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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How 401(k) Auto Portability Boosts Women's Retirement Savings
Women already face an uphill battle when saving for retirement. Auto portability tech transfers their 401(k)s when they change jobs, which can add up over time.
By Spencer Williams Published
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Why Gray Divorce Happens and Five Ways to Avoid It
Emotional intelligence is a key ingredient in a relationship's long-term success, and it can be learned or strengthened at any age. A psychologist explains how.
By Richard P. Himmer, PhD Published
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Four Times DIY Investors Should Talk to a Financial Adviser
While it's possible to manage investments without professional help, there are times when independent guidance from a professional may be invaluable.
By Evan T. Beach, CFP®, AWMA® Published
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Don't Veer Off Course at the First Sign of a Squall in the Markets
When markets go nuts and investor sentiment drops, you can keep your sanity by trusting in and sticking with your long-term plan.
By James Martielli, CFA®, CAIA® Published
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How Business Owners Can Prepare for a Terminal Diagnosis
The most important thing is readiness, whether the owner faces a life-changing diagnosis or an employee does.
By H. Dennis Beaver, Esq. Published
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Advisers, Take Note: How 2025 Social Security Changes May Impact Your Clients
What financial advisers might need to know to help their clients navigate Social Security in 2025.
By Jake Klima Published
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Social Security Is Taxable, But There Are Workarounds
If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your Social Security benefits.
By Todd Talbot, CFP®, NSSA, CTS™ Published
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Serious Medical Diagnosis? Four Financial Steps to Take
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes.
By Thomas C. West, CLU®, ChFC®, AIF® Published
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To Stay on Track for Retirement, Consider Doing This
Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement.
By Matt Green, Investment Adviser Representative Published