Building Wealth

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

June 22, 2018

Active vs Passive Investing … Which Path to Take?

It comes down to fees and performance, of course, but you need to put a little more thought into the question than just that to make a good decision.

See More On: Investor Psychology | Financial Planning | Index Funds

June 21, 2018

You Have a Will – Is It Time for an Estate Plan?

An estate plan takes your will a step further to account for more than just your possessions. It provides clarity to your estate and can help head off potential future family battles.

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

June 20, 2018

Be Roth Smart: An Investment Guide to Roth IRAs

Roth IRAs are the closest thing we have to tax-free retirement savings out there, so make sure you take full advantage. Here is how Roths work and three ways to get money into them.

See More On: Roth IRAs | Financial Planning | IRAs

June 19, 2018

Financial Lies Women Need to Stop Telling Themselves

Think you don’t have a head for finances or that your husband has it covered? You could be selling yourself short ... and endangering your retirement security.

See More On: Family Finances | Financial Planning | Investor Psychology

June 19, 2018

Stock Market Volatility, Geopolitics and Midterm Elections – Oh My! Should Investors Be Worried?

Let's break down some concerns on investors' minds this year and see where that leaves us going forward. The situation may not be as scary as it sounds.

See More On: Investor Psychology | Financial Planning | Markets

June 19, 2018

3 World Cup-Inspired Investment Tips

Investors can take some cues from soccer's biggest event, because managing money and playing professional soccer use some strikingly similar skills.

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

June 18, 2018

How Much Cash Should Retirees Hold?

If you’re thinking about three months' worth of expenses, you might want to think again. Three years' worth might be more like it for many people.

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

June 18, 2018

6 Tips for Those Who Have Lost a Spouse

From the practical to the emotional, here is some advice to help you get through the first year (or two) of your journey.

See More On: Family Finances | Tax Breaks | Tax Prep & Filing

June 15, 2018

How to Check a Financial Adviser's Credentials the Right Way

You're looking up a financial professional, but you can't find them on FINRA or the SEC's website. Is that a red flag, or did you just look in the wrong spot?

See More On: Financial Planning | Family Finances | Making Your Money Last

June 14, 2018

Your Estate Could be Bankrupt Unless You Protect Against This

Whether you’re a successful business owner, a family of wealth or just average, middle-class folks, if you haven’t prepared for the possibility of lawsuits — baseless or not — your legacy could be on the line.

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

June 14, 2018

Better Than Bonds? A Look at Uncapped Fixed Index Annuities

For safety and performance, it could be time to consider including them in your retirement portfolio to diversify your asset allocation.

See More On: Annuities | Family Finances | Financial Planning

June 13, 2018

What are the New Tech Stocks of 2018 and Beyond?

Investors have scratched their heads for years over which tech companies to invest in. Rather, they should dig deeper into what's fueling growth in the tech sector itself, tracing those roots to ETFs to help reap the rewards.

See More On: ETFs | Dividends | Financial Planning

June 13, 2018

Buying a Home Could be a Bad Career Move

American dream or ball and chain? We’ve heard so many times that homes are the ultimate investment, but your job advancement and long-term salary potential could be hindered if you’re tied down.

See More On: Careers | Buying & Selling a Home | Family Finances

June 12, 2018

Should You Give Your House Away?

If you’re thinking about it because you want to make sure it stays in the family or you have some concerns about Medicaid in the future, be careful. There can be serious consequences if not executed just right.

See More On: Estate Planning | Buying & Selling a Home | Family Finances

June 11, 2018

Beware of Hidden Costs Lurking in Your Mutual Fund Portfolio!

Some investment fees are obvious, but you may not even be looking for them. Others are much tougher to spot. But it's well worth some detective work.

See More On: Mutual Funds | Financial Planning | Index Funds

June 8, 2018

Your Kid Wants Help Starting a Business? Be Careful

Even when it’s family, or maybe especially when it’s family, you must treat such a proposition as strictly business. Get answers to these 4 questions to avoid risking it all.

See More On: Family Finances | Financial Planning | Making Your Money Last

June 8, 2018

Why Trading in Bitcoin or Other Cryptocurrencies is Playing with Fire

You're probably aware that investing in bitcoin is risky in general, but let's take a look at the specific reasons why you could get burned.

See More On: Financial Planning | Commodities | Markets

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