Building Wealth
Latest
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What Happens if You Die Without a Will?
An elder law attorney explains the importance of a last will and testament, beneficiary designations and other critical estate planning issues.
By Patrick M. Simasko, J.D. Published
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How to Age-Proof Your Career as Workplace Ageism Increases
Diversifying your networking, staying on top of advances (tech and otherwise) and sharing what you know can help protect you against age discrimination.
By Terry Weber Published
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For a Good Time Managing Your Money, Call on These Apps
Budgeting Budgeting, saving and getting out of debt aren’t normally associated with fun, but these eight apps aim to make personal finance less of a grind for you.
By Marguerita M. Cheng, CFP® & RICP® Last updated
Budgeting -
Thinking of Getting a Pet? What Costs to Expect
In addition to receiving lots of unconditional love, you should be prepared for vet bills and lots of pet supplies. Also, did we mention the unconditional love?
By Vincent Birardi, CFP®, AIF®, MBA Published
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Three Steps for Couples Navigating the Money Maze
Whether you’re combining your finances or keeping them separate, being on the same page and communicating often and regularly are key.
By Kelli Kiemle, AIF® Published
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
By Josh Leonard, Investment Adviser Published
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Why Can’t You Ever Use Your Timeshare?
If you find yourself with a timeshare that never seems available to you, that could be because your bookings are competing with non-timeshare-owning customers.
By H. Dennis Beaver, Esq. Published
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If You’re Retired, Do You Still Need Life Insurance?
It depends, but in general people tend to be underinsured early in life and overinsured later in life. Before making any decisions, get a needs analysis.
By Evan T. Beach, CFP®, AWMA® Published
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How to Get on the Same Financial Page as a Couple
Starting with knowing where your significant other is coming from and why can help you address your money differences as a couple.
By Kelly Gallimore, ChFC®, CES® Published