Building Wealth
It’s Time to Cater to the Over-65 Crowd, Or Else!
It’s Time to Cater to the Over-65 Crowd, Or Else!
Businesses can’t afford to ignore the fastest growing market in the world. Here’s how businesses shoot themselves in the foot with these valuable empl…
August 8, 2022
Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All
Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All
When it comes to estate planning, being fair and being equal are not necessarily the same thing. A pot trust can help bridge the gap between the two o…
August 8, 2022
Digital Platforms Empower Investors through Control, Convenience and Confidence
Digital Platforms Empower Investors through Control, Convenience and Confidence
The march to conduct business online is picking up its pace as financial companies boost their security measures and make it easier for customers to g…
August 7, 2022
‘I Can’t Retire – I Need Health Insurance’
‘I Can’t Retire – I Need Health Insurance’
Health insurance is seen as a huge hurdle for early retirees, but the answer to finding affordable coverage could be simpler than you think.
August 7, 2022
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
What Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
To avoid getting hung up unexpectedly, plan for retirement using the “TRICK” method, which stands for taxes, risk tolerance, investment mix, costs and…
August 6, 2022
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Will a Recession Affect Your Retirement? How to Take Action Now!
Will a Recession Affect Your Retirement? How to Take Action Now!
A bear market or an economic downturn can be scary, especially for retirees. However, solid financial plans are built to withstand these challenges. H…
August 5, 2022
Four Options When – Not If – Your LTC Premiums Go Up
Four Options When – Not If – Your LTC Premiums Go Up
If you’re dreading getting a letter in the mail about your long-term care insurance premiums rising, you’re in good company. And you have some decisio…
August 4, 2022
What Rising Interest Rates Mean for You
What Rising Interest Rates Mean for You
With inflation continuing to grow, the Federal Reserve’s battle against it isn’t ending anytime soon. This means higher interest rates making it harde…
August 3, 2022
A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA
A Medicare Surcharge That Might Surprise You If You’re Not Careful – IRMAA
You could get hit with much higher Medicare premiums today because of something that boosted your income two years before.
August 3, 2022
IRAs vs. 401(k)s: Exceptions to 10% Penalty for Withdrawals Under Age 59½ Differ
IRAs vs. 401(k)s: Exceptions to 10% Penalty for Withdrawals Under Age 59½ Differ
Before pulling money out of retirement accounts early, check the rules. The exceptions to penalties can differ depending on which type of account you’…
August 2, 2022
Financial Advice I Would Give My Younger Self – Planning for a Young Family
Financial Advice I Would Give My Younger Self – Planning for a Young Family
Getting married and having a family entails a slew of financial decisions and money talks. A financial planner shares what she wishes she had known as…
August 2, 2022
Wedding Season: 3 Steps to Empower Your Finances as a New Couple
Wedding Season: 3 Steps to Empower Your Finances as a New Couple
Whether you’re getting married or just moving in together, every couple needs to come to an understanding about how they will handle money and learn w…
August 1, 2022
Audit-Proof Your Small Business
Audit-Proof Your Small Business
Eight tips for keeping your business expenses and record-keeping organized.
August 1, 2022
How NOT to Deal with Difficult People at Work
How NOT to Deal with Difficult People at Work
Stuck in a contentious job and don’t know what to do? The new book “Getting Along: How to Work with Anyone (Even Difficult People)” can help steer you…
July 31, 2022
10 Easily Fixable, But Often Overlooked, Financial Planning Items
10 Easily Fixable, But Often Overlooked, Financial Planning Items
It’s easy to let important financial tasks slip your mind, so take a minute to check this list for any to-do items you may have forgotten. It could ma…
July 30, 2022
Drop and Swap 1031 Exchange: A Guide for Real Estate Investors
Drop and Swap 1031 Exchange: A Guide for Real Estate Investors
The tax benefits of real estate investing are attractive, and one way to keep the good times rolling for partnerships is through a drop and swap 1031…
July 29, 2022
Retiring in Risky Times Requires Protection from a Volatile Market and Interest Rates
Retiring in Risky Times Requires Protection from a Volatile Market and Interest Rates
If you had planned on retiring now, or you just retired, you’re probably nervous about the current economic climate. But with the right plan, it shoul…
July 28, 2022
Don’t Panic About Interest Rate Increases: Look to Profit Instead
Don’t Panic About Interest Rate Increases: Look to Profit Instead
Here’s how to adjust accordingly to protect your investment portfolio during these times of rising interest rates.
July 27, 2022
Don’t Name Your Estate as Your IRA Beneficiary
Don’t Name Your Estate as Your IRA Beneficiary
It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming yo…
July 27, 2022
Red Flags in Hiring (or Dating!) the Wrong People
Red Flags in Hiring (or Dating!) the Wrong People
Trusting people who consistently pursue the wrong job candidates or always seem to end up dating bad apples may have a few weaknesses in common.
July 26, 2022
Planning to Retire in the Next 3-5 Years? What to Consider Today
Planning to Retire in the Next 3-5 Years? What to Consider Today
As you inch closer to retirement, here are three big-picture things you need to think through to be financially and emotionally prepared.
July 26, 2022
The Best Way to Protect a Parent from Scammers
The Best Way to Protect a Parent from Scammers
Adult children worried about their parents’ ability to spot and avoid fraud have several options to help protect them, including a durable power of at…
July 25, 2022
Finding the Right Financial Planner During a Recession
Finding the Right Financial Planner During a Recession
Navigating your way through a financial downturn takes resolve and know-how. Having the right person at your side during this touchy time could be cri…
July 25, 2022
Is A Recession Looming? Why History Says We Shouldn’t Panic
Is A Recession Looming? Why History Says We Shouldn’t Panic
From rising interest rates to battle growing inflation and supply chain issues that don’t show any hint of resolving, warning signs of a recession are…
July 24, 2022
Millennials: Get Off Your Assets and Take Charge of Your Financial Life
Millennials: Get Off Your Assets and Take Charge of Your Financial Life
Millennials are the most confident generation when it comes to money. But they still have some work to do on their finances.
July 23, 2022
Bring the Best of the 3 Financial Worlds into Your Retirement
Bring the Best of the 3 Financial Worlds into Your Retirement
When building a plan for retirement security, it helps to use all of the financial tools available to you.
July 23, 2022