Investing
News, insights and expert analysis on investing from the team at Kiplinger.
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Why the Key Question in Retirement Planning Isn't About MoneyToday's retirement planning has a fundamental flaw: It focuses on how much money you need while ignoring the more important question — what you'll do with it.
By Richard P. Himmer, PhD
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7 Financial Steps to Take Before You File for a Gray DivorceContemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.
By David Abraham
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Annuities Can Have Tax Side Effects: Here's the AntidoteIf you hold money in a non-qualified annuity, the IRS will eventually come calling for its share of any gains. It pays to explore tax efficiency ahead of time.
By Darrick Priester
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Retirement Won't Make You as Happy as You Expect: Here's WhyHeard of the hedonic treadmill? It's the reason why feelings of happiness can be short-lived. How you manage it can be the key to a successful retirement.
By Andrew Rosen, CFP®, CEP
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Why Longevity Could Be Your Greatest Asset in RetirementTo ensure a fulfilling retirement, view longevity as an opportunity and maintain a balanced portfolio that accepts some risk while planning for substantial costs.
By Jay Sharifi
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Why 60/40 Portfolios Are Too Risky for Wealthy InvestorsThe 60/40 split could leave substantial portfolios exposed if stocks and bonds decline simultaneously. Accredited investors must take a new approach.
By Chris Wootton, ChFC®
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How High Earners Can Get Through the Income Tax MazeIncome tax rules are more complex than ever, even more so for those earning between $150,000 and $500,000. The solution? Active and intentional tax management.
By Scott Noble, CPA/PFS
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How to Work Out How Much Money You Really Need in RetirementRather than fixating on a savings goal, pre-retirees should focus on building an income strategy that accounts for actual expenses and can adapt to changes.
By Chris Cohan, ChFC, RMA
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The Best Municipal Bond ETFs to Buy NowTaxes can severely reduce the income a bond ETF produces. The best tax-free municipal bond ETFs can mitigate that impact on your portfolio.
By Tony Dong, MSc, CETF
