Building Wealth
Latest
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This Trust Strategy Can Reduce Your Taxes Big-Time
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary.
By Rustin Diehl, JD, LLM Published
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Three Major Estate Plan Mistakes to Avoid
A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass.
By Jay Dorso Published
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Which Type of Power of Attorney Is Right for You?
Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
By Kelsey M. Simasko, Esq. Published
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How Employers Can Ensure They're Paying All Employees Fairly
'Equal pay for equal work' has been the law since 1963, but pay gaps because of gender, race and other characteristics persist. How does a company get it right?
By H. Dennis Beaver, Esq. Published
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Six Retirement Killers to Avoid at All Costs
retirement planning Financial planners see people making these financial mistakes all the time, and they can endanger your retirement. Here's how to get back on track.
By Edward Grosko, IAR and ChFC® Last updated
retirement planning -
Do You Know How Much You've Saved in Your 401(k)?
And are you sure you're enrolled in one? A surprising number of workers don't know where they stand with their company's retirement plan. Time to find out.
By Cynthia Pruemm, Investment Adviser Representative Published
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Riches vs Wealth: A Cautionary Tale From 'The Hobbit'
The story of dwarven king Thorin Oakenshield in J.R.R. Tolkien's classic novel perfectly illustrates how the relentless pursuit of wealth can undermine the fulfilling experience of true riches.
By Richard P. Himmer, PhD Published
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Gen X: We Need to Talk About Your Retirement
Juggling kids, aging parents and work? No wonder you don't want to talk about your own retirement. But there are four key areas you should be discussing now.
By Nico Pesci Published
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How Much Do You Need for a Comfortable Retirement?
What you need to be comfortable in retirement won't be the same as what your neighbor might need. Here's a scenario in which $1 million might be enough.
By Joe F. Schmitz Jr., CFP®, ChFC® Published