Building Wealth

Are You Financially Ready to Have Children?
family savings

Are You Financially Ready to Have Children?

Yes, children are expensive. Can you handle it? A financial planner with a new baby at home has some helpful suggestions and guidelines for all the po…
November 22, 2021
Year-End Tax Planning Comes with a Twist in 2021
tax planning

Year-End Tax Planning Comes with a Twist in 2021

Some of the most common strategies people use to hold their taxes down are being turned on their ears this year, thanks to possible changes in tax law…
November 21, 2021
How To Protect Your Retirement Portfolio Against Market Pullbacks
retirement planning

How To Protect Your Retirement Portfolio Against Market Pullbacks

Would you be ready if stocks start to slide? It’s bound to happen one day or another, and here’s what you can do to prepare for it.
November 20, 2021
Important Planning Considerations: Insurance & Long-Term Care
long term care insurance

Important Planning Considerations: Insurance & Long-Term Care

Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, disability insurance and a plan…
November 19, 2021
Qualified Opportunity Zone Investing 101
real estate investing

Qualified Opportunity Zone Investing 101

This type of real estate investing offers significant tax breaks on capital gains for the right investors. Could that be you? Check out this case stud…
November 18, 2021
No Need to Panic: Social Security Is NOT Running Out
social security

No Need to Panic: Social Security Is NOT Running Out

Yes, Social Security is undergoing some changes, including a possible reduction in benefits in the not-too-distant future – but the checks won’t stop …
November 18, 2021
Will Our ‘Tax Party’ Soon Be Over? If So, What Happens Next?
tax planning

Will Our ‘Tax Party’ Soon Be Over? If So, What Happens Next?

Higher taxes could be on the way, sooner rather than later. So anyone worried that their estates or their retirement savings could take a big hit shou…
November 17, 2021
Don’t Overlook these 3 Elements to Your Plans for an Amazing Retirement
retirement

Don’t Overlook these 3 Elements to Your Plans for an Amazing Retirement

For years you’ve focused on your career and saving for retirement. In doing so, you may have lost sight of the big picture of what your ideal retireme…
November 16, 2021
Parenting Lessons I’m Learning as My Son Learns about Money
personal finance

Parenting Lessons I’m Learning as My Son Learns about Money

What makes a kid spoiled? How should allowances be handled? What is “good” debt? These are all issues that can be a ball to explore together, as one f…
November 15, 2021
Why Inheriting Money May Not Solve Your Problems
personal finance

Why Inheriting Money May Not Solve Your Problems

Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesn’t happen.
November 15, 2021
Tax-Efficient Tips for 2021’s Charitable Giving Season
Charity

Tax-Efficient Tips for 2021’s Charitable Giving Season

With only a few weeks left in the year, giving season is upon us. To make the most of your gift, consider one of these tax-smart strategies.
November 14, 2021
Some Creative Options to Reduce Investment Risk in IRAs
annuities

Some Creative Options to Reduce Investment Risk in IRAs

CDs and bonds have a role, but less-used annuities can offer higher interest rates, secure principal and guaranteed income choices.
November 14, 2021
Volatility Is Back: What to Do Next to Protect Your Retirement from Market Risk
investing

Volatility Is Back: What to Do Next to Protect Your Retirement from Market Risk

After a summer of relative calm, worries over a future market crash have reached their highest levels in 2021. Here are some ideas to help safeguard y…
November 13, 2021
7 Year-End Wealth Moves
retirement planning

7 Year-End Wealth Moves

Yes, it’s that time again. Time to take stock of your savings and tax-planning opportunities. Don’t leave money on the table: Consider these seven yea…
November 12, 2021
What’s Stopping You from Making the Jump to a New Career?
careers

What’s Stopping You from Making the Jump to a New Career?

From procrastination to negative thoughts to paralyzing fear, here are 11 things that hold people back from taking a chance on a fresh start. Check th…
November 12, 2021
How to Hire People with Disabilities (and Why It’s Smart!)
small business

How to Hire People with Disabilities (and Why It’s Smart!)

America’s post-pandemic recovery offers a unique opportunity for employers to create an inclusive workplace.
November 11, 2021
Could the Stock Market Crash? While It May Not Happen Immediately, Here’s How to Prepare
investing

Could the Stock Market Crash? While It May Not Happen Immediately, Here’s How to Prepare

Although the stock market keeps marching higher and higher, at some point the market will eventually drop, so plan how to react now … before it actual…
November 10, 2021
Can a Divorced Couple Keep a Business Afloat?
small business

Can a Divorced Couple Keep a Business Afloat?

Ending your marriage usually means ending your relationship with your spouse. But what if you’re still business partners? Here’s what you need to know…
November 9, 2021
Where Rich Investors Go Wrong: Beware of the Country Club Portfolio
investing

Where Rich Investors Go Wrong: Beware of the Country Club Portfolio

Oh, the bragging and inside tips you hear on the golf course (or business meeting or cruise ship or wherever wealthy people congregate). It sounds so …
November 9, 2021
The Case Against Owning All Dividend-Paying Stocks in Retirement
investing

The Case Against Owning All Dividend-Paying Stocks in Retirement

Income investors are often all about dividends, but that may not be a smart strategy for retirees. Here’s why, and what investment model they should c…
November 8, 2021
10 Ways to Increase Your After-Tax Investment Returns
investing

10 Ways to Increase Your After-Tax Investment Returns

Your investments could be doing great, but if you’re not minimizing your taxes on them, you’re throwing money out the window. Here are 10 tax-smart wa…
November 8, 2021
How to Restructure Your Assets to Qualify for Medicaid
health insurance

How to Restructure Your Assets to Qualify for Medicaid

Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of l…
November 7, 2021
Yes, Some Unethical Attorneys Pad Their Bills. Here’s One Clear Case
personal finance

Yes, Some Unethical Attorneys Pad Their Bills. Here’s One Clear Case

What started as a simple question ended with an unexpected legal bill. Experts discuss what happened and chime in with some free advice on a reader’s …
November 6, 2021
How to Protect Your Retirement from a Market Downturn
retirement planning

How to Protect Your Retirement from a Market Downturn

If the stock market’s recent swings have you more than a little nervous, to sleep better at night, here are some do’s and don’ts for these volatile ti…
November 5, 2021
Women Who Bring Home the Bacon Are STILL the Ones Frying It Up in a Pan
personal finance

Women Who Bring Home the Bacon Are STILL the Ones Frying It Up in a Pan

Sad but true: Female breadwinners are often overburdened at home. But it doesn’t have to be that way. Here are tips (from a divorce expert who’s seen …
November 3, 2021
You Are Probably Making at Least 1 of These 4 Retirement Mistakes
retirement planning

You Are Probably Making at Least 1 of These 4 Retirement Mistakes

No one’s perfect, but these all-too-common retirement mistakes can be costly. Check the list to see if it you are at risk.
November 2, 2021