Building Wealth
Latest
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This Is How You Can Be a Snowbird in Retirement
There’s a lot to consider, and warm weather shouldn’t be the only deciding factor. For instance, will you rent or buy? What’s the tax and health care situation?
By Tony Drake, CFP®, Investment Advisor Representative Published
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You’re Fired? How AI Could Change the Labor Landscape
Machines replacing humans in the workplace is not new, but today’s advances in artificial intelligence could affect hundreds of millions of jobs.
By Neale Godfrey, Financial Literacy Expert Published
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What Happens When Student Loan Payments Resume?
With an increased monthly debt burden, borrowers could cut discretionary spending, causing economic turmoil. On the bright side, alternative ways to pay for college are being considered.
By Daniel Rubin Published
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Considering Annuities? Here’s What to Keep in Mind
It takes time and effort to understand the many different types of annuities that are available and whether they’re right for you. You can start here.
By Joseph Cervinka Published
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Inflation and Retirement: Five Ways to Soothe Your Worries
Sometimes you can deal with inflation and economic turbulence by not doing anything at all, but there are considerations for retirement savers to keep in mind.
By Michael J. Faust, CFA Published
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Remember: Retirement Accounts Are Not All Taxed the Same
How you handle your pre-tax and after-tax accounts can make a big difference in your income in retirement and the legacy you leave.
By Jerry Golden, Investment Adviser Representative Published
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How to Embrace Your Financial Wellness This Fall
Economic uncertainty can take a toll on your mental health if you don’t stay on top of your financial wellness. Here’s where to start.
By Greg Ward, CFP® Published
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Four Threats to the Distribution Phase of Retirement
Keep challenges such as inflation, market volatility and more in mind when it’s time for you to shift from saving for retirement to spending.
By Cliff Ambrose Published
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Using a 529 Plan? Here’s What to Keep in Mind
As the school year progresses, ensure you’re using the money for qualified expenses and keeping track of documentation. Taxes and options for unused funds are also considerations.
By Julie Virta, CFP®, CFA, CTFA Published