Building Wealth
Latest
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What to Do When Your Alarm Company’s Calls Are Flagged as Spam
This can get costly when customers don’t answer and then are charged because a guard was dispatched. There’s an explanation and a simple solution.
By H. Dennis Beaver, Esq. Published
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How to Set Your Child Up for Financial Success
Teaching them at a young age to set goals, work within a budget and save for the future are just some of the ways.
By Kerim Derhalli Published
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Which of the 10 Money Languages Do You Speak?
Identifying the emotions that you feel about money could help you improve your relationship with it.
By Andrew Rosen, CFP®, CEP Published
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Stressing About RMDs? Two Ways to Reduce or Even Eliminate Them
If looming taxes on required minimum distributions (RMDs) are keeping you awake at night, consider transferring money to a QLAC or converting to a Roth IRA.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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One Way to Stay Ahead of Inflation: Qualified Opportunity Funds
QOFs based in areas with a long history of successful oil and gas production in the U.S. and with their advantage of deferring capital gains taxes (and in some cases eliminating them) could be a winning hedge for your investment portfolio.
By Daniel Goodwin Published
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Five Tax Moves Retirees Should Consider Before Dec. 31
Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year.
By Evan T. Beach, CFP®, AWMA® Published
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Do You Really Know What Your HSA Can Do for You?
Not only do HSAs offer triple tax benefits — pre-tax contributions, tax-free growth and tax-free withdrawals — but they can be used for health care expenses in retirement.
By Nate Black Published
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Don’t Let Menopause Derail Your Career
Here are some steps you can take if menopause symptoms are affecting your job, including talking to your manager — you might receive more support than you think you will.
By Terry Weber Published
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Why a Wealth Tax Would Be Terrible for American Taxpayers
An upcoming Supreme Court case about unrealized gains could decide the fate of a potential federal wealth tax. In the meantime, let’s consider the implications.
By Bruce Willey, JD, CPA Published