Building Wealth
Latest
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Can Money Buy You Happiness? Yes, It Can. However…
Having a higher income doesn't mean you also have enough of the other things that make you feel truly happy and wealthy (relationships, hobbies, time).
By Richard P. Himmer, PhD Published
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Roth Conversions: Convert Everything at Once or as You Go?
Two hypothetical examples of Roth conversions made at different times (all at once vs as you age) show a stark difference in what could be left for your beneficiaries.
By Mike Decker, NSSA® Published
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Four Unseen Icebergs That Could Sink Your Retirement Plan
Don’t be like the captain of the ‘Titanic’ and ignore warnings to be prepared for risks that lie ahead when planning for your retirement.
By Daniel Sullivan Published
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Want to Retire Abroad? Five Things to Know About Your Money
To prevent your retirement dream from becoming a nightmare, you should carefully consider the logistical and financial hurdles of retiring outside the U.S.
By Pam Krueger Published
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For Longevity Protection, Consider a QLAC
A qualifying longevity annuity contract, or QLAC, can help you define a better retirement for yourself by providing guaranteed lifetime income.
By Jerry Golden, Investment Adviser Representative Published
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Digital Estate Planning Guide: Get Your Digital Assets in Order
A digital estate plan lets your loved ones know what should happen to your email and social media accounts, photos and more after you’re gone.
By Justin Stivers, Esq. Published
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10 Good Reasons to Revisit Your Will
Life changes often, so taking a good look at your will every three to five years can ensure everything from beneficiaries to changes in the law are up to date.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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What to Do When You Have More Retirement Income Than You Need
These three options can help you allocate extra income in ways that don’t push you into a higher tax bracket or trigger extra taxes.
By Stephen B. Dunbar III, JD, CLU Published
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Opportunity Zone Investing Still Hot Despite Looming Sunset
Tax incentives and rise of niche fund strategies make the qualified opportunity zone program an attractive way to grow tax-free wealth.
By Daniel Goodwin Published