Building Wealth

Your cost of doing business could be going up for two main reasons. Prepare now with these five tips.

When people stream in asking for help making major changes in their jobs, families and goals all in the pursuit of happiness, it makes you wonder what…

Here’s how to leverage your savings rate to keep expenses in check and get on track for retirement.

There’s an easy and effective way savers can minimize the damage of a retirement tax bomb. It all starts with making one simple shift in your retireme…

A test drive gone wrong ended in a catastrophic engine failure, and the used car sales manager insisted the customer should be on the hook for the maj…

The decisions on who would be best to carry out your wishes aren’t always clear-cut, and it’s easy to make a mistake. So before you name the agents fo…

Even though you’ve already identified a great buyer for your business – and it’s someone you know and trust – you still have some work to do to make t…

Bear markets typically aren’t as scary as most investors fear. Really. Here’s why, and an outline of the options investors have.

When trying to motivate future generations to invest in good causes, it’s easy to get caught up in the "what." Yet it’s the "why" that really makes th…

You’ve carefully saved a lot in tax-deferred retirement accounts, and you hope to pass much of that wealth to your loved ones. Unfortunately, your leg…

A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Concerned about fraud? These are just a…

When you’re wrapped up in the day-to-day challenge of running a business, you can easily overlook some big-picture opportunities to boost your bottom …

Usually investments are sought out as anchors OR buoys for your portfolio, but DSTs can embody positive traits from both investing styles.

More Americans are worried about a recession with record inflation and a downturn in the stock market. If you’re among them, here are a few steps you …

Saving too much in tax-deferred retirement accounts could mean you’ll pay hundreds of thousands more than necessary on Medicare premiums in retirement…

Investing in blighted or up-and-coming “opportunity zones” offers some significant tax-deferral opportunities, and if you hold your investment for 10 …

Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you …

Interest in this charitable giving tool is growing as it offers simplicity and tax benefits similar to 401(k)s.

If you’ve saved heavily in a traditional IRA or 401(k) you may feel great about your retirement savings now, but your required minimum distributions c…

It’s a common question these days: My portfolio is way down. Can I still afford to retire? To calculate a ballpark answer, here’s a quick and easy exe…

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramificati…

What should a doctor do when facing the possibility of a malpractice suit? An attorney who represents physicians and another who represents patients s…

Don’t overlook this simple yet effective strategy within your stock and bond allocations.

A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build may become a big problem in retire…

Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You — and the p…

A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to q…