangeable. Here’s Why We Choose SRI.
SRI investing leaves room for judgment calls that better align with investors’ values. Meanwhile, ESG investing is more vulnerable to companies gaming…
April 7, 2021
Don’t Mix Politics with Your Portfolio
Don’t Mix Politics with Your Portfolio
Presidents and congressional representatives come and go, but sound investing principles are here to stay. Smart investors stick with the plan through…
April 6, 2021
Don’t Let Retirement Planning Faze You: What to Focus on in Each Phase
Don’t Let Retirement Planning Faze You: What to Focus on in Each Phase
When you think about all the moving parts to planning for retirement, it can feel overwhelming. But breaking it down into four phases could help bring…
April 5, 2021
Getting the Best of Both Worlds from an Irrevocable Trust
Getting the Best of Both Worlds from an Irrevocable Trust
Irrevocable trusts open the door to important tax strategies, but they mean the loss of control of the assets held in the trust … or do they? Today’s …
April 5, 2021
Kids Not Ready for Their Inheritance? Consider a Private Foundation
Kids Not Ready for Their Inheritance? Consider a Private Foundation
The benefits of starting your own foundation extend far beyond tax savings: It can help preserve your family’s wealth and unity.
April 4, 2021
What Pickleball Can Teach You About Investing
What Pickleball Can Teach You About Investing
It’s funny, but playing the great sport of pickleball recently got me thinking about how much in common chasing a plastic yellow ball around has with …
April 3, 2021
Escape from The Planet of the Lawyers
Escape from The Planet of the Lawyers
A lot of lawyers out there are unhappy campers, but they don’t have to be. Anyone in the legal profession who is unhappy at work needs to realize they…
April 3, 2021
Turning 60? Ask Yourself These 4 Important Questions
Turning 60? Ask Yourself These 4 Important Questions
Retirement is an exciting milestone, and planning becomes even more crucial once you get within a few years of saying goodbye to your career. As we tu…
April 2, 2021
How to Take a Pension: A Math Formula Drives 1 Retiree’s Choice
How to Take a Pension: A Math Formula Drives 1 Retiree’s Choice
Ever hear of the pension income ratio? This mathematical formula can help you decide whether it makes more sense to take a lump sum or a series of pen…
April 2, 2021
6 ‘Retirement Killers’ to Avoid at All Costs
6 ‘Retirement Killers’ to Avoid at All Costs
Financial planners see people making these six money mistakes all the time, and they can endanger your retirement. Here are six surefire ways to kill …
April 1, 2021
You're Asking the Wrong Financial Questions: Here's How to Fix That
You're Asking the Wrong Financial Questions: Here's How to Fix That
Three of the most common personal finance questions financial advisers get all the time are not the right ones to ask. Here’s how to take those questi…
April 1, 2021
COVID-19-Weary Business Owners Can Win by Adopting the Right Mindset for a Sale
COVID-19-Weary Business Owners Can Win by Adopting the Right Mindset for a Sale
Your business has survived the pandemic, but it’s taken a toll. Here are some reasons why now may be a good time to sell, and some points to keep in m…
March 31, 2021
The Pandemic Has Set Gender Parity Back: But We Can Fix That
The Pandemic Has Set Gender Parity Back: But We Can Fix That
Our economy has entered a “she-cession,” with job losses and caregiving pressures hitting women hard. But there are some things we can do to work on t…
March 30, 2021
Can You Retire with a Nest Egg That’s Too Big?
Can You Retire with a Nest Egg That’s Too Big?
If your retirement plan forecasts a big surplus at the end of your life, your heirs and favorite charities may miss out on thousands – or even million…
March 29, 2021
How Much of Your Estate Will Be Lost to Taxes?
How Much of Your Estate Will Be Lost to Taxes?
If you’re worried that a sizable chunk of your legacy may go to Uncle Sam, there are steps you can take to reduce the effects of the SECURE Act and th…
March 29, 2021
Time to Face Reality: Your Kids Don’t Want Your Stuff!
Time to Face Reality: Your Kids Don’t Want Your Stuff!
One estate planning mistake I see all the time is that parents want their children to inherit their homes and treasured possessions, and they assume t…
March 29, 2021
3 Maximizers to Help You Make the Most of Your Wealth in Retirement
3 Maximizers to Help You Make the Most of Your Wealth in Retirement
To get the most out of your retirement, you have to make the most out of your savings. Here are three steps to take as you head toward retirement.
March 28, 2021
Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes.
March 27, 2021
Taking a 401(k) Loan to Fill Income Gaps? Tips Before You Dip!
Taking a 401(k) Loan to Fill Income Gaps? Tips Before You Dip!
If your credit card charges 17% interest and a loan from your 401(k) charges 4.25%, you might wonder: What have I got to lose? Yes, there are downside…
March 26, 2021
Help! I’m Afraid to Retire, Even Though I Can Afford to
Help! I’m Afraid to Retire, Even Though I Can Afford to
Actually retiring may be the hardest part about retirement. It’s not unusual to get cold feet. But you don’t want to work forever either, so what do y…
March 26, 2021