Building Wealth
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While Winding Down From the Holidays, Many Wind Up for Divorce
January is known as Divorce Month for a reason. Here's how women in particular can protect their financial future, especially when going through a gray divorce.
By Neale Godfrey, Financial Literacy Expert Published
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11 Questions to Ask When Choosing a Fiduciary Adviser
How a potential financial adviser responds to these questions can help you decide whether they're the right choice for you and your financial future.
By Jon Melton, MDRT and CORT Member Published
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What's the Key to a Happy Retirement for a Couple?
Retired couples spend lots of time together. Without the distractions of work and raising kids, miscommunication can cause trouble. Here's a way to avoid that.
By Richard P. Himmer, PhD Published
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Investing for Charitable Giving: Discipline Reaps Rewards
Consider doing nothing when markets get volatile, rather than shifting your charitable investing strategy in the moment.
By Mark Froehlich, CPA, MBA Published
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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
required minimum distributions (RMDs)