Building Wealth
Latest
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Four Reasons to Buy When You Downsize for Retirement
Buying your retirement home, rather than renting it, grants you stability, control, possible tax benefits and a very handy inflation hedge.
By Evan T. Beach, CFP®, AWMA® Published
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Five Strategies for Maximizing Your Business' Profitability
Setting your business up for long-term success, rather than just short-term profits, requires focusing on customers, operations, marketing and more.
By Justin Goodbread, CFP®, CEPA, CVGA Published
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Want to Write a Book? An Expert Shares What You Need to Know
Professional ghostwriter poses some important questions that any would-be author might want to consider before diving into such a challenging task.
By H. Dennis Beaver, Esq. Published
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Non-Qualified Annuities: Should Retirees Think Twice?
A twist many don’t see coming is that earnings from non-qualified annuities are taxed as ordinary income rather than at more favorable capital gains tax rates.
By Douglas Kuring, CFP® Published
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Four Options for Saving for Your Newborn’s Future
Different types of accounts have different rules, but all serve the purpose of helping your child get a head start on their financial future.
By Kevin Webb, CFP® Published
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Three Ways to Reduce Taxes on Your Investment Earnings
Proactive tax planning using these strategies could help you keep more of your hard-earned money, now and in the future.
By David McGill Published
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How to Ride the Waves of Interest Rates and Inflation
Asking yourself 'why' you feel the need to make a change in your investment strategy is a good way to help you decide whether you actually need to make a change.
By Isaac Morris Published
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Estate Plan Check-Ups: Don’t Just Set It and Forget It
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure it’s in good shape for when it’s needed.
By Justin Stivers, Esq. Published
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Layoffs Could Be Coming: What if You’re Near Retirement?
Here are some steps you can take to prepare in case you lose your job, as well as what you can do if you find yourself out of a job near retirement.
By Tony Drake, CFP®, Investment Advisor Representative Published