Building Wealth
Latest
-
Uncertain Times Call for Creative Estate Planning Strategies
Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.
By Paula Nangle, CFP® Published
-
Older Doctor Just Wants to Work, But New HR Boss Changes the Rules
How do you respond when a new person comes in and won’t honor the agreement you made with their predecessor?
By H. Dennis Beaver, Esq. Published
-
Five Key Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons that getting hired at a company with an Employee Stock Ownership Plan, or ESOP, could be a good career move.
By Peter Newman, CFA Published
-
Is Your Financial Adviser Doing a Good Job for You?
If your meetings focus only on investment returns, that’s a problem. These 10 questions can help you determine if your financial adviser is being lazy.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
-
When Saving for Retirement, Persistence Pays Off
Making a retirement savings plan and sticking with it can help cushion the blow when market downturns inevitably happen.
By David C. Treece, Investment Adviser Representative Published
-
Congratulations on Your Retirement: Here's How to Find Your Joy
Knowing how you want to spend your time in retirement and having a sense of purpose can prevent you from feeling unmoored and isolated.
By Erin Wood, CFP®, CRPC®, FBSⓇ Published
-
Raising Grandkids? Five Financial Considerations
Keeping your personal finances and your retirement on track will be more difficult, but having a financial plan and tapping available resources, among other things, can help.
By Stephen B. Dunbar III, JD, CLU Published
-
Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
By Laura Schultz, J.D., IAR Published
-
A Virtual Financial Adviser Could Be the Right Fit for You
Most of us are comfortable with videoconferencing these days, and that could make working with a financial adviser more convenient. No traffic, no parking, no limitations because of location…
By Aaron Cirksena Published