Building Wealth

Sometimes less income is a good thing! Here are three ways to help control your income in retirement and get a grip on the taxes you’ll pay.

Wondering what to do with your retirement nest egg? These three portfolio moves may be worth taking a look.

Do you know what you want your retirement to look like? That’s the first thing you need to figure out when you’re nearing retirement.

Taxes are unavoidable, and if you look at their history, they could be on the rise soon. So, use the Internal Revenue Code to reduce your retirement w…

A Yale psychology professor smashes myths on aging and the worth of older workers in her fascinating and uplifting new book, “Breaking the Age Code.”

We need to work on improving our financial literacy – especially when it comes to women and children. Here are some ways to work toward that important…

Retirees can save money and stress with these two simple alternatives to RMDs.

There’s a difference between having a portfolio of investments, savings and other assets and understanding why you have them and what purpose they are…

If your personal injury lawyer wants you to sign a letter of protection for your health care bills, be aware of some potential pitfalls.

Lump sum or annuity payments? Single-life benefits or joint-and-survivor benefits? Once you explore the risks and hidden costs, the right pension answ…

First of all, when we say, “the Fed raised interest rates,” that’s a bit of a misnomer.

When it comes to your retirement savings, in unpredictable times it’s good to have a few well-respected investing rules of thumb to fall back on for r…

When used properly, annuities provide invaluable security, so why aren't more people going for them? A study has some insights and recommendations, wh…

Few people review the accuracy of their 401(k) accounts. But mistakes do happen, so you should review your statements and paystubs just like you woul…

When it comes to taxes, most people are reactive rather than proactive. As a result, they’re probably paying Uncle Sam more than they need to. Here’s …

Sometimes trying to do the right thing backfires, ending in an expensive lawsuit. Here are some thoughts on how business owners can protect their comp…

Oh, the gritty details we’re learning from the latest court battle between Johnny Depp and Amber Heard. This unfortunate airing of dirty laundry may h…

Even if you’re not ready to sell right away, it’s smart to always operate as if your business were on the market. The same techniques that boost your …

The time could be right to consider adding some munis to your portfolio. Here’s why.

Take control of your financial life by taking these steps as early as possible in the divorce process. You’ll be glad you did.

Today’s challenging economic climate calls for a financial adviser equipped to adapt. Here’s how to see if yours is up to the task.

If you’re feeling anxious or confused about your finances, just take a breath and start with the basics and go from there. It might be easier than you…

When your current finances feel uncertain, it’s easy to lose focus on your long-term goals – like retirement. If you’re lost in the weeds right now, h…

Passing a farm, vacation home or other property down for generation after generation has its challenges. LLCs and partnerships can help.

From 401(k)s (fully taxed!) to Social Security (partially taxed) to Roth IRAs (tax free!) – it’s good to know what kind of tax bills you’ll face in th…

Investors are human: We have feelings, and we make mistakes. So, what can we do to stay sane (and solvent)? It all starts with a plan.