Building Wealth

Worried about Money Because of COVID-19? 5 Tips for Millennials
personal finance

Worried about Money Because of COVID-19? 5 Tips for Millennials

Millennials have been between a rock and a hard place for years. The global pandemic has made matters worse for this generation, but there are some st…
November 17, 2020
Don’t Be a Budget Hater
Budgeting

Don’t Be a Budget Hater

Budgets don’t exist to make your life miserable. In fact, they’re there to make your life better. My own budget evolution shows how having a spending …
November 17, 2020
Flying Solo: 5 Financial Strategies Every Single Woman Should Know
Women & Money

Flying Solo: 5 Financial Strategies Every Single Woman Should Know

Are you doing all that you can to ensure your financial future will be secure? See if you are on track, or whether there’s an area (or two) where you …
November 16, 2020
Millennials Are Financially Jinxed, but Time Is on Their Side
personal finance

Millennials Are Financially Jinxed, but Time Is on Their Side

Suffering from recession fatigue, this generation nevertheless can’t afford to shy away from stocks. Here’s how Millennials should prioritize their re…
November 16, 2020
How to Not Financially Paralyze Your Children
personal finance

How to Not Financially Paralyze Your Children

If you’ve spoiled your kids – or are worried you might spoil them – here are some steps to take to help ensure they become financially independent.
November 16, 2020
Pass on Your Wealth Wisdom
personal finance

Pass on Your Wealth Wisdom

Sharing what you’ve learned about getting ahead in life financially is a worthy endeavor that can pay off mightily. This “wealth responsibility” can c…
November 15, 2020
With Private Loan Interest Rates So Low, Should You Refinance a Federal Student Loan?
student loans

With Private Loan Interest Rates So Low, Should You Refinance a Federal Student Loan?

Whether to take a private student loan or refinance a federal student loan comes down to several factors, including your comfort level with the paymen…
November 14, 2020
Who Should Consider a Roth IRA – and Why Now?
Roth IRAs

Who Should Consider a Roth IRA – and Why Now?

While Roth IRAs don’t make sense for everyone, there are some cases where they could be a great fit. See if any of these five scenarios applies to you…
November 13, 2020
Oops! A Surprising Factor Retirees Forget to Plan for
happy retirement

Oops! A Surprising Factor Retirees Forget to Plan for

Your retirement plan probably has a gaping hole in it, one you may fail to spot even though it’s an obvious fact of life that impacts everyone. This i…
November 13, 2020
The Best Gifting Strategy of Our Era
tax planning

The Best Gifting Strategy of Our Era

With taxes likely to rise in the coming decades, the normal methods of providing a financial legacy for our family could be heavily taxed. But, by cle…
November 12, 2020
Helping Our Aging Parents Plan for a Well-Lived Future
retirement

Helping Our Aging Parents Plan for a Well-Lived Future

Check out some starting points for the frank conversations necessary to ensure your parents are on the right track with their finances and their legac…
November 12, 2020
Your Business Needs a Succession Plan: Here Are the Basics
small business

Your Business Needs a Succession Plan: Here Are the Basics

Succession planning may be the single-most neglected aspect of business ownership. Don’t make the same mistake that so many others do. Instead, get st…
November 11, 2020
Should I Start Gifting Money (or Even My House) to My Kids?
estate planning

Should I Start Gifting Money (or Even My House) to My Kids?

As for giving away your money while you’re still alive to see it go to the ones you love, there are pros and cons to think about. But when it comes to…
November 11, 2020
Retirement: It All Starts with a Budget
personal finance

Retirement: It All Starts with a Budget

When you’re meeting with your financial planner, do you talk about your budget? If not, you should.
November 10, 2020
Real Estate Investing in 2021 Comes Down to 5 ‘Un’ Words
real estate investing

Real Estate Investing in 2021 Comes Down to 5 ‘Un’ Words

For success in real estate investing today, here are five buzzwords to keep in mind going forward.
November 10, 2020
Has COVID-19 Put Your Plan to Sell Your Business in Limbo?
small business

Has COVID-19 Put Your Plan to Sell Your Business in Limbo?

If so, there are several things you could be doing right now to put your business in the best position possible when you’re ready to put it on the mar…
November 9, 2020
How to Build a Diversified Real Estate Investment Portfolio
real estate investing

How to Build a Diversified Real Estate Investment Portfolio

Having a diversified commercial and multifamily real estate portfolio is important to potentially reduce risk and create multiple opportunities for po…
November 9, 2020
Tax Wrinkles for Work-at-Home Employees During COVID-19
taxes

Tax Wrinkles for Work-at-Home Employees During COVID-19

Are your home office expenses deductible? How does going out of state to work for a while affect your tax picture? There are some interesting wrinkles…
November 9, 2020
5 HSA Benefits You Might Not Know About
health savings accounts

5 HSA Benefits You Might Not Know About

Health savings accounts are an often-misunderstood and overlooked opportunity for American workers. Here’s why they are worth a close look during this…
November 7, 2020
The Pandemic Has Hit Women Hard: 6 Tips to Bounce Back
women in business

The Pandemic Has Hit Women Hard: 6 Tips to Bounce Back

The COVID-19 pandemic has been a real blow for women financially, but while the statistics are sobering, there are some things we can do to recover.
November 6, 2020
Divorce: Who Pays for Education and How to Afford It
Divorce

Divorce: Who Pays for Education and How to Afford It

You think Junior should go to public school, and your ex wants him to go to a pricey private school instead. Who pays? How do you decide? Buckle up, b…
November 6, 2020
Which Purchases Are Worth the Splurge?
spending

Which Purchases Are Worth the Splurge?

Sometimes spending a little more on quality ultimately saves you money by saving you time, improving your health or just making you happier. The trick…
November 5, 2020
Don’t Bank on the Safety of Bonds in a Pandemic
bonds

Don’t Bank on the Safety of Bonds in a Pandemic

Bond yields are too low to follow the old investing playbook. Here are some tips to restructure the bond side of your portfolio today.
November 5, 2020
Find the Income to Insure Against Retirement Risks
retirement

Find the Income to Insure Against Retirement Risks

When money gets tight, it can be tempting to ditch some insurance coverage to balance your budget. However, that could leave you high and dry. Instead…
November 4, 2020
Remove Financial Worries from Retirement with a Do-It-Yourself Pension
annuities

Remove Financial Worries from Retirement with a Do-It-Yourself Pension

An annuity can yield guaranteed lifetime income — a private pension that can help you sleep at night.
November 4, 2020
Easy Access to Financial Advice Requires Analytical Thinking
retirement planning

Easy Access to Financial Advice Requires Analytical Thinking

It’s up to each investor and retirement saver to separate fact from fiction and to overcome their own personal biases.
November 3, 2020