5 Generational Money Taboos That Must Die

PLUS: Complaints that Get Results [VIEW IN BROWSER]( [Kiplinger Special Report]( BUILDING WEALTH [5 Generational Money Taboos That Must Die]( Sorry, Mom and Dad. Some of your long-held financial truisms really aren’t all that true, and they’re no longer helpful. So dump them, and follow these useful mantras from Julia Pham of Halbert Halgrove instead. Plus: [7 Financial Don’ts for Every Millennial]( [READ MORE]( [Complaints that Get Results (and Replies that Win You Customers)]( Not happy? A couple of simple steps will help get your complaint noticed, according to consumer attorney H. Dennis Beaver. And if you’re on the receiving end of a complaint, how you craft your response can make a big difference, too. Plus: [11 Reasons You Don't Want to Retire in Florida]( [READ MORE]( SPONSORED CONTENT FROM LENDINGTREE [Act Now - Refi Rates Are Starting To Rise]( [These are Your 3 Financial Advisors in Your Area]( These rates won’t stay like this forever, so act now. Even if you’ve only been in your home for a few years, it’s worth at least looking into. See if you can end the year with a better mortgage than the one you started it with. [READ MORE]( [Strategies for Roth IRAs You May Not Have Thought Of (Yet)]( Most people think of the obvious tax benefits Roth IRAs offer, but these accounts have some less-obvious advantages that savvy savers – whether young and just starting out or newly retired – can tap into as well, according to Chad Chubb of WealthKeel. Plus: [When and Why You Might Consider a Strategic Roth Conversion]( [READ MORE]( [Ever Dream of Having a Building Named After Yourself?]( Gifting through a private foundation can offer naming rights advantages, generally without the worry of breaking the strict self-dealing rules set by the IRS – if you do it right. Jeffrey D. Haskell and Jennifer E. Bruckman of Foundation Source explain. Plus: [5 Charitable Surprises about High-Net-Worth Families]( [READ MORE]( [Investment Strategies for the 4 Stages of the Economic Cycle]( The U.S. economy is cyclical in nature, surging ahead and pulling back in waves over time. Investors’ portfolios need to change with the rise and the fall of that economic tide. Sean Burke of Stuart Estate Planning Wealth Advisors outlines how to go with the flow. Plus: [The 100 Most Popular Mutual Funds for 401(k) Retirement Savings]( [READ MORE]( SPONSORED CONTENT FROM SMARTASSET [Hire a Pro: Compare 3 Financial Advisors Near You]( Ready to kick your retirement plan into high gear? Compare fiduciary financial advisors in your area. [READ MORE]( ALSO ON KIPLINGER [Even the Experts Can’t Figure Out How to Plan for Retirement Income]( [Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things]( [Prosper From the Latest Insights From Practicing Financial Pros in Kiplinger's Building Wealth E-Newsletter -- Free]( [Kiplinger] [Facebook]( [Twitter]( [LinkedIn]( Send this to a friend. [Click here.]( All content ©2021 The Kiplinger Washington Editors 1100 13th Street, NW, Suite 1000 Washington, D.C. 20005 Thank you for subscribing to Building Wealth, a free weekly e-newsletter where financial pros across the country share best practices and fresh tactics to preserve and grow your wealth. If you ever wish to stop receiving this service, please [click here to unsubscribe](.