Building Wealth
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You Can Now Invest in Hot Private Tech Companies: Should You?
The launch of a fund composed of 23 of the hottest private tech companies hit the ground running with investors, but a wait-and-see approach might be prudent.
By Thomas Ruggie, ChFC®, CFP® Published
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Are You Rich? U.S. Net Worth Percentiles Can Provide Answers
personal finance See the U.S. net worth percentiles and what Americans think is the magic number for them to be considered rich.
By Neale Godfrey, Financial Literacy Expert Last updated
personal finance -
Estate Planning in Six Manageable Steps
Getting started on your estate plan can be daunting. Breaking the process down into these six smaller tasks can help you avoid getting overwhelmed.
By Patrick M. Simasko, J.D. Published
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Six Strategies for Retiring on a Fixed Income
When your paychecks quit rolling in, will you be OK? Run through this pre-retirement checklist to see how ready you really are for life on a fixed income.
By Kevin Brauer, MBA, CPA, CMA Published
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Own a Business? Beware of False Friends
These words don’t mean what you might think they mean in another language. Some brands have learned that lesson the hard way.
By H. Dennis Beaver, Esq. Published
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Why Retail Investors Are Embracing Private Markets
A growing shift toward private equity funds and private companies is poised to redefine the traditional boundaries of the investment landscape.
By Adam Lampe Published
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What Is Probate, and Who Has to Deal With It?
The probate process can be a long and expensive journey for heirs. Real estate, cars and even art often trigger probate, but other assets get a free pass.
By Patrick M. Simasko, J.D. Published
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Why Your Business Shouldn’t Be Your Only Retirement Plan
You can’t depend on selling your company for big bucks to fund your dream retirement. Instead, consider these three smart saving, investing and succession tips.
By Stephen B. Dunbar III, JD, CLU Published
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Do You Fear an IRS Audit? You Shouldn't if You Do Your Homework
If you document everything, there’s no reason to freak out if the IRS audits you. Audits are mostly about seeking documentation, not making accusations.
By Matthew Chancey, CFP® Published