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Building Wealth

Help! I Can’t Afford to Sell My Business
small business

Help! I Can’t Afford to Sell My Business

Even if the deal sounds good on the surface, the effect on your personal finances may shock you. If so, you have options.
August 28, 2020
SECURE Act: How it Can Affect Your Estate Planning
retirement

SECURE Act: How it Can Affect Your Estate Planning

Did the act really “enhance” your retirement? Well, it depends.
August 28, 2020
How to Handle Money Effectively as a Blended Family
personal finance

How to Handle Money Effectively as a Blended Family

To tackle the special challenges merging two families into one presents, start by getting naked (financially speaking).
August 28, 2020
Checklist: Steps to Take after Your Spouse Dies
retirement

Checklist: Steps to Take after Your Spouse Dies

Feeling overwhelmed? A checklist can help you figure out where to start and tasks you may be able to put off.
August 27, 2020
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Tips for Working with a Financial Adviser Virtually
retirement planning

Tips for Working with a Financial Adviser Virtually

A financial professional who took his firm digital years ago shares ways to get the most out of your adviser relationship as you socially distance.
August 26, 2020
5 Retirement Lessons from the Return of Sports
retirement

5 Retirement Lessons from the Return of Sports

Your retirement game plan could take a lesson from what’s going on in the sports world: Athletes are back in the game, but in a new way.
August 26, 2020
4 Reasons 401(k) Plans Still Make Sense
401(k)s

4 Reasons 401(k) Plans Still Make Sense

These tax-advantaged accounts remain the backbone of a retirement saving strategy, despite what naysayers might argue.
August 25, 2020
4 Ways to Get Your Retirement Plan Back on Track
retirement planning

4 Ways to Get Your Retirement Plan Back on Track

When it comes to our finances, 2020 has been a year marked by stock market volatility and our current recession. If you’re in a bad spot financially, …
August 25, 2020
5 Time-Tested Tactics in Bear Markets
investing

5 Time-Tested Tactics in Bear Markets

Investors have been through the wringer since March. These five tips will serve them well going forward.
August 24, 2020
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The 5 Times When You Should Review Your Financial Plan
retirement

The 5 Times When You Should Review Your Financial Plan

Your life isn’t set in stone, and your financial plan shouldn’t be either. When’s the last time you tweaked yours?
August 24, 2020
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3 Very Different Problems for Today’s Retirees
retirement

3 Very Different Problems for Today’s Retirees

Times are changing, and your retirement plan needs to keep up. How could low interest rates, higher taxes and longevity risk affect your retirement?
August 23, 2020
Do You Qualify for a $300 Tax Deduction Under the CARES Act?
tax deductions

Do You Qualify for a $300 Tax Deduction Under the CARES Act?

What is the new above-the-line universal tax deduction, and how does it work?
August 23, 2020
How to Take Control of Your Future in the New Economy
personal finance

How to Take Control of Your Future in the New Economy

Businesses have tightened their belts and found new ways to earn money, and so should you.
August 21, 2020
The 1 Piece of Financial Advice Growing Families Need to Heed
spending

The 1 Piece of Financial Advice Growing Families Need to Heed

There are plenty of tips for how to save, but far fewer for how not to spend. That’s where a family values plan comes into play that will make it easi…
August 21, 2020
How Do We Protect the Next Generation from Blowing Our Money?
estate planning

How Do We Protect the Next Generation from Blowing Our Money?

Take these two steps to help ensure your legacy isn’t squandered.
August 20, 2020
Audit Alert: Why Business Owners Shouldn’t Be Spooked by Captive Insurance
small business

Audit Alert: Why Business Owners Shouldn’t Be Spooked by Captive Insurance

You may have heard that this type of self-insurance is ripe for tax abuse, but when used correctly, it’s completely legit. So don’t shy away unnecessa…
August 18, 2020
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Is Your Portfolio Overweight?
investing

Is Your Portfolio Overweight?

There are several kinds of overweighting risks to watch out for, and a simple rebalancing can’t always fix the problem.
August 18, 2020
Become Your Own Pension Manager
annuities

Become Your Own Pension Manager

To build your own pension, follow the playbook that corporate pension managers use.
August 16, 2020
Pre-Election Estate Planning Moves for High-Net-Worth Families
estate planning

Pre-Election Estate Planning Moves for High-Net-Worth Families

Why wait? A variety of trusts — from SLATs to BDITs, GRATs and more — can help you be proactive in protecting your wealth.
August 16, 2020
COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth
Roth IRAs

COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth

Considering the stimulus spending going on, tax rates this low aren’t likely to last, so take advantage now.
August 16, 2020
Gifts to Minors: LLCs Can Protect Them from Creditors and Predators
family savings

Gifts to Minors: LLCs Can Protect Them from Creditors and Predators

You’ve decided to fund a Uniform Gifts to Minor Account, but have you thought about how to make sure that legacy will be secure?
August 11, 2020
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The Strange Psychology of COVID-19 and Investor Behavior
investing

The Strange Psychology of COVID-19 and Investor Behavior

Investors have a new set of behavioral trapdoors to avoid. Knowing what these unconscious, and often irrational, tendencies are, and why we sometimes …
August 11, 2020
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Why ‘Rent vs. Buy’ Is the Wrong Question
buying a home

Why ‘Rent vs. Buy’ Is the Wrong Question

The equation for owning a home or renting isn’t as straightforward as it may first appear. The deciding factor for you could come down to something ot…
August 11, 2020
Get the Most from a Zoom Meeting with Your Financial Adviser
retirement planning

Get the Most from a Zoom Meeting with Your Financial Adviser

Done right, virtual financial planning meetings can be just as productive (or even more so!) than in-person ones.
August 11, 2020
10 Things to Know Before Going to the Hospital (from a Legal Perspective)
personal finance

10 Things to Know Before Going to the Hospital (from a Legal Perspective)

A trip to the ER can be chaotic and scary, but getting your ducks in a row now can definitely help.
August 11, 2020
The Scary Costs of Fight-or-Flight Investing
investing

The Scary Costs of Fight-or-Flight Investing

Understanding the fear factors that trigger dire moves can help you stick with your plan.
August 11, 2020