Building Wealth
The Kiplinger Building Wealth program handpicks financial advisers and business owners to share expert strategies to preserve and grow your wealth. These professionals, who never pay for inclusion on the site, include wealth managers, fiduciary financial planners, CPAs and lawyers.
Latest
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The Overlooked Generation: An Expert's Guide to How Gen X Can Finally Get Ahead
A perfect financial storm has been lashing this generation for years, but they still have time to get their retirement back on track with a few key moves.
By Leila Evans, CFP® Published
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Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?
This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings.
By David Blanchett, PhD, CFA, CFP® Published
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Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy
Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.
By Alex Astin, MBA, CEP®, IAR Published
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Are You Ready for the Emotional Side of Retirement?
Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way.
By Cliff Ambrose, CTS™, CAS® Published
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Four Ways to Help Prevent a Market Downturn From Scrambling Your Nest Egg
You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk.
By Nicholas Shaheen, CFP®, CIMA® Published
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Is Your Home Disaster-Ready? An Insurance Expert's Guide to Preparing for Storms and Fires
Homeowners can take these steps to protect their properties from hurricanes, tornadoes, wildfires and hail, while also potentially reducing their insurance costs.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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A Financial Adviser's Defense of Annuities: They're Just Misunderstood
Annuities can offer retirement income stability and security against market volatility, though some do have drawbacks. The key is to understand their features before buying.
By Victoria Larson, RICP® Published
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Diversification: An Investment Adviser's Guide to Why You Need It and How to Achieve It
How confident are you that your money will go the distance? Building a balanced portfolio can shore up your investments' long-term stability.
By Joseph Mateja Published
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How My Dad Taught Me the Compounding Returns of Fatherhood
As Father's Day approaches, I remember how my father's small acts of love and generosity added up over time and influenced my relationships with my own children, proving that the best investments can grow across generations.
By David Booth Published