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Building Wealth

Post-COVID-19, Seniors Must Chart a New Path in the Workplace
retirement

Post-COVID-19, Seniors Must Chart a New Path in the Workplace

Those most vulnerable to the pandemic will face challenges in the return to work, even as the recession means they may need their paychecks more than …
June 11, 2020
A Little Hedging Can Go a Long Way to Protect Your Retirement Savings
retirement

A Little Hedging Can Go a Long Way to Protect Your Retirement Savings

What sounds like a hedge fund but is nothing like one? A hedged equity portfolio. This type of investment portfolio can help you avoid much of the pai…
June 10, 2020
Dealing with an Early, Unexpected Retirement
retirement

Dealing with an Early, Unexpected Retirement

Current economic and health crises may be pushing many toward an unexpected retirement. Now is a good time to make a plan for yourself, just in case.
June 9, 2020
Choosing the Best Long-Term Care Insurance Policy
retirement

Choosing the Best Long-Term Care Insurance Policy

Here are three questions to answer that can help steer you in making this critical retirement planning decision.
June 9, 2020
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Thinking of Buying a Fixed Annuity? Ask These Questions First
retirement

Thinking of Buying a Fixed Annuity? Ask These Questions First

Of all the types of annuities out there, a fixed annuity is the one that's most straightforward. Is it the one that's right for you?
June 8, 2020
Opportunity Cost or Opportunity Lost: What’s Your Risk Tolerance in a Down Market?
investing

Opportunity Cost or Opportunity Lost: What’s Your Risk Tolerance in a Down Market?

There's a cost in every choice you make. To make the best choices for yourself, you need to look at what you're getting and what you're giving up, and…
June 8, 2020
Don't Let the Drama Surrounding PPP Distract You from Running Your Business
business

Don't Let the Drama Surrounding PPP Distract You from Running Your Business

If you're so wrapped up in worry about your Paycheck Protection Program loan not being forgiven, think about the worst-case scenario. It might not be …
June 5, 2020
Thinking of Selling Your Business? 2 Steps to Get the Best Price
business

Thinking of Selling Your Business? 2 Steps to Get the Best Price

Here's what could be the difference between a lucrative outcome and disappointment for business owners now.
June 5, 2020
The Stock-Bond Shuffle of Asset Location
investing

The Stock-Bond Shuffle of Asset Location

It's a well-used strategy to help minimize taxes. Take a look at how it works.
June 4, 2020
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Don't Go it Alone: 4 Benefits of Having a Financial Adviser
retirement

Don't Go it Alone: 4 Benefits of Having a Financial Adviser

With financial pressures mounting during the coronavirus pandemic, everyone could use a little help to stay on course with their retirement plans. Her…
June 4, 2020
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The Secret to Post-COVID Networking? Being There
retirement

The Secret to Post-COVID Networking? Being There

The days of happy hours, conferences and corporate mixers seem long ago, thanks to coronavirus. But there is an effective, surprisingly low-tech way t…
June 3, 2020
A Psychologist's Fear-Fighting Tips for Investors
investing

A Psychologist's Fear-Fighting Tips for Investors

To make good financial decisions, you need a clear head, and fear can get in the way. Instead, beat your fears with these behavioral strategies.
June 2, 2020
3 Steps to Take If You're Laid Off Before Retirement
retirement

3 Steps to Take If You're Laid Off Before Retirement

The unemployment rate in the U.S. is at a record high. More people are finding themselves out of work, and some may be nearing retirement. If you're l…
June 2, 2020
Coronavirus Has Shown the True Value of Cash Reserves
retirement

Coronavirus Has Shown the True Value of Cash Reserves

Beyond peace of mind, having an emergency fund offers retirement savers a wealth of possibilities in times like these.
June 1, 2020
Successful Retirement Plans Are Built on These 5 Pillars
retirement

Successful Retirement Plans Are Built on These 5 Pillars

Is your retirement plan solid? Check to see if you have all your bases covered, or whether your retirement "structure" is missing a key component.
May 29, 2020
COVID-19 at Work: Your Legal Rights and Responsibilities
business law

COVID-19 at Work: Your Legal Rights and Responsibilities

Answers to frequently asked questions about coronavirus in the workplace. A pair of lawyers who specialize in employment law weigh in with some practi…
May 29, 2020
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Practical Financial Tips for the 'Sandwich Generation'
retirement

Practical Financial Tips for the 'Sandwich Generation'

Many people are stuck in the middle, caring for parents and children at the same time ... and they are getting squashed, emotionally and financially. …
May 29, 2020
Can You Just Walk Away from a Debt-Riddled Business and Start Fresh?
business

Can You Just Walk Away from a Debt-Riddled Business and Start Fresh?

For certain doctors, dentists and other highly skilled service providers stung by the economic fallout of COVID-19, that may be an option. But it come…
May 28, 2020
Gray Divorce: Amicable Terms for Your Finances
retirement

Gray Divorce: Amicable Terms for Your Finances

How does divorce after a lengthy marriage impact your investment strategies and long-term planning? Having a plan in place throughout the process is k…
May 28, 2020
Should You Listen to Warren Buffett?
investing

Should You Listen to Warren Buffett?

With coronavirus continuing to upend stock markets and the economy, Warren Buffett's advice steering investors toward passive investing through ETFs c…
May 27, 2020
We Exited the Stock Market the Day Before the Pandemic Was Declared
investing

We Exited the Stock Market the Day Before the Pandemic Was Declared

How we knew to sell, why we think it was smart, and what you can do now.
May 27, 2020
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An Active, Full Retirement Depends On Proactive Long-Term Planning
retirement

An Active, Full Retirement Depends On Proactive Long-Term Planning

The plans you make now need to take into account the effects they'll have 10 or 15 years down the road.
May 26, 2020
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High-Level Strategies to Protect Your Wealth from the Wolf at the Door
retirement

High-Level Strategies to Protect Your Wealth from the Wolf at the Door

From foreign asset protection trusts to a preferred partnership freeze and bankruptcy planning, there are several options to ensure your long-term fin…
May 25, 2020
The Path to Making a Charitable Impact
retirement

The Path to Making a Charitable Impact

Giving back to the community or supporting important organizations is a noble cause. But you need to consider the options available to have the greate…
May 25, 2020
You Need a Smart Tax Strategy to Get the Most Out of Your Stock Options
investing

You Need a Smart Tax Strategy to Get the Most Out of Your Stock Options

Stock options have had a rebirth in popularity for executive compensation packages in the last few years. Do you know how to maximize yours?
May 22, 2020
Retiring in the Midst of COVID-19
retirement

Retiring in the Midst of COVID-19

Take stock of your priorities in these challenging times. I did, and after doing so, I decided retiring early is the right decision for me.
May 21, 2020