Building Wealth

Building Wealth

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

December 13, 2019

Don't Let Unexpected Taxes Diminish Your Retirement Dreams

As you approach retirement, there are ways to better manage your tax bills, now and in the future.

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

December 13, 2019

Want to Retire in Harmony? Make Sure All Parts of Your Plan Are in Sync

A retirement plan is a lot like an orchestral score, and when all the pieces come together it can be a beautiful thing. Are you making music, or could your plan use a tuneup?

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

December 12, 2019

Social Security: The Basics of When to Claim Your Benefit

It's a big decision with potentially thousands of dollars at stake over your lifetime. So take your time and think about it.

See More On: Social Security | Making Your Money Last | Wealth Management

December 11, 2019

When Used Correctly, Deferred Annuities Deliver Powerful Tax Advantages

To take full advantage, pick the right type of annuity and take care to set up your beneficiaries correctly.

See More On: Annuities | Making Your Money Last | Tax Breaks

December 11, 2019

Welcome Home, Kids: Now, Let's Talk Money and Wills

When you think about holiday family gatherings with your adult children, you probably picture gifts and turkey with all the trimmings. But between bites, it's also a good time to share your wishes and discuss your estate plan.

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

December 10, 2019

For a Happy Retirement, Be Like Bill Gates

Microsoft's founder has found fulfillment in semi-retirement after leaving his career, and you can, too, if you follow his lead.

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

December 9, 2019

3 Tips to Lower Your Portfolio Risk

How much do you think about the degree of risk in your portfolio? It's probably not enough. Here's how to think about risk and make portfolio adjustments to increase your odds of success.

See More On: Saving for Retirement | Wealth Management

December 9, 2019

Parents Who Pay for Everything Shortchange Their Kids

We've gone from being Helicopter Parents to Bulldozer Parents, who annihilate all obstacles in our kids' paths. And what do kids learn when we take care of everything in their financial lives? Certainly not independence.

See More On: Family Finances | Wealth Management

December 10, 2019

How 2-Career Couples Can Succeed in Marriage

Lessons from a lawyer's long stint in divorce court and from the author of the new book "Couples That Work."

See More On: Family Finances

December 6, 2019

Enjoy Your Latte and Retirement, Too

Don't feel guilty if you treat yourself almost every day. It's not the little indulgences that will sink your retirement plans. It's the big things. Focus on the following big-ticket items, not your daily cappuccino.

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

December 6, 2019

Give Story – Not Stuff – for the Holidays

Your financial plan is about more than making money and getting stuff. It's built around your values, goals and relationships. Shouldn't your gift-giving be the same way?

See More On: Family Finances | Smart Buying

December 5, 2019

401(k), 403(b), TSP Contribution Limits Climb in 2020

Your nest egg could get even fatter in 2020, thanks to new retirement savings account limits set by the IRS. Take a look at what your new savings goal could be, and what's going on with IRA limits as well.

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

December 5, 2019

401(k) and IRA Advice Especially for Women

With longer lives and lower salaries, women should strongly consider contributing more to their retirement savings accounts. Here are some rules on how to pump up IRAs, 401(k)s, 403(b)s and Thrift Savings Plans.

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

December 4, 2019

Till Debt Do We Part: The Golden Years Are Tarnishing

Too many seniors today are weighed down with tremendous debt loads, but there are helping hands available. Check out these resources for assistance with everything from medical costs to rent, food and taxes.

See More On: Making Your Money Last | Getting Out of Debt | Wealth Management

December 4, 2019

How to Cut Your Investment Fees in Half

A 1 percent fee may not sound like much at first, but don't let that fool you. It may be much more costly than you realize.

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

December 4, 2019

Final Year-End Financial Steps to Get the Most from Your Money

Even if time's too short to take full advantage of some of these moves this year, you can still position yourself to be better off in 2020.

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

December 3, 2019

How Much You Need to Save Annually to Build Your Own Wealth (and Where to Stash That Cash)

Here's the minimum we recommend putting aside to meet your (possibly early) retirement goals. Of course, if you're especially ambitious, it never hurts to aim even higher.

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

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