Estate Planning for Real Estate Investors

There are few trends in estate planning real estate investors need to be aware of.

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  • Helping Young Professionals Manage Wealth

    Financial advisers guiding young professionals should make sure their retirement plans aren't being shortchanged, and remember that estate planning is as important for them as it is for older clients, says Grant Webster, a financial planner at AKT Wealth Advisors.

  • There's More to Wealth Than Your Portfolio

    Investors need to observe all the factors in their total wealth allocations and adjust their portfolios accordingly based on nonfinancial assets.

  • Why Wealth Really Can't Buy Happiness

    Money, as we know, can lead to its fair share of woes. Sure, cash is king. It can buy organic food, the best schools and superior medical care. But some people believe money sucks. A bad attitude towards money won't help you get rich. In fact, it could make you poor! A Tom Corley study found that 98 percent of the poor are unhappy due to finances, compared to about 82 percent of the wealthy who claim happiness.

  • Why Aren't 30-Somethings Building Wealth?

    A recent study by the Urban Institute shows the net worth of today's 30-somethings is down 21 percent from what 30-somethings enjoyed in 1983. Why do younger generations today have difficulty building wealth and how can they reverse this trend?

  • Wealth Explained: Securities-Based Loans

    Wealth-management firms are seeing more clients taking out securities-based loans. Here's a look at how they work.

  • How to Speak to Children About Wealth

    Speaking to children about wealth can be tricky. Here are some tips on how to do it.

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    Wealth-management firms are seeing more clients taking out securities-based loans. Here's a look at how they work.

  • Wealth: Save for Retirement or College?

    Saving for retirement and a child's college education can be stressful. Here's how to approach it. Plus, what to do if you're a victim of tax identity theft. And, a look at 529 plans. Wealth Management at WSJ.com's Veronica Dagher reports.

  • Building Wealth the Old-Fashioned Way

    Follow these proven tips from Kiplinger's David Muhlbaum to put yourself on the road to riches.

  • Wealth Management Tips: Help for Emotional Spenders

    If a client is making most of their spending decisions based on their emotions, there are a few steps advisers can take to help.

  • Meeting Unique Planning Needs of Female Investors

    Women typically live longer than men, often have less saved for retirement and interact differently with financial planners, says Eve Kaplan of Kaplan Financial Advisors in Berkeley Heights, N.J. Unfortunately, some are also unprepared for the death of a spouse, she says.

  • Take Control Of Your Wealth

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Other Advice Videos


  • Ramsey Pryor on Why to Avoid Giving Prescriptive Advice

    In Chapter 11 of 16 in his 2014 Capture Your Flag interview, product management executive Ramsey Pryor answers "How Have You Learned to Give Better Advice When People Ask You for Help?" With time, Pryor learns to give less prescriptive advice. He learns from his children to give advice is more to be a sounding board and help others make a decision rather than to make a decision for others. Pryor is a product management executive at IBM focused on cloud-based collaboration.

  • Bryan Law on Seeking Advice to Make Better Decisions in Your 30s

    In Chapter 23 of 23 in his 2014 Capture Your Flag interview, business strategist Bryan Law answers "At This Point in Your Life, Where Are You Seeking Advice and Coaching?" Now in his thirties, Law shares how he gets advice from a network of people to make more informed decisions. From teacher mentors from Georgetown to an inspiring Angolan friend to his parents to his spouse, Law finds willing people to support him as he faces key life decisions.

  • Louise Langheier on Two Ways to Give Better Career Advice

    In Chapter 7 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Langheier shares two ways she has learned to give better advice. The first is honing in on the specific question the person seeking advice is really trying to answer. The second is appreciating the learning experience that comes with being asked to give advice.

  • Rihanna's Creative Director Got Career Advice From a Horse

    Think of the best career advice you ever received. Who gave it to you? Your mom? Your mentor? Ahem, your favorite website? Well, Ciarra Pardo, best known as Rihanna's creative director, got her best advice ever from her horse.

  • Conrad Doucette on Giving Better Advice When Asked for Help

    In Chapter 17 of 17 in his 2013 Capture Your Flag interview, musician and digital strategist Conrad Doucette answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Doucette puts himself in the shoes of the person asking for advice. In his younger years he would have dispensed advice based on his point of view rather than the perspective of the person asking for advice. Conrad Doucette is a Brooklyn musician and the drummer for the band Takka Takka.

  • Most Advisers Aren't Afraid of "Robo" Advice

    Online investment services aren't just for young clients and low-balance accounts; "robo" advice can help any wealth advisory firm grow, says Bernie Clark, the head of Schwab Adviser Services. "Robo" advice is complementary and an opportunity, Mr. Clark says.

  • The Making of Me: Life Advice from Successful and Inspiring Women

    5 remarkable women share their stories in Glamour’s new series, “The Making of Me.” Whether you’re starting over or starting your own business, trying to balance work and motherhood, or searching to uncover your true passion in live, you’ll find inspiration and advice as these women reveal their journey to becoming who they are today.

  • Mark Graham on Essential Advice Every Intern Needs to Know

    In Chapter 14 of 15 in his 2013 Capture Your Flag interview, media executive Mark Graham answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Graham shares what he does to counsel interns on how to build career skills in an internship and get a full-time job working in media and entertainment. He shares the importance of making connections and keeping in touch with your professional network. Additionally, he shares the importance of saying yes and taking initiative.