Building Wealth
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Why So Many Experts Consider Annuities a Win for Retirees
Rising interest rates, pressure on Social Security, unpredictable markets and longevity risks are making annuities ever more attractive as a part of retirement planning.
By Jerry Golden, Investment Adviser Representative • Published
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What the Markets’ New Tailwinds Could Look Like in 2023
Historically, the markets bounce back nicely after sharp declines, so focusing on historically high-quality companies trading at today’s lower valuations could be a good recovery strategy.
By Don Calcagni, CFP® • Published
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Is Your Money Mindset Unhealthy? You Can Change It
Here are five steps you can take today to help reshape your money beliefs. Remember: If you can’t master your money mindset, you will never master your money.
By Brent Weiss, CFP®, ChFC® • Published
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What to Do With That Extra Cash in Your Checking Account
Because of inflation, that money is losing purchasing power, so don’t let it sit on the sidelines. Here are three ways to put it to work for you.
By Kelly LaVigne, J.D. • Published
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Have a Retirement Bucket List? Don’t Hesitate to Dive In
Early in retirement is when you are most likely to have the three necessary elements going for you at the same time — money, health and time.
By Craig Kirsner, Investment Adviser Representative • Published
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Marketing to Women Could Be a Business Owner’s Best Decision
Women make the bulk of buying decisions on everything from food to cars, but just painting your product pink isn’t enough to appeal to these savvy consumers.
By Justin Grossbard • Published
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SECURE 2.0 Act’s Automatic Enrollment Provision: Pros and Cons
The new legislation requires employers to automatically enroll employees in retirement plans like 401(k)s. What are the benefits and drawbacks?
By Tony Drake, CFP®, Investment Advisor Representative • Published
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How to Deal With Property Insurance Claims After Storms
There are right ways to deal with your insurance company, and there are ways that will slow down the process. Here’s how to do it the right way.
By H. Dennis Beaver, Esq. • Published
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Five Ways to Invest in Water
Anyone with sustainability or longevity in mind for their portfolio might want to dip a toe into investing in water, an essential commodity.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® • Published