Building Wealth
Latest
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Four Ways to Give Money Tax-Free to Your Kids When You Die
If you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you.By Evan T. Beach, CFP®, AWMA® Published
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Can’t Afford It? There’s No Shame in Saying So
Trend of loud budgeting emphasizes being open about skipping unnecessary purchases and sticking to your budget, while older generations still struggle to talk about their finances.By Neale Godfrey, Financial Literacy Expert Published
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How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.By Scott M. Dougan, RFC, Investment Adviser Published
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How Life Insurance Can Help You Preserve Your Wealth
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes.By Justin Stivers, Esq. Published
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Are Bonds Back? A Fresh Look at Fixed Income in 2024
With interest rates poised to possibly start falling, investors might consider shifting to longer-term fixed-income securities to lock in higher yields.By Adam Lampe Published
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Wealth Transfer Is About More Than Just Money
Families have many forms of capital beyond their money. Here are five of them, plus ways to easily ‘transfer’ them to younger generations.By Alex Kirby Published
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Should You Enroll in Medicare if You Still Have a Job?
This question is being asked more than ever these days, so here’s what you can do when it comes to making Medicare decisions while you’re still working.By Jae W. Oh Published
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Three Big Ways That Life Insurance Can Be a Lifeline
Life insurance not only provides a safety net for loved ones and leaves behind a lasting legacy, but the cash value can also help during financial hardship.By Steve Sugumele Published
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Romance Scams That Target Older Adults Rising: What to Do
Here are some tips to help you avoid falling for a scam, especially when a scammer tries to prey on your affection.By Patrick M. Simasko, J.D. Published