Building Wealth

For retirement savers who want to help make sure their money lasts as long as they do, this very basic planning method is an oldie but a goodie.

Oh, the irony: President Biden’s American Families Plan could make divorce more appealing for some high-earning married couples. The tax plan amplifie…

Some people do just fine with bare-bones advice that’s essentially generated by an algorithm. Until your financial life gets more complicated, you mig…

If life has thrown you for a financial loop, how do you pick up the pieces? One at a time. Start small and you’ll be amazed how you can bounce back fr…

Your retirement plan needs to take a holistic approach. Because there are so many decisions to make, it’s easy to get lost in the weeds. Follow these …

It’s that time of year again: Time to see if there’s a Medicare option that better fits your needs – and your budget. Don’t delay. Here’s where to sta…

Baseball legend Yogi Berra was wise, in his own muddled way, about more than just sports. His words hold truth in life – and in investing. Here are th…

How secure is your job in a world of artificial intelligence? Technology is putting many careers on the endangered list, but some jobs just can’t be d…

Many retirement plans offer participants the opportunity to get tailor-made investment advice for an additional fee. And like many bespoke products, t…

Why? The old asset allocation model of retirement planning focuses on the wrong part of the equation. Instead, Income Allocation offers a better road …

Yes, it's a tedious task. But one hour of your time could be worth thousands of dollars. A former firefighter and paramedic turned financial planner s…

Not happy? A couple of simple steps will help get your complaint noticed. And if you’re on the receiving end of a complaint, how you craft your respon…

Time after time it bounces back in the face of all sorts of disasters. Here’s why the stock market has proven to be so resilient, and how investors sh…

It’s too bad, but financial advisers see these four mistakes all the time. Don’t fall into the same traps.

Gifting through a private foundation can offer naming rights advantages, generally without the worry of breaking the strict self-dealing rules set by …

Spoiled kids grow into entitled adults, and that can be a big problem for them in their careers and personal lives.

Before you think about donating to charity, consider the source. Should you gift money from your stock portfolio or your traditional IRA or 401(k)? Wh…

You might be surprised how much inflation can nibble away at your retirement nest egg over time if you aren’t prepared.

Despite the challenges we’ve weathered the past year and a half, here are some ideas to get your retirement strategies back on track.

If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could b…

Giving your kids or grandkids a leg up in life is a nice thing to do, but if you’re thinking of doing it with an UTMA custodial brokerage account, you…

A new school year comes with anticipation – and anxiety. But those jitters don’t end at graduation. The transitions that adults go through, including …

You could be facing quite a tax bill if you sell your business, especially if capital gains taxes rise. One tool to soften that blow could involve the…

To save on taxes over all your years, not just right now, try these four different strategies.

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…