Building Wealth
Latest
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Eight Don’ts to Keep in Mind as You and Your Loved Ones Age
Getting older isn’t for sissies, and the more prepared you are for cognitive decline and the issues that come with it, the better your life will be.
By H. Dennis Beaver, Esq. Published
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Tips for Managing Money for an Incapacitated Loved One
Choosing a decision-maker before anything happens is crucial. So is getting legal documents and financial planning in order.
By Thomas C. West, CLU®, ChFC®, AIF® Published
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Bright Spots Amid Commercial Real Estate Struggles
The office market continues to grapple with pandemic fallout, but investors find attractive deals in retail, industrial and hotel sectors.
By Jim Small Published
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Financial Fasting Can Trim the Fat From Your Spending
Taking a day or a week off from spending not only frees up cash to pay down debt or add to savings, but can also help you reinvest in your relationships. Here’s how to do it.
By Stephen B. Dunbar III, JD, CLU Published
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Your Retirement Reckoning: Four Questions to Ask
Prepare for your moment of liberation from the daily grind, aka retirement, with the answers to these important questions about your next phase in life.
By Richard J. Leider Published
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Are You Taking Too Much Risk in Retirement?
Use a two-bucket plan, with a protection bucket and a growth bucket, to protect your nest egg from market volatility so it lasts as long as you need it to.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Four Reasons to Consider Doing Partial Roth IRA Conversions Now
Your IRA and 401(k) have potentially significant future tax implications, and with taxes possibly going up in the next few years, you might want to pay those taxes now, not later.
By Craig Kirsner, Investment Adviser Representative Published
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Five Strategies to Prevent Regret After Your RSUs Vest
Having a plan to cover taxes, diversify and set goals can help improve future outcomes with your restricted stock units.
By Kevin Caldwell Published
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What Happens When Bosses Heap Praise Only on Their ‘Stars’?
A ‘culture of geniuses’ destroys collaboration and undermines the contributions of those considered not the geniuses. What’s a boss, or teacher, to do about it?
By H. Dennis Beaver, Esq. Published