Building Wealth
When Businesses Fail or People Can’t Pay Bills, Liability Limits Can Save the Day
When Businesses Fail or People Can’t Pay Bills, Liability Limits Can Save the Day
From LLCs to trusts, protections are here to help — not just companies and individuals, but our whole economy itself. So, anyone struggling in these t…
September 18, 2020
5 Unfortunate Estate Planning Myths You Probably Believe
5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to b…
September 17, 2020
How to Get Property Insurance in High-Risk Areas
How to Get Property Insurance in High-Risk Areas
From wildfires to hurricanes and riots, some homes and businesses are more risky than others to insure. If you’re having a hard time finding coverage,…
September 15, 2020
3 Tips to Help You Navigate Open Enrollment in Your ‘New Normal’
3 Tips to Help You Navigate Open Enrollment in Your ‘New Normal’
With all the changes going on in workplaces across the country since COVID-19, your insurance and benefits needs might have changed, too.
September 15, 2020
Prenups for Breadwinning Women: 4 Pitfalls to Avoid
Prenups for Breadwinning Women: 4 Pitfalls to Avoid
Protecting the assets you bring into your marriage takes some planning. Take some time to do it right.
September 15, 2020
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What Does the Upcoming Election Mean to Your Investments?
What Does the Upcoming Election Mean to Your Investments?
For smart investors, the surprising answer may be very little. Here’s why, and what you should do (and not do) as election season heats up.
September 11, 2020
Should You Move Forward with Your Divorce or Wait?
Should You Move Forward with Your Divorce or Wait?
Despite the tensions brought on by the pandemic, a number of couples are waiting right now, with good reason.
September 10, 2020
6 Ways the Pandemic Has Been a Dress Rehearsal for Retirement – and How You Can Take Advantage
6 Ways the Pandemic Has Been a Dress Rehearsal for Retirement – and How You Can Take Advantage
What do lockdowns and retirement have in common? Quite a bit. And the parallels can be helpful in your retirement planning.
September 10, 2020
This Year’s Benefits Open Enrollment Period Is an Opportunity You Don’t Want to Miss
This Year’s Benefits Open Enrollment Period Is an Opportunity You Don’t Want to Miss
Plan ahead to do a deep dive into the benefits your employer offers. Given what we’ve been through so far in 2020, you may need them!
September 9, 2020
Qualifying for Social Security Spousal and Survivor Benefits
Qualifying for Social Security Spousal and Survivor Benefits
A guide for spouses, ex-spouses, widows and widowers on their Social Security benefits and how to make the most of them.
September 8, 2020
Guidance on Choosing the Right Trustee (or Trustees) for Your Estate
Guidance on Choosing the Right Trustee (or Trustees) for Your Estate
From a spouse or child to a bank or lawyer, you have several options to consider. To help make your decision, here are some questions to answer.
September 8, 2020
Considering a Structured Settlement? Watch Out for Fraud by ‘Bad Apples’
Considering a Structured Settlement? Watch Out for Fraud by ‘Bad Apples’
It’s happened again: Millions in payments to child victims of medical malpractice were stolen by fraud. Before you agree to any structured settlement,…
September 8, 2020
Does a 40% Bond Allocation Make Sense in Today’s Portfolios?
Does a 40% Bond Allocation Make Sense in Today’s Portfolios?
For many investors, the short answer is no. Here’s why, and what you might consider instead.
September 7, 2020
For a Happy Retirement, Try ‘Retirement Dating’ First
For a Happy Retirement, Try ‘Retirement Dating’ First
Take advantage of the years before you punch out for the last time to do a little experimenting with your life.
September 4, 2020
What’s Your ‘Money Type’? Knowing It Could Help You Avoid a Financial Blunder
What’s Your ‘Money Type’? Knowing It Could Help You Avoid a Financial Blunder
Financial advisers are seeing some interesting stress responses to financial uncertainty. With that in mind, here are some practical tips for three of…
September 3, 2020
Want Stock Market Gains but Hate Risk? Buffer Annuities May Be for You
Want Stock Market Gains but Hate Risk? Buffer Annuities May Be for You
Index-linked annuities are a new-ish way to help buffer your portfolio from market downdrafts while still allowing for some growth. Here are three thi…
September 2, 2020
Talk to Your Financial Professional about What Keeps You Up at Night
Talk to Your Financial Professional about What Keeps You Up at Night
As Americans re-evaluate their finances, they may not be opening up about all their worries. They should.
September 2, 2020
Are Bonds Passé?
Are Bonds Passé?
Not quite, but annuities can provide more income, plus tax advantages and longevity insurance.
September 2, 2020
No Summer Vacation This Year? What to Do with the Money You’ve Saved
No Summer Vacation This Year? What to Do with the Money You’ve Saved
Maybe that trip to Hawaii you dreamed about didn’t happen, but look at the bright side: You have a nice little windfall to plan for.
September 2, 2020
Tricky Divorce Issue: How to Divide 401(k)s, IRAs and Annuities
Tricky Divorce Issue: How to Divide 401(k)s, IRAs and Annuities
The tax implications can make these assets more complicated to split in a divorce settlement.
September 1, 2020
Facing Financial Firsts in the Wake Of COVID-19
Facing Financial Firsts in the Wake Of COVID-19
My, how times have changed, and many of those changes have hit millennials especially hard. To adapt financially, many are doing things differently no…
August 31, 2020
Help! I Can’t Afford to Sell My Business
Help! I Can’t Afford to Sell My Business
Even if the deal sounds good on the surface, the effect on your personal finances may shock you. If so, you have options.
August 28, 2020
SECURE Act: How it Can Affect Your Estate Planning
SECURE Act: How it Can Affect Your Estate Planning
Did the act really “enhance” your retirement? Well, it depends.
August 28, 2020
How to Handle Money Effectively as a Blended Family
How to Handle Money Effectively as a Blended Family
To tackle the special challenges merging two families into one presents, start by getting naked (financially speaking).
August 28, 2020
Checklist: Steps to Take after Your Spouse Dies
Checklist: Steps to Take after Your Spouse Dies
Feeling overwhelmed? A checklist can help you figure out where to start and tasks you may be able to put off.
August 27, 2020