If building personal wealth matters to you, the assets you're creating deserve your attention. Careful proactive planning can minimize your exposure to capital gains and estate tax, and increase your protection from creditors and lawsuits.

Converting your home to a rental property and holding it as an investment asset may give you significant tax-saving opportunities, but at the cost of being a landlord.

When you’re ready to purchase a home, you will likely finance it with a mortgage. It is important to know your options and understand the process to properly assess your risks and position yourself for opportunities.

When you purchase a home, the hope is that the investment will grow, but it’s not without downsides and risks. Give careful consideration to whether buying a home will fit within your overall financial plan.

This four-part series answers the questions you may have, addresses common myths and concerns, provides critical insights about challenges and opportunities in real estate, and uncomplicates the process.

There are many factors to consider before deciding whether or not to sell your company stock. Look at the bigger picture, consider your long-term goals, and take a rational, evidence-based approach before moving forward.

When it comes to IPO stock, once you have a clear picture of what you want to accomplish, you will more clearly see the risk of holding a concentrated position versus the benefits of diversification.

The decision of whether or not to sell your IPO stock should start at a higher level. With the proper goals set, you can use the investment portfolio, and the company stock within it, as tools to achieve your goals.

IRS inflation adjustments are meant to ease federal taxes for taxpayers. It pays to know the most recent changes, which you can use to prepare for the 2020 tax year.

People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.