Building Wealth
Latest
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Five Ways to Harness Your Financial Firepower in the Year of the Dragon
As the Year of the Dragon kicks off, consider looking to the dragon’s strong passionate and creative attributes to help guide your financial year.
By Marguerita M. Cheng, CFP® & RICP® Published
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Provenance Plays a Vital Role in Car Collecting
A car owner’s celebrity status can make or break the value of a collector vehicle — collectors should keep an eye on cultural trends but block out hype.
By Thomas Ruggie, ChFC®, CFP® Published
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Can You Collect Social Security if You’re Still Working?
Yes … but you probably shouldn’t. If you make more than the Social Security Administration’s earnings limit before full retirement age, you could lose benefits.
By Evan T. Beach, CFP®, AWMA® Published
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Caring for Your Aging Parents: A Seven-Step Guide
Caring for aging parents can be draining, but knowing where everyone stands and having critical things in place can at least make the process less stressful.
By Andrew Rosen, CFP®, CEP Published
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Before You Retire, Consider These Five Questions
Thinking ahead about what you'll do, how you’ll withdraw from retirement accounts and how you’ll manage health care can save you time and money over the long term.
By Mike Palmer, CFP Published
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Five Big Estate Planning Mistakes and How to Avoid Them
Improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don’t forget to include your pets!
By Allison L. Lee, Esq. Published
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Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
By Evan T. Beach, CFP®, AWMA® Published
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Four Reasons to Tap Opportunity Zones Before They Expire
As a provision in the Tax Cuts and Jobs Act, opportunity zones could sunset at the end of 2026, but there’s still time to maximize major tax benefits.
By Daniel Goodwin Published
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Is Your Estate Ready if You Experience Cognitive Decline?
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.
By Patrick M. Simasko, J.D. Published