Building Wealth

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

October 22, 2018

Respect Your Survivors By Creating a Will

It's hard to believe that with an estate worth $80 million, Aretha Franklin died without a will. Let that be a lesson to the rest of us.

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

October 22, 2018

Why You Must Re-Evaluate Value Stocks

The way we categorize stocks and how they perform is changing. Investors must change along with it. Here's how.

See More On: Saving for Retirement | Financial Planning | Investor Psychology

October 19, 2018

Medicare Open Enrollment: A 5-Point Checklist

The annual window for making changes to your Medicare health coverage has now opened. It's time to see if your plan is still right for you.

See More On: Medicare | Family Finances | Health Care & Insurance

October 18, 2018

Can the Office Gray Gracefully?

The workplace is changing. To keep up, Baby Boomers have to be ready to change, too.

See More On: Careers | Employee Benefits

October 18, 2018

Bora Bora or Bust: Annuity Sales Incentives May Taint Structured Settlements for Accident Victims

Did you know that posh trips and other incentives are sometimes offered to those who recommend annuities for accident victims? Here's what consumers should watch out for and how they can protect themselves.

See More On: Annuities | Employee Benefits | Financial Planning

October 17, 2018

It's Time to be Realistic about Retirement

From how much you'll need to how you'll spend your time, your retirement plan needs to be grounded in reality.

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

October 16, 2018

Strategize Now to Avoid a Nasty Tax Surprise in Retirement

If you did most of your retirement saving in 401(k)s and IRAs, unless you have a plan, you may end up paying a lot more in taxes than you bargained for.

See More On: Tax Planning | IRAs | Making Your Money Last

October 16, 2018

To Plan or Not to Plan ... That is the Question

Take these nine steps toward building a comprehensive financial plan. Once in place, such a plan can be indispensable in making solid financial decisions going forward.

See More On: Financial Planning | Making Your Money Last | Wealth Management

October 15, 2018

Is a Roth Conversion Right for You?

Based on current tax laws, three different types of people stand to benefit by moving funds out of their traditional IRAs into a Roth. See if the timing and tax benefits make sense for your plan.

See More On: Roth IRAs | 401(k)s | Financial Planning

October 15, 2018

Social Security Truth or Consequences

How well do you know Social Security rules and claiming strategies? Test yourself by analyzing some specific scenarios.

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

October 12, 2018

7 Golden Rules for Investing and Advanced Estate Planning

You've worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules.

See More On: Investor Psychology | Estate Planning | ETFs

October 12, 2018

What NOT to Do During Open Enrollment Time

Many employees just automatically pick the same benefits options year after year with little to no thought. That's a mistake. Instead, here are some points you really should consider for your own financial well-being.

See More On: Careers | Employee Benefits | Health Care & Insurance

October 11, 2018

The 5 Things People Ask Potential Advisers and Why They Are Wrong

Finding the right financial planner takes more thought than asking the same old questions. Here's where people are going wrong, and what they should ask instead.

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

October 10, 2018

An Important Choice: Public or Private School?

If you are at odds over this big decision, here's how to frame the choice, consider the consequences and come to a consensus.

See More On: Family Finances | Budgeting | Paying for College

October 9, 2018

A Pre-Retirement Checklist: 8 Steps to Take Right Now

Planning for retirement obviously is a big job, so it helps to break it down into a series of goals that you can check off as you go.

See More On: Making Your Money Last | 401(k)s | Budgeting

October 9, 2018

Wealthy People Have Smart Financial Habits. But There's More.

Having enough money for a sweet retirement takes more than just saving. It takes smart spending and discipline. If you're falling behind, it's time for a financial lifestyle overhaul. Five steps will get you on your way.

See More On: Making Your Money Last | 401(k)s | Budgeting

October 8, 2018

Rest In Pieces, AMT

Taxpayers are getting an eight-year break for the dreaded Alternative Minimum Tax. Here's how to make the most of that time.

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

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