Building Wealth

If you like the guaranteed rates and tax deferral that fixed annuities offer, but you want to wait because you’re hoping rates will improve, think aga…

A pension’s security is reassuring, but there are some advantages to creating your own plan for retirement income using income allocation planning ins…

As our nation’s health situation and economy continue settling down in the wake of the pandemic, it’s time to re-evaluate where you are now and where …

Passing down your financial know-how is an important job for parents, grandparents, aunts and uncles, but it’s easier said than done. Here are five pr…

Many folks leave their careers before they had planned, and this type of sudden retirement can be a financial shock. Here are six strategies to help g…

It’s a sensitive topic, but sometimes it’s necessary for a financial professional to cut ties with a client. Here are six scenarios where it may be th…

Saving for a rainy day can be a tall order, especially if you have recently experienced a financial setback. Taking even small steps can help you work…

Women of every age can benefit from the insights of this seasoned financial executive … and the wisdom of her 102-year-old grandmother. A Q&A with Nat…

Net unrealized appreciation (NUA) can be a great deal for those who qualify. Here’s a look at how it works and what type of tax savings it can deliver…

Investors looking for safety and reliability often consider annuities, but fixed indexed annuities can have some variables to them that you need to be…

As your life changes, your financial plan may change too. And that’s OK.

Anyone with an estate of $3.5 million or more should think about getting in line now to talk to an estate professional, because offices everywhere are…

Today’s retirees could face a perfect storm because they are living longer and spending more time in retirement, while at the same time losing access …

Whether you drive for a ride-hailing service on the side or work full-time as your own boss, these tips can help you save money when time comes to pay…

For some down-to-earth, basic advice on money and life, I have a book to recommend: “Your Total Wealth: The Heart and Soul of Financial Literacy.”

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future …

It’s true that growth stocks have been hotter for years, but value stocks might be ready for their day in the sun. A series of factors, including a po…

The image we have of lucrative contracts and lavish lifestyles for baseball players and other pro athletes can be pretty far off base. In fact, these …

Teenagers and their parents need to know there are plenty of legal consequences for this new breed of marketers, according to attorney Christy L. Fole…

Do you know how much you’re able to contribute or what the funds could be used to pay for? How about how contributing affects your taxes? Check out th…

Many federal workers saving for retirement in TSPs get tripped up by these common pitfalls. To help maximize your own savings, make sure you steer cle…

The pandemic has turned many people into saving machines, which is great, but that comes with its own set of risks. These frugal folks need to be extr…

Here’s why divorce rates among those 50 and older are booming … and what women can do to recover and rebound.

Meet Nate. He took out $130,000 in Parent PLUS loans for his kids. The standard repayment plan will cost him over $170,000. But some smart strategizin…

When the financial environment is challenging (like now), it’s important to plan ahead and avoid some all-too-common retirement mistakes.

Looking back at 2020 gives retirement savers a good perspective for how to proceed going forward. Staying flexible and being prepared to change course…