Building Wealth

Professional financial advisers share fresh insights and best practices for working with clients to build and protect wealth.

December 12, 2017

4 Telltale Signs You're Ready to Quit the Rat Race

How do you know when it's time for a change and that you're prepared to leave your comfort zone for a new outlook on life? Ask yourself these four questions. I did. I took the leap and never looked back.

See More On: Family Finances | Careers | Financial Planning

December 11, 2017

Iconic Estate Flops: What Michael Jackson, Whitney Houston and Prince Did Wrong

Even the biggest stars with the best legal help available have made some major mistakes. Here's what the rest of us can learn about our own wills and estate plans from their famous troubles.

See More On: Estate Planning | Family Finances | Financial Planning

December 11, 2017

Battle the Big 4 Retirement Risks With a Solid Income Plan

Putting your money in the right places and being smart about how you'll draw it down are the keys to defeating the top four retirement foes: taxes, inflation, stock downturns and legacy pitfalls.

See More On: Wealth Management | Family Finances | Financial Planning

December 8, 2017

Baring Your Finances to Your Adviser

That's what it could feel like for some folks, and it could stop them from seeking retirement help. Financial advisers need to put themselves in their clients' shoes to appreciate the other side of the process.

See More On: Financial Planning | Family Finances | Making Your Money Last

December 7, 2017

Saving for Retirement as a Single Parent

To do the right thing for your kids, you need to do the right thing for yourself as well. While it's not easy, you can save. Here's how to start.

See More On: Saving for Retirement | Budgeting | Family Finances

November 24, 2017

C.A.N. You Handle It? Dialing in Your Investment Risk

Your risk tolerance can be boiled down into three words: capacity, attitude and need. Getting a grip on those concepts is the key to designing an appropriate portfolio for your retirement.

See More On: Saving for Retirement | Family Finances | Financial Planning

November 22, 2017

3 Tax-Planning Ideas to Help Take the Bite Out of RMDs

Required minimum distributions can be the bane of many IRA owners' existence. But there are a few creative ways to reduce your income tax burden, or that of your heirs.

See More On: Required Minimum Distributions (RMDs) | Estate Planning | Family Finances

November 22, 2017

6 Things to Think About When You Get a Pension Payout Offer

Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make a move, there's no turning back.

See More On: Making Your Money Last | Annuities | Employee Benefits

November 22, 2017

8 Financial Conversation Starters for Thanksgiving Table Talk

Need a few safe topics to chat about while passing the turkey? Or would you rather stir things up a bit? Here are eight retirement planning trends I'm thankful for that are worth discussing this holiday.

See More On: Family Finances | 401(k)s | Saving for Retirement

November 21, 2017

Wealth: The Ultimate Magnifying Glass

Having substantial wealth certainly makes your finances more complicated, but it can also magnify already complex family relationships and dynamics.

See More On: Family Finances | Estate Planning | Financial Planning

November 21, 2017

The Problem with Your 'Magic' Retirement Number

Calculating how much to save for a secure retirement has one major flaw: To do the math, you have to rely on averages. The problem? You aren’t average.

See More On: Saving for Retirement | Family Finances | Financial Planning

November 20, 2017

4 Questions Every Do-It-Yourself Investor Should Ask

A "no" answer to any of these questions means you’d probably be better off with a little professional help.

See More On: Financial Planning | Investor Psychology | Making Your Money Last

November 20, 2017

6 Mistakes to Avoid When Planning Your Retirement

Even if you've saved every penny you need to retire, you're nowhere near being done preparing for retirement. Here are some critical issues other than saving that every potential retiree needs to address.

See More On: Wealth Management | Family Finances | Financial Planning

November 17, 2017

Will You Spend Less in Retirement Than You Think?

It's smart to budget for inflation. But if you're overly conservative, you may be setting yourself up for a less fun retirement or years longer working than necessary, because your retirement spending calculation may be wrong.

See More On: Wealth Management | Budgeting | Family Finances

November 17, 2017

5 Wise Decisions You Can Make on Social Security Right Now

Don't wait until you're ready to retire to figure out your best strategy for claiming Social Security benefits. Looking into options well in advance makes much more sense. And you may even discover you could retire early.

See More On: Social Security | Family Finances | Financial Planning

November 16, 2017

Investment Patience is a Virtue

Investors who can keep their focus on the long term when others get distracted (and distressed) by short-term drama should see their patience rewarded down the road.

See More On: Investor Psychology | Financial Planning | Making Your Money Last

November 16, 2017

5 Ways to Better Connect with Female Investors

Some financial advisers are missing the boat when it comes to helping women with their money. Here are some ways they're coming up short, and some things female investors should expect from the professional they've hired.

See More On: Financial Planning | Family Finances | Investor Psychology

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