Building Wealth
When A ‘Lifequake’ Hits: What to Do When Your Whole World Breaks Open
When A ‘Lifequake’ Hits: What to Do When Your Whole World Breaks Open
If life has thrown you for a financial loop, how do you pick up the pieces? One at a time. Start small and you’ll be amazed how you can bounce back fr…
October 16, 2021
6 Things You Can Do Right Now to Ensure Your Money Will Last in Retirement
6 Things You Can Do Right Now to Ensure Your Money Will Last in Retirement
Your retirement plan needs to take a holistic approach. Because there are so many decisions to make, it’s easy to get lost in the weeds. Follow these …
October 15, 2021
7 Things You Can Do Now to Prepare for Medicare’s Annual Enrollment Period
7 Things You Can Do Now to Prepare for Medicare’s Annual Enrollment Period
It’s that time of year again: Time to see if there’s a Medicare option that better fits your needs – and your budget. Don’t delay. Here’s where to sta…
October 14, 2021
Yogi Berra Quotes Investors Can Live By
Yogi Berra Quotes Investors Can Live By
Baseball legend Yogi Berra was wise, in his own muddled way, about more than just sports. His words hold truth in life – and in investing. Here are th…
October 13, 2021
Ditch Your Dying Career for a Dirty Job Instead
Ditch Your Dying Career for a Dirty Job Instead
How secure is your job in a world of artificial intelligence? Technology is putting many careers on the endangered list, but some jobs just can’t be d…
October 12, 2021
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Even the Experts Can’t Figure Out How to Plan for Retirement Income
Even the Experts Can’t Figure Out How to Plan for Retirement Income
Why? The old asset allocation model of retirement planning focuses on the wrong part of the equation. Instead, Income Allocation offers a better road …
October 10, 2021
Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things
Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things
Yes, it's a tedious task. But one hour of your time could be worth thousands of dollars. A former firefighter and paramedic turned financial planner s…
October 9, 2021
Complaints that Get Results (and Replies that Win You Customers)
Complaints that Get Results (and Replies that Win You Customers)
Not happy? A couple of simple steps will help get your complaint noticed. And if you’re on the receiving end of a complaint, how you craft your respon…
October 8, 2021
The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail
The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail
Time after time it bounces back in the face of all sorts of disasters. Here’s why the stock market has proven to be so resilient, and how investors sh…
October 7, 2021
4 Big Retirement Blunders (and How to Avoid Them)
4 Big Retirement Blunders (and How to Avoid Them)
It’s too bad, but financial advisers see these four mistakes all the time. Don’t fall into the same traps.
October 6, 2021
Ever Dream of Having a Building Named After Yourself?
Ever Dream of Having a Building Named After Yourself?
Gifting through a private foundation can offer naming rights advantages, generally without the worry of breaking the strict self-dealing rules set by …
October 5, 2021
Acting Entitled on the Job – and in Life – Is a Ticket to Nowhere
Acting Entitled on the Job – and in Life – Is a Ticket to Nowhere
Spoiled kids grow into entitled adults, and that can be a big problem for them in their careers and personal lives.
October 4, 2021
Smart Gifting Using Retirement Assets
Smart Gifting Using Retirement Assets
Before you think about donating to charity, consider the source. Should you gift money from your stock portfolio or your traditional IRA or 401(k)? Wh…
October 4, 2021
How Big of a Threat Does Inflation Pose to Your Retirement?
How Big of a Threat Does Inflation Pose to Your Retirement?
You might be surprised how much inflation can nibble away at your retirement nest egg over time if you aren’t prepared.
October 3, 2021
How Has the Pandemic Changed Retirement Plans for Women?
How Has the Pandemic Changed Retirement Plans for Women?
Despite the challenges we’ve weathered the past year and a half, here are some ideas to get your retirement strategies back on track.
October 2, 2021
A Smart Option for Transferring Wealth Through Generations: The Dynasty Trust
A Smart Option for Transferring Wealth Through Generations: The Dynasty Trust
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could b…
October 2, 2021
Hey, Parents: Caution Is Critical with UTMA Custodial Accounts
Hey, Parents: Caution Is Critical with UTMA Custodial Accounts
Giving your kids or grandkids a leg up in life is a nice thing to do, but if you’re thinking of doing it with an UTMA custodial brokerage account, you…
October 1, 2021
No Jitters Here: How to Deal with 3 of Life’s Big Transitions
No Jitters Here: How to Deal with 3 of Life’s Big Transitions
A new school year comes with anticipation – and anxiety. But those jitters don’t end at graduation. The transitions that adults go through, including …
September 30, 2021
Want to Sell Your Business to Beat 2022 Tax Increases? Consider Charitable ‘Bunching’
Want to Sell Your Business to Beat 2022 Tax Increases? Consider Charitable ‘Bunching’
You could be facing quite a tax bill if you sell your business, especially if capital gains taxes rise. One tool to soften that blow could involve the…
September 30, 2021
Tax Planning Opportunities You Might Not Be Aware Of
Tax Planning Opportunities You Might Not Be Aware Of
To save on taxes over all your years, not just right now, try these four different strategies.
September 29, 2021
Family Business Survival Strategies in an Era of Sweeping Tax Reform
Family Business Survival Strategies in an Era of Sweeping Tax Reform
Changes to our nation’s income taxes, capital gains taxes and estate taxes – whether already passed or still in the proposal stage – pose massive chal…
September 28, 2021
Hidden Fees, Unintentional Wealth Transfers and Other Lurking Retirement Hazards
Hidden Fees, Unintentional Wealth Transfers and Other Lurking Retirement Hazards
A secure retirement is a happy retirement. Here are three things you can do to improve your odds that your golden years will be bountiful and worry-fr…
September 28, 2021
Strategies for Roth IRAs You May Not Have Thought Of (Yet)
Strategies for Roth IRAs You May Not Have Thought Of (Yet)
Most people think of the obvious tax benefits Roth IRAs offer, but these accounts have some less-obvious advantages that savvy savers – whether young …
September 27, 2021
How 2 Couples Covered Their Income Gaps for Life with Income Annuities
How 2 Couples Covered Their Income Gaps for Life with Income Annuities
Here are the stories of two couples and how they took two different paths (using two different types of annuities) to provide enough guaranteed income…
September 27, 2021
How Life Insurance Fits into a Retirement Plan
How Life Insurance Fits into a Retirement Plan
While some may view life insurance as a simple way to replace income or cover final expenses, there are many benefits to considering it as an importan…
September 26, 2021