Building Wealth

Changes to our nation’s income taxes, capital gains taxes and estate taxes – whether already passed or still in the proposal stage – pose massive chal…

A secure retirement is a happy retirement. Here are three things you can do to improve your odds that your golden years will be bountiful and worry-fr…

Most people think of the obvious tax benefits Roth IRAs offer, but these accounts have some less-obvious advantages that savvy savers – whether young …

Here are the stories of two couples and how they took two different paths (using two different types of annuities) to provide enough guaranteed income…

While some may view life insurance as a simple way to replace income or cover final expenses, there are many benefits to considering it as an importan…

All good things must come to an end, and for federal student loan holders, that end will be on Jan. 31, 2022. So, you’ve got a few months left to take…

Super low mortgage rates alone aren’t a good reason to buy a home. Before you jump into the housing market, carefully consider these five factors.

Being unable to say no can be a huge financial problem. Are you at risk? Here’s how to save yourself a lot of grief, and potentially a lot of money.

Boomers planning on retiring in the next several years should consider these three tax-smart moves now. They can help you cut the taxes you’ll pay on …

It’s uncanny how the principles of yoga apply to financial success. Here are five elements of yoga that are particularly useful for personal wealth.

It’s open enrollment time at workplaces across the country – for health insurance as well as a bevy of other benefits. Here are four tips to help navi…

For retirees especially, inflation risk should always be a top concern in your financial plan.

You’ve saved diligently in your 401(k), and you wouldn’t mind tapping into it – but you’re not age 59½ yet, so you could have to pay the IRS a 10% pen…

Tax diversification can play a vital role in stretching your retirement savings. Here’s how to achieve the flexibility you need with a three-bucket sy…

Are your emotions sabotaging your retirement plans? Some basic knowledge and careful introspection can go a long way toward avoiding major pitfalls.

The U.S. economy is cyclical in nature, surging ahead and pulling back in waves over time. Investors’ portfolios need to change with the rise and the …

Some tasks are not good for DIYers, and stress-testing your portfolio is probably one of them. Because individuals don’t have access to the same tools…

They might be out of the spotlight, but smaller family foundations are stepping up their giving in this time of need.

The big decision every retiree has to make is when to start taking their Social Security benefits. Here are five things to think about as you weigh yo…

When you’re young and broke, there’s not a lot of need for a financial adviser. But there comes a time when all that changes. Here are four tipping po…

Getting money for your hot start-up idea the wrong way can get you into hot water. Do some research before you take money from friends or other potent…

You're busy, and poring over investments is a pain. Wouldn't a target date fund be easier? Take a look at their pros and cons to see if incorporating …

Instead of reaching for the remote and an evening of Netflix, why not get really intimate … and talk about money instead? Sharing the same financial g…

Some sectors of real estate are emerging from the pandemic in much better shape than others. Investors thinking about real estate need to know where t…

Life is messy sometimes. Divorce, bankruptcies and lawsuits happen, and they can potentially wipe out the inheritance you’ve carefully set aside for y…

It’s tough to change, but your job could depend on it. Be flexible in your career goals – and talk with your kids about their own aspirations, because…