Building Wealth

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

December 18, 2018

How Income Annuities are Taxed – and Why

The guaranteed payments for life that income annuities deliver offer retirees a great sense of security. What people might not realize is that how those payments are taxed will depend on how the annuities are bought.

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

December 18, 2018

4 Simple Steps to Help Protect Against Identity Theft

Taking a few proactive measures now can potentially save you from a lot of headaches later.

See More On: Scams | Family Finances

December 18, 2018

Millennials: It Might be Time to Break Up with Cash

It's seen as safe, and maybe even exciting, by many younger, stock-averse savers. But this love affair may be a lot more dangerous than they realize.

See More On: Saving for Retirement

December 17, 2018

Don't Let an Ego-Driven Portfolio Crash Your Retirement

Congratulations, you managed to put together a brag-worthy investment portfolio, but making the adjustments necessary to keep it there takes a lot of work. Over the years, it's not uncommon for even the best investors to lose touch, and by the time they ask for help, it can almost be too late.

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

December 17, 2018

How to Beat the 2 Top Risks Retirees Face

When you combine longevity with inflation, it adds up to a perfect storm for baby boomers, who must make their savings stretch for decades. Here's how to help safely steer around the danger.

See More On: Making Your Money Last | Financial Planning | Long-Term Care Insurance

December 14, 2018

There's a Way to Serve Your Business and Save on Taxes If You Think Big

Business owners who really want to save on their taxes need to think beyond year-end tips and how to capitalize on the Tax Cuts and Jobs Act. Go bigger and dig deeper to save more.

See More On: Tax Planning | Business Costs & Regulation | Small Business

December 13, 2018

6 Tips to Get Your 2019 Financial House in Order

Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.

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

December 12, 2018

Is the $1.5 Billion Lottery Winner Better Off Under New Tax Law?

Comparing the payouts under old tax laws and the Tax Cut and Jobs Act could be an eye-opening exercise for the rest of us.

See More On: Tax Breaks | Financial Planning | Tax Planning

December 12, 2018

What to Do (and Not Do) When the Market Drops

Things are pretty wild on Wall Street right now, but before you make any moves, read this.

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

December 11, 2018

Don't Settle for Anything Less Than True Diversification

The closer you are to retirement, the more important it is to make sure you've got your bases covered, because just having an appropriate mixture of stocks and bonds may not be enough to be truly diversified.

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

December 11, 2018

If You're a Gig Worker, Here's How You Can Still Get Disability Protection

Company benefits are great to have, but if you're a contractor, chances are you're out of luck. And if you get injured or are too sick to work, you could quickly find yourself in hot water. However, those self-employment taxes you’re paying come with a federal benefit ready to act as your safety net.

See More On: Employee Benefits | Financial Planning | Health Care & Insurance

December 11, 2018

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

Wall Street has been insane 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

December 10, 2018

3 Ways to Instill Enduring Financial Values in Your Children

Leading by example is always a good idea, and the earlier you start, the better. These three lessons can get the whole family going in the right direction.

See More On: Family Finances | Making Your Money Last | Wealth Management

December 10, 2018

Timeshare Nightmares: Don't Let This Happen to You

Hours-long, pressure-filled timeshare encounters leave two couples in tears. Consumers can learn a lot from their stories. Here's what to know about timeshares before getting talked into attending a sales presentation to get a free lunch or tickets to a theme park.

See More On: Travel | Saving Money | Scams

December 7, 2018

Know These 3 Things Before You Invest in a Fixed-Indexed Annuity

To evaluate whether a FIA is right for you, you need to understand how you'd make money on the investment, how the insurer profits and how and at what point you can get access to your funds.

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

December 7, 2018

6 Smart Ways Taxpayers Can Save Money on Their Tax Bills

Time is running short to make a few last-minute adjustments. Take a look at a few possibilities that could save you money, if not this year then next.

See More On: Tax Planning | Tax Breaks | Tax Prep & Filing

December 6, 2018

Create a Retirement Income Plan That Keeps You on Solid Ground

Having a solid plan to replace your regular paychecks will give you the confidence necessary to make the leap into retirement.

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

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