Building Wealth
Latest
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Five Estate Planning Things You Need to Do Now
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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What to Expect in a Gray Divorce (and Three Steps to Prepare)
Legal costs, how assets are divided and other expenses can be eyebrow-raising. Being prepared before you start the process is critical.
By Evan T. Beach, CFP®, AWMA® Published
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How to Cut Your Taxes as Short-Term Interest Rates Come Down
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes.
By Jerry Golden, Investment Adviser Representative Published
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Six Tasks That Can Help You Feel Better About Your Money
Even small and gradual changes can have a big impact on your financial situation and how you feel about it.
By David Kimball Published
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What to Do if You’re Concerned About Your Lawyer
The high-stress legal profession is far different from that portrayed on TV and in movies, with higher rates of depression and suicide than most other jobs.
By H. Dennis Beaver, Esq. Published
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What to Consider Before Choosing Alternative Investments
You should talk with your financial adviser about these five things before investing in private companies. Plus, find out how to explore pre-IPO opportunities.
By Brianne Lynch, CAIA Published
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How to Choose Your Power of Attorney When You’re Remarried
Should you appoint your new spouse or a child from your previous marriage? It all comes down to who will make the best decisions that are right for you.
By Kelsey M. Simasko, Esq. Last updated
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Four Signs That It’s Time to Let Your Financial Adviser Go
If your calls aren’t returned and you’re getting charged fees you didn’t expect, among other issues, it’s time to consider your options.
By Heidi Ardis Published
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Five Benefits of Slow Travel in Retirement
Consider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time.
By Robert Hoffman Published