Building Wealth
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Four Steps to Prepare Your Finances for Divorce
Divorce is rarely easy, but getting financial paperwork in order, working with professionals and making tough decisions now can take some of the stress out of it.
By Marcy Keckler, CFP, CRPC • Published
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In Retirement, Many Crucial Questions Start With the Word ‘When’
For a secure retirement, make sure you know the answers to all of these “when” questions.
By Bradley Geddes, CFP® • Published
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Rise of ChatGPT Could Be a Boon for Savvy Business Owners
Our ChatGPT obsession reflects the limitless potential of artificial intelligence. Businesses that get with the program now could quickly reap the benefits.
By John Winner, CEO • Published
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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