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 Private Capital Could Be the Key to Rebuilding America
Private capital investment in infrastructure could be a more efficient and effective alternative to government funding, potentially stimulating the economy during uncertain times, creating jobs and delivering projects on time and within budget.
By Bob Hellman Published
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Real Estate Bridge Funds: An Expert Guide to Investing in a Volatile Market
Investors looking for passive income are buying into these funds, which offer capital to borrowers for short-term financing.
By Edward E. Fernandez Published
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Bill Bought a Fridge, and Then His Nightmare Began
A Lowe's customer reached out to me after he encountered the retailer's 48-hour return window for major appliances when his brand-new fridge turned out to be defective.
By H. Dennis Beaver, Esq. Published
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Savvy Marketing Tips for Financial Pros From a Financial Pro
These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and production.
By Matt Neuman Published
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A Wealth Adviser's Seven Savvy Tips on Alternative Investments
Before taking the leap into investments outside the usual realm of stocks and bonds, make sure you take these seven points into consideration.
By David M. McInnis, MBA, CFP®, CIMA® Published
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What to Do After Losing Your Spouse: An Expert Guide
Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you need to know about gathering documents and contacting government agencies and financial institutions.
By Julia Pham, CFP®, AIF®, CDFA® Published
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I'm a Financial Planner: This Is the Key to Successful Retirement Planning
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.
By Andrew Rosen, CFP®, CEP Published
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Summer Is Made for Sun, Fun … and Estate Planning Conversations
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.
By Eric W. Bond Published
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Don't Have an Estate Plan? Six Things That Could Go Very Wrong
Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.
By Walt West Published