Building Wealth

Building Wealth

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

January 17, 2020

Prepare for Detours in the Market: Manage Your Plan in Real-Time

When the stock market takes a dive, retirees with resilient income allocation plans still get by swimmingly. Here's what that looks like.

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

January 17, 2020

One Way to Avoid a Potential White-Knuckle Ride Through Retirement

With a bull market entering its 11th year, retirees need to protect themselves from stomach-dropping volatility. Annuities can be one tool to consider.

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

January 16, 2020

Why I Love Annuities, and So Should You

Guaranteed income is something everyone needs throughout their retirement, and the right annuity can provide that.

See More On: Annuities | Making Your Money Last | Wealth Management

January 15, 2020

Four Steps for a Financially Fit New Year

Get your finances in shape in 2020 with these four resolutions.

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

January 14, 2020

How to Make Investing More Meaningful

Saving and investing may seem mundane to some, but there are ways to make it more fulfilling. Here are three strategies to do good things with your money, now and long after you're gone.

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

January 14, 2020

A Tale of Two Investors: 1 Panicked and 1 Didn't

Two clients' true stories during the last bear market reveal the pitfalls and opportunities that come with investing in uncertain times. Do you see yourself in this tale?

See More On: Saving for Retirement | Wealth Management

January 13, 2020

Leverage These 5 Retirement Tax Diversification Strategies

Taxes can be overwhelming in retirement, eating up income that you need to live on. Learn how to minimize taxes through tax diversification.

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

January 13, 2020

3 New Money Habits for 2020 (No. 1 Is Forget Budgets!)

It's time to set financially healthy goals for the year. You'll be glad you did.

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

January 10, 2020

Wealthy People Need Budgets Too: It's Called Cash Flow Management

The power of understanding your spending is priceless. Successfully managing your spending and personal cash flow is key to meeting your short- and long-term financial goals.

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

January 10, 2020

How to Lose Your Case in Small Claims Court

Here's a story about how a predatory company that took advantage of a naive homeowner won its small claims court case, even though it shouldn't have. It holds lessons for anyone thinking about filing a suit themselves.

See More On: Family Finances

January 9, 2020

Want to Beat Boring CDs? Munis Can Be a Conservative Way to Increase Yield

Municipal bonds come with some risks that bank CDs don't, but there are ways to minimize them while still getting a better return. Plus, the interest you earn is tax free, and who doesn't love that?

See More On: Saving for Retirement | Wealth Management

January 9, 2020

Investors' Worst Enemy in 2020 Could Be Their Own Brains

Hindsight bias, recency bias and sunk cost fallacy are just three of several cognitive biases that investors need to overcome to achieve their financial objectives this year. To beat these biases, take your emotions out of the mix.

See More On: Investor Psychology | Markets | Saving for Retirement

January 8, 2020

Moving Forward Financially After the Loss of a Loved One

Even as you work through your grief, there are some important financial tasks to take care of along the way. Here is a framework to use as a starting point.

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

January 8, 2020

How to Get Off the Hamster Wheel of Debt

Yes, you can pay off your debt and start building wealth. It all starts with determining which debts are "bad" and which ones are "good."

See More On: Getting Out of Debt | Family Finances | Wealth Management

January 7, 2020

A New Year's Checkup for Financial Success in 2020 and Beyond

Now that a new decade has started, get motivated to make it the best ever for your finances by taking a few practical steps.

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

January 6, 2020

Is the Side-Hustle a New Dance Seniors Are Learning?

Judging by the growing numbers of people 55 and older seeking out these gigs, the answer is yes. Maybe there's one that is right for you.

See More On: Careers | Making Your Money Last

January 3, 2020

Surprise: Your Small Business Probably Needs Auto Insurance

Have you ever sent a worker on a quick trip in his own car to the post office or the bakery to pick up an employee birthday cake? You may have just opened your business up to some serious liability.

See More On: Auto Insurance

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