Building Wealth

Building Wealth

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

August 23, 2019

Income Annuity Basics: What to Know Before You Buy

It's no secret that annuities can be complicated, so before you consider one, acquaint yourself with the fundamentals.

See More On: Annuities | Making Your Money Last | Saving for Retirement

August 23, 2019

Stop Fighting, Start Planning: How to Build a Retirement That Satisfies Both Spouses

Conflict between couples is natural, especially when it comes to something as important as your financial future. Don't let it keep you from coming to a consensus and taking action.

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

August 22, 2019

To Successfully Pass Down Your Wealth, First Share Your Intent

Yes, it's important to talk about your estate plan with your children and how all the pieces work, but it could be even more important to make sure they understand the intent behind your wishes.

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

August 21, 2019

5 Reasons a 401(k) May Be the Worst Account to Have in Retirement

That massive 401(k) nest egg that you're so proud of comes with some serious baggage. Here are five major cons of these accounts and a couple of alternatives to consider instead.

See More On: 401(k)s | Smart Buying | Tax Planning

August 20, 2019

Fasten Your Seat Belts: Commercial Real Estate Is Taking a Flight to Quality

A "flight to quality" doesn’t mean jetting off to a tropical resort, it's a strategy that real estate investors are using right now to gain peace of mind. Seasoned CRE buyers are flocking to quality assets with less market and construction risk. Is it time to reposition your investment holdings?

See More On: Saving for Retirement | Wealth Management

August 20, 2019

How You — and Your Kids — Can Make Smart Student Loan Decisions

The commitments you make now have consequences that could last for decades. Being well-informed about student debt and repayment can make a world of difference.

See More On: Paying for College | Student Loans

August 19, 2019

3 Ways Annuities Can Help Boomers Reduce Retirement Risk

Who doesn't fear outliving their savings? Here are some specific insurance solutions that can help calm those fears.

See More On: Annuities | Financial Planning | Making Your Money Last

August 15, 2019

Five Wishes: A Simple Tool to Write Your Living Will

End-of-life planning is more than just what kind of care you want in your final days. It's about such personal choices as who you want with you when the time comes and what will bring you and your family comfort and peace.

See More On: Estate Planning | Family Finances

August 14, 2019

Why I Hate Monte Carlo Analysis and Other Financial Projections

The problem with these types of plans, which reassure people that they will be OK "no matter what," is that they are used to comfort investors rather than actually advise them.

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

August 13, 2019

Retirement Requires a Shift in Thinking

The risk-reward equation changes when you retire. It's no longer about growing your wealth: It's about protecting what you've got. So get ready to flip your mental switch from accumulation mode to preservation.

See More On: Making Your Money Last | Financial Planning | Saving for Retirement

August 12, 2019

I Wish I Had Done This Years Ago: All Too Common Financial Regrets

Some of the most valuable financial lessons are learned in hindsight. Live a happier, more secure life by avoiding these familiar financial foibles.

See More On: Saving for Retirement | Financial Planning | Wealth Management

August 12, 2019

7 Money-Saving Tips for the Modern-Day Bridesmaid from a Financial Adviser

You want to be there for your best friend or sister, but you shouldn't go into debt to do so. Instead, be smart about a few things, and learn how to say no, ever so graciously.

See More On: Smart Buying | Budgeting | Saving Money

December 11, 2018

5 Tips for Investors to Weather Today's Volatile Stock Market

Wall Street has been on a roller coaster lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.

See More On: Saving for Retirement | Financial Planning | Markets

August 9, 2019

What Happens to Your Retirement Plan Now That the Fed Lowered Interest Rates?

As you design your retirement income plan, you might think that the Fed's cut in interest rates will force you to switch gears. But remember: Whether it's dividends, interest or annuity payments, don't try to time the market.

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

August 9, 2019

Smart Tips for Estate Planning: Write Your Will Like George Washington Did

The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps by keeping these three principles in mind: communication, clarity and customization.

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

August 8, 2019

The 4 Legal Documents Your College-Age Child Really Needs

Without these pieces in place, you could be locked out of decision-making for your over-18 son or daughter in a health care or financial emergency.

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

August 8, 2019

On the Cusp of a Market Downturn? What to Do (and Not Do) When Retiring

Anyone nearing retirement needs to invest like they drive: Defensively. Here's how to do that.

See More On: Saving for Retirement | Markets | Wealth Management

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