Building Wealth
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Three Ways to Help Create Financial Stability for a Widow
Loss of a spouse often leads to financial insecurity in retirement. These strategies can help ensure financial stability for the surviving spouse.
By Nick Bour, CAPP™, IRMAACP™ Published
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How to Embrace Personal Growth After a Gray Divorce
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever.
By Andrew Hatherley, CDFA®, CRPC® Published
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Three 'Yellowstone' Estate Planning Lessons
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
By John M. Goralka Published
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Claim It Early or Delay? When to Start Taking Social Security
Timing is everything when it comes to starting Social Security. Here are the top reasons why people choose to delay or take it early, according to one expert.
By Matt Johnson, CPA, NSSA Published
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One Simple Tip for Planning the Three Stages of Retirement
Dreading the idea of retirement? This planning technique for the 'go-go, slow-go and no-go years' can lessen the worry and help you save efficiently.
By Joel V. Russo, LUTCF Published
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Digital Asset ETFs: A Less Risky Way to Invest in Crypto?
There's a growing appetite for new ETFs that make it easier to invest in cryptocurrency, including bitcoin. But investors should still proceed with caution.
By Shane W. Cummings, CFP®, AIF® Published
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Why I Love Roth IRAs and Roth Conversions
Roth IRAs Roth IRAs truly are a gift from the government, and now is a great time to take Uncle Sam up on them. Here’s why.
By Joe F. Schmitz Jr., CFP®, ChFC® Last updated
Roth IRAs -
Do You Feel Like Somebody's Watching You? It's Your Car
What's worse, you gave your vehicle manufacturer permission to watch you — no matter what you're doing. What are the car companies doing with that information?
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Three Possible Tax Impacts for Retirees Under Trump
How might a second Trump term affect your tax bill in retirement — or the inheritance tax bill for your heirs? This pro has three predictions.
By Evan T. Beach, CFP®, AWMA® Published