Building Wealth

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

January 17, 2018

The 1 Thing You Can’t Forget to Take When Leaving a Job

Some people take more care boxing up the pens, paper clips and coffee cups in their desks when they pack up for a new job than they do wrapping up their 401(k) for departure. There's big money at stake, so plan ahead.

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

January 17, 2018

3 Tips to Keep Emotions From Causing Investing Mistakes

Markets are always rising and falling. News is always breaking. And investors are always fretting. Now's the time to take a breath, check your plan and calm those worries.

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

January 16, 2018

To Be Ready for a Bear Market, Start With a Portfolio Analysis

The time to check your risk tolerance level is well before a bear starts poking its nose into Wall Street's business.

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

January 16, 2018

Don't Gamble With Your Retirement Income – Protect It

What kind of retirement saver are you? The kind willing to roll the dice and let your nest egg ride, or the kind who wants more of a sure thing?

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

January 12, 2018

Why Working Past 65 Can Be Doubly Rewarding

Aside from making for an easier transition, the financial benefits of stretching out your working life with part-time work or a lower-stress job after you retire can really add up.

See More On: Careers | Family Finances | Financial Planning

January 12, 2018

The Ultimate Tax and Retirement Strategy for High Earners

Everyone's heard of pension plans, but have you heard of a cash balance plan? It’s a way to sock away large amounts of cash for retirement on a tax-deductible basis.

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

January 11, 2018

You Can Pay $0 in Taxes on Your Retirement Income

When retirees add up all their deductions and personal exemptions, they may find opportunities to generate the income they need from their portfolios without triggering any federal taxes. Here's how.

See More On: Tax Breaks | Financial Planning | Making Your Money Last

January 11, 2018

Money Aside, 5 Questions to Answer Before You Retire

When getting your ducks in a row for retirement, you've got to know a lot more than how you’re going to pay for your new life. You've got to decide what kind of life you're going to lead.

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

January 10, 2018

To Buy or Not to Buy: Do Annuities Have a Purpose in Your Portfolio?

There are two specific types of retirement savers for whom annuities make a lot of sense. See if you're one of them.

See More On: Annuities | Financial Planning | Making Your Money Last

January 10, 2018

The 401(k) Reaches 40 With Flaws Left to Fix

How can a retirement plan be effective if it focuses only on savings and not the income necessary for retirement itself?

See More On: 401(k)s | Annuities | Financial Planning

January 9, 2018

Don't Trust a Pie Chart to Test Diversification

When the next market downturn comes, many investors who think they're protected may be surprised. Merely being invested in different types of stocks and bonds isn't good enough anymore.

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

January 9, 2018

Is Your Dividend Growth Strategy Stuck in the Past?

Focusing on companies with strong dividend histories makes sense for investors, but that's only part of the equation. Size matters when you're talking about dividend growth.

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

January 8, 2018

When Widows Are Forgotten: A Guide for Widows and the People Near to Them

They are all around us, but widows can sometimes feel invisible and forgotten. They need help. This I know from experience. And this is what they (and you) should do.

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

January 5, 2018

Same-Sex Couples Are Marrying Less: What That Means for Their Finances

The marriage boom that bloomed after legalization appears to be cooling off. However, same-sex couples who don't marry are missing out on a lot of serious legal and financial protections.

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

January 5, 2018

3 Financial Moves to Make as a New Year Gets Underway

Set yourself up for a successful 2018 with a few clean-sweep moves.

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

January 4, 2018

Right Now Is the Right Time to Prepare for the Next Bear Market

Yes, stocks have been on a record-breaking tear for a long, long time. And that's precisely what makes it the perfect time to take a step back and make an adjustment with your portfolio.

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

January 4, 2018

QCDs: Use This Tax Strategy to Get More From 2018 RMDs

Under the new tax law, those taking RMDs can get a tax break even without itemizing by giving to charity. Here's how qualified charitable distributions can pay off beyond good deeds.

See More On: Tax Breaks | Financial Planning | IRAs

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