Building Wealth
Latest
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Beware of 'Buy a Business' Coaching Scams
Just because someone says they can make you rich by helping you buy the business of your dreams doesn’t mean they actually have the expertise to do that.
By H. Dennis Beaver, Esq. Published
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How Are Annuity Withdrawals Taxed?
annuities Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.
By Ken Nuss Last updated
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What You Need to Know About Taxes in a Gray Divorce
If you're not careful about how assets are divided or sold, you could get hit with a big tax bill.
By Andrew Hatherley, CDFA®, CRPC® Published
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Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
By Gaby C. Mechem Published
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Is Downsizing Right for Your Retirement?
The lower costs of a smaller home in retirement might sound appealing, but be ready for the trade-offs that come with making this big decision.
By Lena McQuillen, CFP® Published
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Three Tips for Managing Your Election-Related Stress
As Election Day approaches fast, consider taking some steps to keep your anxiety and expectations under control.
By Dennis D. Coughlin, CFP, AIF Published
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Market Dips Can Be Retirement Busters: Ways to Guard Yourself
It's harder for retirees to bounce back from stock downturns, so you need an income strategy (and a portfolio) that's resilient.Chris
By Chris Morrison, RICP® Published
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
By David Carlson, J.D. Published
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Market Downturns Have Upsides: How to Take Advantage
One of the biggest benefits of a market downturn involves shifting market losers into a Roth IRA account to save big-time on taxes in retirement.
By Alex Astin, MBA, CEP®, IAR Published