Building Wealth

If the traditional “60/40 portfolio” is dead, what should investors do? For a clue, turn to the Chicago Bulls and see what we can learn from the Worm …

How to utilize and capitalize on self-directed brokerage accounts within your 401(k) plan. More options may offer more possibilities.

Homeowners associations hire contractors for upkeep all the time, but what happens when an HOA’s contractor, such as a pest control worker, damages a …

Grad students can lighten their financial loads by targeting specific opportunities as they complete their studies. Here are four places to start look…

Why looking to alternatives to bonds makes sense right now.

Being prepared is going to feel great, you’ll see. As you work your way down the list, make sure you communicate your decisions with your loved ones.

Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past.

You’ve got to think these things through and make sure all your bases are covered before you can finally call it quits and retire.

Deferred income annuities are good for your long-term retirement health, but most people still don’t seem to crave them. But if you want to quit worry…

For investors, it’s possible to have too much of a good thing, and it can be disastrous to have too much of a bad thing. Is your portfolio overweighte…

The route you were planning may not work in today’s retirement reality. Here’s how to prepare for some detours.

Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here…

Saving in your deferred compensation plan sounds like a great idea … until you get to the tax bill when it’s time to make your withdrawals. Considerin…

With President Biden and a changing balance of power in Congress, investors have a lot to think about for 2021. Here are some points to ponder.

Something to consider when it’s time to step away from being a landlord but you still want to defer capital gains.

There are no pay stubs in retirement and no accounting departments to answer your questions. Once you retire, you need to be prepared to generate inco…

Before you get barking mad and take your fight to court, think about the consequences. Talking it out is almost always the better route, advises an an…

It’s a top worry for people nearing retirement: the fear of running out of money. By preparing for retirement with an income plan, you can feel confid…

With a retirement income plan that focuses on the allocation of income, and delivers lower fees and taxes, you can increase your income with less risk…

The COVID-19 crisis has been hard on many sectors, but as the tide starts to turn on the pandemic, these six companies appear ready for takeoff.

Will you be affected by tax changes in the future? Growing national debt, changes in Washington, and new policies on the horizon could impact you more…

After a wild 2020, many of us are ready for a fresh start in the new year.

If you’re worried about retirement, the SECURE Act has a lot to offer. It has several provisions to allow people to save more, for more years — and it…

Yes, the possibility that you’ll get a stimulus check is definitely something to care about, but there are other aspects of this act involving taxes a…

What are structured notes? How do they limit risk while allowing for gains? Considering their pros and cons, could a structured note be right for you?…

Last year was a hot one for the stock market. If you’re sitting on some big gains, that vacation home you’ve been dreaming about may be calling your n…