Building Wealth

Building Wealth

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

June 25, 2019

Managing Your Monetary Workforce

You are the CEO of your financial world. As such, you should be actively managing your money team members, shuffling them around to the spots where they will serve you the best ... now and in the future.

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

June 25, 2019

4 Things You Should Know Now to Save on Taxes Later

Every money move you make (or that you fail to make) has potential tax consequences, either now or down the road. Take some actions today to put yourself in a better position for the long term.

See More On: Tax Planning | Roth IRAs | Tax Breaks

June 24, 2019

The Elephant in the Room: Your Adviser Is Getting Paid

To understand how much your adviser is really getting paid, you have to ask the right question. Once you get the answer, take the value they bring to the table into account, as well.

See More On: Financial Planning | Wealth Management

June 24, 2019

Five Common Pitfalls of Sudden Wealth

Coming into a large amount of money, especially when it arrives in the form of an inheritance, can trigger a wave of emotions. If you're not prepared, you could make some bad moves.

See More On: Wealth Management | Making Your Money Last

June 21, 2019

Should You Help Your Grandchild Buy a Car?

Before you whip out your wallet or write a check (and, yes, there could be some good reasons to contribute to the purchase), grandparents should ask some serious questions about money and safety.

See More On: Family Finances | Buying & Leasing a Car

June 21, 2019

What You Need to Know About the Shadow Banking System Now

There's a chance that you may have a loan with a "shadow bank" and not even know it. What exactly are shadow banks, and what risks and rewards do they represent?

See More On: Mortgages & Refinancing

June 21, 2019

So, You Want to Start a Foundation? Great!

Charitable aspirations are commendable, but good intentions alone aren't enough when dealing with the complexities and legalities of setting things up and accepting contributions. Here are some points to consider.

See More On: Wealth Management

June 20, 2019

As a 30- or 40-Something, Can You Count on Social Security?

In all likelihood, some kind of program will probably still exist when you retire. But, if you're worried, there’s something you can do right now: Start planning as if Social Security is doomed.

See More On: Social Security | Saving for Retirement | Wealth Management

June 20, 2019

For Every Investment, There Is a Season, So Tend Your Portfolio with Care

Planting, fertilizing and pruning are all important parts of successful gardening, and these concepts apply aptly to investing and saving for retirement, too.

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

June 19, 2019

What is My Liability for a Data Breach?

If you're a business owner, you have got to be on guard against hackers. Don't just hope for the best, instead, assume the worst.

See More On: Scams

June 18, 2019

How to Know You're in the Retirement 'Red Zone'

You're counting down to retirement and you feel like you've got to be almost there, but unless you've accounted for these factors, you may not be as close as you think.

See More On: Roth IRAs | Wealth Management

June 18, 2019

Should You Supplement Your Traditional 529 with a Private 529 College Plan?

There are a few reasons to consider this strategy. One is if you think your child might want to go to a private school one day, and another is if you like a sure thing rather than taking investment risks.

See More On: 529 Plans | Paying for College

June 17, 2019

4 Steps to Effectively Transition or Sell Your Business

A succession plan takes commitment, but when done right, it should help you net a much better sales price for your business when the time comes.

See More On: Wealth Management | Small Business

June 17, 2019

Investing with a Conscience: The Rise of ESG and What Really Matters to Investors

Consumers are holding businesses to a higher standard, so how does that play out when it comes to investing?

See More On: Stocks & Bonds | Financial Planning | Wealth Management

June 14, 2019

Don't Be Fooled: 5 Steps to Help Avoid Financial Scams

Some savvy stay-safe tips to help protect yourself and watch out for family members at the same time.

See More On: Scams | Wealth Management

June 13, 2019

Is 4% Withdrawal Rate Still a Good Retirement Rule of Thumb?

We put the popular theory to the test using 30 years of real-world stock market returns. Here's what we found.

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

June 13, 2019

Are You Forcing Unintended Consequences on Your Heirs?

Unless you take your heirs' wishes, taxes and interests into consideration in your plans, you could be committing some serious unforced errors with your estate.

See More On: Estate Planning | Making Your Money Last | Tax Planning

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