Building Wealth
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Why You Shouldn’t Ignore Investing in Commodities
Investors can help reduce risk, hedge against inflation and diversify their portfolio by investing in commodities, such as gold, silver and copper.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
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What Is Absolute Return Theory? Three Ways You Can Try It
Most investors are familiar with tracking an index for relative returns. Absolute return theory is a more intentional and sophisticated approach to investing.
By Mike Decker, NSSA® Published
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10 Tax Forms Retirees Receive and What They Mean
Knowing what you’re getting and why is important so you can ensure that you or your tax preparer have what’s needed to file your taxes.
By Evan T. Beach, CFP®, AWMA® Published
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Falling in Love? Three Money Conversations to Have Soon
Talking about dreams and goals, savings and debt and more before making a bigger commitment can help couples head off future financial disagreements.
By Christian Mitchell Published
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Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you’re covered on everything from taxes to health care expenses to what happens to your estate when you’re gone.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Four Tips to Get Your Financial Wellness in Shape
You don’t have to achieve financial peace of mind all at once, but budgeting, setting goals, protecting against risk and saving for retirement can get you there.
By Salene Hitchcock-Gear, President of Prudential Individual Life Insurance Published
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Perplexed by the Gift Tax? Here Are Answers to 10 Common Questions
taxes Generous gifts can sometimes come with tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By Joelle Spear, CFP® Last updated
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Why Ground Lease REITs Are Building in Popularity
As more property owners in need of liquidity use ground leases to unlock capital, real estate investors could reap the rewards.
By Jim Small Published
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Five Tax Breaks Business Owners Might Not Know About
Did you know you could get a break on your company’s taxes by hiring your kids? Read on for more strategies to help you lower your business’ taxes.
By David Faulkner, CFP®, RICP® Published