Building Wealth
Latest
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Three Reasons I’m Bullish on Water, and You Should Be, Too
The U.S. government is heavily investing in water infrastructure, and that’s just one reason to dip your toe into investing in water.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
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Should a Donor-Advised Fund Be Part of Your Estate Plan?
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.
By Tracy Craig, Fellow, ACTEC, AEP® Published
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In Gray Divorce, Two Financial Planning Yardsticks Are Key
Watching your budget helps you reduce unnecessary expenses, and keeping an eye on your net worth as it rebuilds can provide a psychological boost.
By Andrew Hatherley, CDFA®, CRPC® Published
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How Quitclaim Deeds Can Cause Estate Planning Catastrophes
A lot can go wrong (including inadvertent law-breaking) if you choose to go the easy route rather than using a trust to transfer real estate to your child.
By Rustin Diehl, JD, LLM Published
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When Should You Start Social Security Benefits? It Depends
The answers to these five questions can help you determine when it’s a good time to file for Social Security. The timing is different for everyone.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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How Your Home Can Fill Gaps in Your Retirement Plan
If you have gaps in your plan for retirement income, you might consider adding the value of your home to your planning.
By Jerry Golden, Investment Adviser Representative Published
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Read This Before You Sign a Letter of Intent
An older couple received a letter of intent, or LOI, about land a solar company wanted to lease, but it exhibited some valuable-to-know red flags.
By H. Dennis Beaver, Esq. Published
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Even if NFT Demand Returns, It’s Best to Collect What You Love
People’s genuine interest in a collectible is always a better indicator of what’s worth the price tag and what isn’t.
By Thomas Ruggie, ChFC®, CFP® Published
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Should You Invest in CDs? What to Consider
Before putting your money in a certificate of deposit (CD), you should know why banks issue them, how they are used and how they are priced.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published