Building Wealth
Latest
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Is It Finally a Good Time to Buy Your Retirement Dream Home?
If Airbnb owners decide to sell because of a drop-off in revenue, home buyers could find some good deals, though borrowing costs could still be prohibitive.
By Erin Wood, CFP®, CRPC®, FBSⓇ Published
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Three Factors to Consider Before Taking Social Security
There’s a lot to think about, including the break-even point on your Social Security benefits, your own health and longevity and your other retirement income.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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How to Get the Most Out of Your Pension Plan
Should you take a lump-sum payout? Do you think your employer is in danger of going bankrupt? These are only two of the issues to consider.
By Michael Aloi, CFP® Published
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How to Guard Your Finances in Case Cognitive Decline Sets In
Many of us are at risk of cognitive decline, but there are things we can do to protect our finances from its effects.
By Chris Heye, PhD Published
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How Is Your Post-Retirement Stacking Up? Three Key Questions
Financial planning doesn’t stop at retirement, so it’s important to keep track of how much income you actually need, what your income sources are and more.
By Chuck Cavanaugh Published
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Financial Planning Now That Your New Baby Has Arrived
First, congratulations! Second, a seasoned wealth adviser is here to share his knowledge and experience of planning for and protecting the future of his newborn.
By Kara Duckworth, CFP®, CDFA® Published
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Five Things to Know if You're Considering Early Retirement
Making Your Money Last Whether you’re facing a layoff or buyout or planning an early exit on your own, check out these strategies to see if you’re ready for early retirement.
By Evan T. Beach, CFP®, AWMA® Last updated
Making Your Money Last -
How to Get More Retirement Income From Your 401(k)
An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses.
By Jerry Golden, Investment Adviser Representative Published
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How Does an Employee Stock Ownership Plan, or ESOP, Work?
Here's what an employee needs to know about how they can benefit from the growth of their company through these plans, as well as info on accumulation, vesting and distribution.
By Peter Newman, CFA Published