Building Wealth

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

February 21, 2019

When Athletes Go From 0 to 60: Managing a Sudden Influx of Wealth

Once a player makes it to the NFL or the NBA, they need to step up their financial game. With big salaries and bonuses can come even bigger mistakes.

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

February 21, 2019

The 7 Most Common Social Security Mistakes

Social Security is a complicated element of anyone's retirement plan. Here are the most common mistakes individuals tend to make and how to avoid them.

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

February 20, 2019

How to Prepare for Volatility and a Possible Recession in 2019

Investors should be ready for a bumpy ride. One step concerned investors can take to ramp down risk could be to buy into a stock market index that offers more stability than the S&P 500: the S&P 500 Low Volatility Index.

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

February 19, 2019

An Easy Way to See If You Have Enough Saved to Retire

Cash flow planning is a crucial part of your retirement plan, and much of it can be boiled down to one math equation.

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

February 18, 2019

Get Your Grandkids in the Giving Spirit by Volunteering Together

Spending time together helping others is one of the greatest gifts a grandparent can give their grandchildren, and it pays off in so many ways. Here are some ideas to help get you started.

See More On: Family Finances | Wealth Management

February 15, 2019

How to Find the Perfect Balance Between Spending and Saving

It's the key to being able to enjoy life now AND in the future. It's also the basis for a successful retirement plan, and it all starts with setting your optimal saving rate.

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

February 14, 2019

Active vs. Passive: The Case for Both and a Place for Both

Under certain market conditions, and when it comes to particular asset classes, one method tends to outperform the other. Here's a look at why and what it means to the average investor.

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

February 14, 2019

A Beginner's Guide to Deferred Compensation

How does it work? Should you go for it, or should you pass? Before you jump on this executive perk, dig a little deeper to understand the risks and rewards involved.

See More On: Careers | 401(k)s | Employee Benefits

February 13, 2019

How to Leave Your Business: A 5-Year Plan

Building an exit strategy isn't something that comes naturally to most entrepreneurs, but it's an extremely important part of your business plan.

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

February 12, 2019

Interest Rates Have Been Rising. Are Investors Ready?

There are several steps people might want to consider taking right about now. Here's how to evaluate your own investment, saving and debt situation and prepare for the changes ahead.

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

February 11, 2019

No Children? Why You Still Need an Estate Plan

Someone has to inherit your assets, and if you don't decide, state laws will do it for you. That means your awful Great Uncle Ed may inherit, while your beloved cousin Mary may get nothing. That's only one reason to get busy.

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

February 11, 2019

Retirement Planning Is Different for Women. It Just Is. Here's Why.

With a longer lifespan and often less time building a nest egg, the stakes for women are higher in retirement, but these challenges don't have to sideline your planning.

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

February 8, 2019

Don't Let the Fear of Spending Spoil Your Retirement

Tapping into your nest egg can be a scary proposition, but at some point you're going to have to take the plunge. What are you waiting for? If you've saved and you have a plan, then you've earned a little fun.

See More On: Making Your Money Last | Budgeting | Leisure Spending

February 7, 2019

When Lawyers Refuse to Pay a Client's Doctor Bill

It's more common than you might think in personal injury lawsuits, and doctors, chiropractors and physical therapists don't have to stand for it.

See More On: Making Your Money Last | Saving Money | Scams

February 6, 2019

Your 401(k) Can Help Those in Need After You've Retired

Saving money in a 401(k) or an IRA is a great way to save on taxes while you build a generous legacy for your favorite charity.

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

February 6, 2019

Own a Gun? Careful: You Might Need a Gun Trust

Make a mistake when inheriting an IRA and you might face tax consequences. Make a mistake when inheriting a gun collection, and there's a chance you could face felony charges. So, anyone who owns a gun may want to consider adding a gun trust to their estate plan.

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

February 6, 2019

What to Do with All Those Old 401(k)s and IRAs

It's about as fun as herding cats, but rounding up all your IRAs and 401(k)s into just one or two accounts can really simplify your financial life.

See More On: 401(k)s | IRAs | Required Minimum Distributions (RMDs)

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