Building Wealth
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Feel Free to Disagree, But Here's How to Bridge Differences
Rather than remaining at odds with those who disagree with you or simply shutting them down, here's how to lower the temperature.
By H. Dennis Beaver, Esq. Published
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Top 10 Myths About 1031 Exchanges, Debunked
Are you confused about 1031 exchanges? This brief guide busts the top myths about real estate's favorite tax-deferral strategy.
By Daniel Goodwin Published
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Take Charge of Retirement Spending With This Simple Strategy
To make sure you're in control of retirement spending, rather than the other way around, allocate funds to just three purposes: income, protection and legacy.
By Mark Gelbman, CFP® Published
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How Much Money Is Enough to Be Happy? Can You Have Too Much?
The relationship between money and happiness is complicated, but the experts agree on these three eye-opening fundamentals.
By Evan T. Beach, CFP®, AWMA® Published
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Two Alternatives to Required Minimum Distributions (RMDs)
required minimum distributions (RMDs) If the thought of paying taxes on your RMDs is stressing you out, consider these two options to save on taxes and anxiety.
By Joe F. Schmitz Jr., CFP®, ChFC® Last updated
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Five Year-End Strategies You Can't Afford to Miss
Instead of making New Year's resolutions, consider making some money moves that could help save you big bucks on your taxes.
By Sevasti Balafas, CFA, CPWA® Published
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Buying an Insurance Policy: Three Ways to Do It
You can buy an insurance policy through an insurance agent or broker or on the internet. Which way works best for you?
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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10 Ways Your 1031 Exchange Can Go Horribly Wrong
Don't let your tax-saving strategy become a financial nightmare — discover the hidden pitfalls that could turn your 1031 exchange into a costly disaster.
By Daniel Goodwin Published
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From Entrepreneur to Retiree: Boosting Your Business' Value
When business owners contemplate retirement, their first step should be maximizing the value of their biggest asset. Here are a few steps that could help.
By Hilgardt Lamprecht, CFP®, CKA®, CExP™ Published