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                            <title><![CDATA[ Latest from Kiplinger in Inheritance ]]></title>
                <link>https://www.kiplinger.com/retirement/inheritance</link>
        <description><![CDATA[ All the latest inheritance content from the Kiplinger team ]]></description>
                                    <lastBuildDate>Mon, 08 Jun 2026 09:35:00 +0000</lastBuildDate>
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                                                            <title><![CDATA[ Passing the Torch Without Burning Down the House: How to Master the Art of Family Business Succession ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/business/small-business/how-to-master-family-business-succession</link>
                                                                            <description>
                            <![CDATA[ You might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions. ]]>
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                                                                        <pubDate>Mon, 08 Jun 2026 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Small Business]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Business]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
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                                                                                                <author><![CDATA[ mmoore@barclaydamon.com (Mike Moore) ]]></author>                    <dc:creator><![CDATA[ Mike Moore ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/JVU6m6ENyytBoZeQMPwipH.jpg ]]></dc:description>
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                                                            <title><![CDATA[ Did You Max Out Your 401(k)? Congratulations: Here's How Saving So Well Could Backfire ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/taxes/tax-planning/maxed-out-401k-tax-implications</link>
                                                                            <description>
                            <![CDATA[ What looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster. ]]>
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                                                                        <pubDate>Sat, 30 May 2026 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                <author><![CDATA[ chris@mycgcapital.com (Christopher C. Giambrone, CFP®, AIF®) ]]></author>                    <dc:creator><![CDATA[ Christopher C. Giambrone, CFP®, AIF® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/53XtiBr8ynJtn23pEEPqzi.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A red balloon dollar sign hovers above a red tack.]]></media:description>                                                            <media:text><![CDATA[A red balloon dollar sign hovers above a red tack.]]></media:text>
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                                                            <title><![CDATA[ I'm a Financial Planner: This Is How Your Kids' Low Tax Bracket Can Wipe Out Your Capital Gains ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/taxes/tax-planning/gifting-kids-stock-to-wipe-out-your-capital-gains</link>
                                                                            <description>
                            <![CDATA[ Want to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account. ]]>
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                                                                        <pubDate>Sat, 30 May 2026 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                <author><![CDATA[ EBeach@exit59advisory.com (Evan T. Beach, CFP®, AWMA®) ]]></author>                    <dc:creator><![CDATA[ Evan T. Beach, CFP®, AWMA® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/KFX2WZerLRMwqoM8DMZcVM.jpg ]]></dc:description>
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                                                            <title><![CDATA[ How to Help Prevent Taxes From Taking a Massive Bite Out of a Special Needs Trust ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/taxes/tax-planning/how-to-reduce-taxes-on-a-special-needs-trust</link>
                                                                            <description>
                            <![CDATA[ If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that. ]]>
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                                                                        <pubDate>Fri, 29 May 2026 09:40:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                <author><![CDATA[ Info@ScottTuckerSolutions.com (Scott Tucker, Investment Adviser Representative) ]]></author>                    <dc:creator><![CDATA[ Scott Tucker, Investment Adviser Representative ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/59ggvPtnyPkFoLSJJ6tpYD.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A stack of hundred-dollar bills with a bite out of the corner.]]></media:description>                                                            <media:text><![CDATA[A stack of hundred-dollar bills with a bite out of the corner.]]></media:text>
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                                                            <title><![CDATA[ Protecting Your Noncitizen Spouse: The IRS Strategy for Cross-Border Couples ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/protecting-your-noncitizen-spouse-irs-strategy-for-cross-border-couples</link>
                                                                            <description>
                            <![CDATA[ Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy. ]]>
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                                                                        <pubDate>Thu, 28 May 2026 14:00:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                                    <dc:creator><![CDATA[ Donna LeValley ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/8UyQuDSkz4xXJaPT2v47m8.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Mature couple working from their living room.]]></media:description>                                                            <media:text><![CDATA[Mature couple working from their living room.]]></media:text>
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                                                            <title><![CDATA[ Suddenly Inherited Money? The Critical Steps You Need to Take First ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/suddenly-inherited-money-what-to-do-next</link>
                                                                            <description>
                            <![CDATA[ What you should do with an inheritance, even if it comes at the worst possible time. ]]>
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                                                                        <pubDate>Sat, 23 May 2026 10:05:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Family Savings]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[How To Save Money]]></category>
                                                                                                                    <dc:creator><![CDATA[ Janet Bodnar ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/i2e6YofrRMSQcwkPbAP8Kf.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A mature couple sits at a kitchen table with a laptop and papers.]]></media:description>                                                            <media:text><![CDATA[A mature couple sits at a kitchen table with a laptop and papers.]]></media:text>
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                                                            <title><![CDATA[ The 75% Safety Net: How All-Asset Retirement Planning Helps Reduce Your Investment Risks ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/how-an-all-asset-retirement-plan-reduces-investment-risks</link>
                                                                            <description>
                            <![CDATA[ You combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk. ]]>
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                                                                        <pubDate>Tue, 19 May 2026 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Annuities]]></category>
                                                    <category><![CDATA[Reverse Mortgages]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                    <category><![CDATA[Real Estate]]></category>
                                                                                                                    <dc:creator><![CDATA[ Jerry Golden, Investment Adviser Representative ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/eVAYUHeyxSWMrNMoRhfgRK.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A man holds three umbrellas, his back to the camera.]]></media:description>                                                            <media:text><![CDATA[A man holds three umbrellas, his back to the camera.]]></media:text>
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                                                            <title><![CDATA[ Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/investing/wealth-management/bridging-the-millennial-boomer-gap-in-financial-attitudes</link>
                                                                            <description>
                            <![CDATA[ Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track? ]]>
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                                                                        <pubDate>Sun, 26 Apr 2026 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                                    <dc:creator><![CDATA[ Valerie Wong Fountain, CFA® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/T4eSPWytQwZqmpgVoMMzMR.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Over-the-shoulder view of a tailor fitting a suit on a man.]]></media:description>                                                            <media:text><![CDATA[Over-the-shoulder view of a tailor fitting a suit on a man.]]></media:text>
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                                                            <title><![CDATA[ Does Your Retirement Plan Ignore Half of Your Net Worth? Here's How You Can Tap Your Housing Wealth for a More Robust Retirement ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/how-to-tap-housing-wealth-for-a-more-robust-retirement</link>
                                                                            <description>
                            <![CDATA[ Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash. ]]>
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                                                                        <pubDate>Tue, 07 Apr 2026 09:40:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Reverse Mortgages]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Real Estate]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                                    <dc:creator><![CDATA[ Jerry Golden, Investment Adviser Representative ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/eVAYUHeyxSWMrNMoRhfgRK.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older couple walk down the front walk outside their home, looking happy together.]]></media:description>                                                            <media:text><![CDATA[An older couple walk down the front walk outside their home, looking happy together.]]></media:text>
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                                                            <title><![CDATA[ Per Stirpes vs Per Capita: The Beneficiary Rules Most Families Have Never Heard Of ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/per-stirpes-vs-per-capita-beneficiary-rules</link>
                                                                            <description>
                            <![CDATA[ Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out. ]]>
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                                                                        <pubDate>Sun, 15 Mar 2026 09:45:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ notes@octavewm.com (Eric W. Bond) ]]></author>                    <dc:creator><![CDATA[ Eric W. Bond ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/YMdZdyaJveHsPxNftmEU4L.jpg ]]></dc:description>
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                                                            <title><![CDATA[ Inherited Money or Property? What You Need to Know Before Filing Your Taxes ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/inherited-money-or-property-what-to-know-before-filing-taxes</link>
                                                                            <description>
                            <![CDATA[ Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs. ]]>
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                                                                        <pubDate>Sat, 14 Mar 2026 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                <author><![CDATA[ daniel@hgfg.com (Daniel Razvi, Esquire) ]]></author>                    <dc:creator><![CDATA[ Daniel Razvi, Esquire ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/5ftLtnVyFtJKEE4FNBZivS.jpg ]]></dc:description>
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                                                            <title><![CDATA[ 5 Simple Steps to Financial Power for Every Woman, From a Financial Planner ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/personal-finance/simple-steps-to-financial-power-for-every-woman</link>
                                                                            <description>
                            <![CDATA[ Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence. ]]>
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                                                                        <pubDate>Fri, 13 Mar 2026 09:40:00 +0000</pubDate>                                                                                                                                <updated>Mon, 16 Mar 2026 14:50:03 +0000</updated>
                                                                                                                                            <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                                    <dc:creator><![CDATA[ Nicole Romito, CFP®, CDFA™ ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/ziMnf5822pivRRu9CTFu73.jpg ]]></dc:description>
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                                                            <title><![CDATA[ This Is How the 'Brady Bunch' Safety Net (aka a QTIP Trust) Protects Your Kids' Inheritance ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/how-a-qtip-trust-protects-your-kids-inheritance</link>
                                                                            <description>
                            <![CDATA[ If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage. ]]>
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                                                                        <pubDate>Fri, 13 Mar 2026 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ mpalmer@ark-wealth.com (Mike Palmer, CFP®) ]]></author>                    <dc:creator><![CDATA[ Mike Palmer, CFP® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/GqPDoELxJ9SQHgmY2BJrm4.jpg ]]></dc:description>
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                                                            <title><![CDATA[ Will Inheriting the Family Money Make You or Break You? ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/will-inheriting-the-family-money-make-you-or-break-you</link>
                                                                            <description>
                            <![CDATA[ Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall. ]]>
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                                                                        <pubDate>Fri, 06 Mar 2026 10:45:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Erin Wood, CFP®, CRPC®, FBS® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/yzthRSKZRGu8UQ39X2dic.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Shot of a young woman looking bored on brown sofa]]></media:description>                                                            <media:text><![CDATA[Shot of a young woman looking bored on brown sofa]]></media:text>
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                                                            <title><![CDATA[ The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/how-to-run-successful-estate-planning-family-meetings</link>
                                                                            <description>
                            <![CDATA[ Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama. ]]>
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                                                                        <pubDate>Thu, 05 Mar 2026 10:40:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ lernergroup@hightoweradvisors.com (Michael Schneider) ]]></author>                    <dc:creator><![CDATA[ Michael Schneider ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/4SjYipv5uonNYNJKiMkKM3.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Adult children and their parents spending some time together at home]]></media:description>                                                            <media:text><![CDATA[Adult children and their parents spending some time together at home]]></media:text>
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                                                            <title><![CDATA[ I'm a Financial Adviser: Silence Is Golden, But It Hurts Your Heirs More Than You Think ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/estate-plan-silence-hurts-your-heirs-more-than-you-think</link>
                                                                            <description>
                            <![CDATA[ Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans. ]]>
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                                                                        <pubDate>Sat, 28 Feb 2026 10:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Julie Virta, CFP®, CFA, CTFA ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/hZnyEYbwqsjPvYrRZSWmbf.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Pensive grandmother with family in background]]></media:description>                                                            <media:text><![CDATA[Pensive grandmother with family in background]]></media:text>
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                                                            <title><![CDATA[ Will Your Children's Inheritance Set Them Free or Tie Them Up? ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/will-your-childrens-inheritance-set-them-free-or-tie-them-up</link>
                                                                            <description>
                            <![CDATA[ An inheritance can mean extraordinary freedom for your loved ones, but could also cause more harm than good. How can you ensure your family gets it right? ]]>
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                                                                        <pubDate>Fri, 27 Feb 2026 10:40:00 +0000</pubDate>                                                                                                                                <updated>Fri, 06 Mar 2026 16:16:16 +0000</updated>
                                                                                                                                            <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Erin Wood, CFP®, CRPC®, FBS® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/yzthRSKZRGu8UQ39X2dic.jpg ]]></dc:description>
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                                                            <title><![CDATA[ These Thoughtful Retirement Planning Steps Help Protect the Life You Want in Retirement ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/retirement-planning-steps-to-protect-the-life-you-want</link>
                                                                            <description>
                            <![CDATA[ This kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection. ]]>
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                                                                        <pubDate>Thu, 12 Feb 2026 10:40:00 +0000</pubDate>                                                                                                                                <updated>Wed, 22 Apr 2026 21:06:19 +0000</updated>
                                                                                                                                            <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Charity]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                <author><![CDATA[ brian@brianskrobonja.com (Brian Skrobonja, Chartered Financial Consultant (ChFC®)) ]]></author>                    <dc:creator><![CDATA[ Brian Skrobonja, Chartered Financial Consultant (ChFC®) ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/sWLXwqjSoTTEK96EkWBBi6.png ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A couple take time to enjoy the sunset over the water while on a mountain hike.]]></media:description>                                                            <media:text><![CDATA[A couple take time to enjoy the sunset over the water while on a mountain hike.]]></media:text>
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                                                            <title><![CDATA[ Inherited an IRA? Don't Fall Into the 10-Year Tax Trap ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/inherited-ira-how-to-avoid-a-tax-trap</link>
                                                                            <description>
                            <![CDATA[ Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan. ]]>
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                                                                        <pubDate>Sun, 08 Feb 2026 10:40:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                                    <dc:creator><![CDATA[ Mike Palmer, CFP ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/GqPDoELxJ9SQHgmY2BJrm4.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Countdown number 10]]></media:description>                                                            <media:text><![CDATA[Countdown number 10]]></media:text>
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                                                            <title><![CDATA[ Don't Bury Your Kids in Taxes: How to Position Your Investments to Help Create More Wealth for Them ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/taxes/tax-planning/dont-bury-your-kids-in-taxes-create-more-wealth-for-them</link>
                                                                            <description>
                            <![CDATA[ To minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs. ]]>
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                                                                        <pubDate>Sat, 07 Feb 2026 10:50:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                <author><![CDATA[ chris@wealthshieldfinancial.com (Christopher Budd) ]]></author>                    <dc:creator><![CDATA[ Christopher Budd ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/hz42zGpJX73ojTeFMZC3JX.png ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Senior couple at home looking at paperwork with adult daughter]]></media:description>                                                            <media:text><![CDATA[Senior couple at home looking at paperwork with adult daughter]]></media:text>
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                                                            <title><![CDATA[ Want to Avoid Leaving Chaos in Your Wake? Don't Leave Behind an Outdated Estate Plan ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/update-your-estate-plans-to-avoid-leaving-chaos-in-your-wake</link>
                                                                            <description>
                            <![CDATA[ An outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when. ]]>
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                                                                        <pubDate>Wed, 04 Feb 2026 10:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Leslie Gillin Bohner ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/FSmxHiD6Ny6Wm9B8KXxwpk.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A middle-aged man looks stressed as he looks at his laptop at home.]]></media:description>                                                            <media:text><![CDATA[A middle-aged man looks stressed as he looks at his laptop at home.]]></media:text>
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                                                            <title><![CDATA[ I'm an Estate Planning Attorney: These Are the Estate Plan Details You Need to Discuss (And What to Keep Private) ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/estate-plan-details-you-need-to-discuss</link>
                                                                            <description>
                            <![CDATA[ Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't like to talk about money. What to do? ]]>
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                                                                        <pubDate>Tue, 27 Jan 2026 10:40:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ phil@reedlawplc.com (Phillip Reed, JD, CAPP™) ]]></author>                    <dc:creator><![CDATA[ Phillip Reed, JD, CAPP™ ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/rT9SPixuMCtmegH5ScrHAB.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Older parents with adult daughter sitting at table eating meal together]]></media:description>                                                            <media:text><![CDATA[Older parents with adult daughter sitting at table eating meal together]]></media:text>
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                                                            <title><![CDATA[ What Not to Do After Inheriting Wealth: 4 Mistakes That Could Cost You Everything ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/inheriting-wealth-mistakes-that-could-cost-you-everything</link>
                                                                            <description>
                            <![CDATA[ Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money could slip through their fingers. ]]>
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                                                                        <pubDate>Sun, 25 Jan 2026 10:40:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ info@oxfordadvisorygroup.com (Chris Dixon, RFC®) ]]></author>                    <dc:creator><![CDATA[ Chris Dixon, RFC® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/KGBxeMcpgpj9nY5sYM9XJE.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Number 4 written yellow on road traffic sign before blue sky.]]></media:description>                                                            <media:text><![CDATA[Number 4 written yellow on road traffic sign before blue sky.]]></media:text>
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                                                            <title><![CDATA[ When Can Tax Planning Be an Act of Love? This Family Found Out ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/tax-planning-upstream-gifting-capital-gains</link>
                                                                            <description>
                            <![CDATA[ How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer. ]]>
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                                                                        <pubDate>Wed, 14 Jan 2026 10:35:00 +0000</pubDate>                                                                                                                                <updated>Mon, 09 Mar 2026 17:54:49 +0000</updated>
                                                                                                                                            <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Capital Gains Tax]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                <author><![CDATA[ marketing@francisfinancial.com (Stacy Francis, CFP®, CDFA®, CES™) ]]></author>                    <dc:creator><![CDATA[ Stacy Francis, CFP®, CDFA®, CES™ ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/zQQqMzpMPKww2qzxwqpUCT.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Three generations of adult women smiling at the beach.]]></media:description>                                                            <media:text><![CDATA[Three generations of adult women smiling at the beach.]]></media:text>
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                                                            <title><![CDATA[ 6 Overlooked Areas That Can Make or Break Your Retirement, From a Retirement Adviser ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/overlooked-areas-that-can-make-or-break-your-retirement</link>
                                                                            <description>
                            <![CDATA[ If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life. ]]>
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                                                                        <pubDate>Sat, 03 Jan 2026 10:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Long-term Care]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                                    <dc:creator><![CDATA[ David Lukas, Investment Adviser Representative ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/UPS5cywwXVtvUMcnjcWZf3.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A triangle outlined in white with an exclamation point in the center against a yellow background.]]></media:description>                                                            <media:text><![CDATA[A triangle outlined in white with an exclamation point in the center against a yellow background.]]></media:text>
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                                                            <title><![CDATA[ Now That You've Built Your Estate Planning Playbook, It's Time to Put It to Work ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning-playbook-how-it-works</link>
                                                                            <description>
                            <![CDATA[ You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date. ]]>
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                                                                        <pubDate>Mon, 29 Dec 2025 10:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ notes@octavewm.com (Eric W. Bond) ]]></author>                    <dc:creator><![CDATA[ Eric W. Bond ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/YMdZdyaJveHsPxNftmEU4L.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older man wearing a martial arts black belt kneels and looks very focused and relaxed.]]></media:description>                                                            <media:text><![CDATA[An older man wearing a martial arts black belt kneels and looks very focused and relaxed.]]></media:text>
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                                                            <title><![CDATA[ How to Leave Different Amounts to Adult Children Without Causing a Rift ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/personal-finance/how-to-leave-different-amounts-to-adult-children-without-causing-a-rift</link>
                                                                            <description>
                            <![CDATA[ Here’s how to leave different amounts to adult children without causing a family rift. ]]>
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                                                                        <pubDate>Wed, 24 Dec 2025 16:00:00 +0000</pubDate>                                                                                                                                <updated>Mon, 29 Dec 2025 20:26:16 +0000</updated>
                                                                                                                                            <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                                    <dc:creator><![CDATA[ Julie Halpert ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/g9vVQdchJVE9qL7KfLT96m.png ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Shot of a happy family out on a morning walk together]]></media:description>                                                            <media:text><![CDATA[Shot of a happy family out on a morning walk together]]></media:text>
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                                                            <title><![CDATA[ I'm a Financial Planner: If You're Not Doing Roth Conversions, You Need to Read This ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/roth-iras/if-youre-not-doing-roth-conversions-you-need-to-read-this</link>
                                                                            <description>
                            <![CDATA[ Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs. ]]>
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                                                                        <pubDate>Sun, 14 Dec 2025 10:40:00 +0000</pubDate>                                                                                                                                <updated>Fri, 09 Jan 2026 22:00:07 +0000</updated>
                                                                                                                                            <category><![CDATA[Roth IRAs]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Retirement Plans]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                                    <dc:creator><![CDATA[ Matthew Blecker, CFP®, CFA® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/ZioiJEDGiLLPPe2g27d3JH.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A yellow caution triangle against a red background.]]></media:description>                                                            <media:text><![CDATA[A yellow caution triangle against a red background.]]></media:text>
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                                                            <title><![CDATA[ I'm a Wealth Planner: These 3 Steps Can See You and Your Heirs Through a Wealth Transfer ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/steps-to-see-you-and-your-heirs-through-a-wealth-transfer</link>
                                                                            <description>
                            <![CDATA[ Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves. ]]>
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                                                                        <pubDate>Thu, 27 Nov 2025 10:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                <author><![CDATA[ clientrelations@blueridgewealth.com (John Vandergriff) ]]></author>                    <dc:creator><![CDATA[ John Vandergriff ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/mXGYNUqZhnfZ2eUgSzZWvn.png ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older woman leads younger family members on a hike at sunset.]]></media:description>                                                            <media:text><![CDATA[An older woman leads younger family members on a hike at sunset.]]></media:text>
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                                                            <title><![CDATA[ Unwrapping Your Estate Plan for Your Kids: A Gift That'll Keep Giving Long After the Holidays ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/unwrapping-your-estate-plan-for-your-kids-the-best-gift</link>
                                                                            <description>
                            <![CDATA[ The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy. ]]>
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                                                                        <pubDate>Wed, 26 Nov 2025 10:40:00 +0000</pubDate>                                                                                                                                <updated>Wed, 26 Nov 2025 17:43:24 +0000</updated>
                                                                                                                                            <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Long-term Care]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Mallon FitzPatrick, CFP®, AEP®, CLU® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/SakxLE5M5v7UT5bBCYTbaW.png ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A gift wrapped in red with a silver bow.]]></media:description>                                                            <media:text><![CDATA[A gift wrapped in red with a silver bow.]]></media:text>
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                                                            <title><![CDATA[ How Women of Wealth Are Creating a New Model of Giving Through Family Offices ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/personal-finance/charity/women-of-wealth-create-new-model-of-giving-through-family-offices</link>
                                                                            <description>
                            <![CDATA[ Women who are inheriting wealth today are shifting from traditional philanthropy to creating sustainable systems to fund philanthropic gifts into perpetuity. ]]>
                                                                                                            </description>
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                                                                        <pubDate>Mon, 24 Nov 2025 10:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Charity]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                <author><![CDATA[ Admin@FiduciaryFO.com (Kathleen Grace, CFP®, CIMA®, MPrA) ]]></author>                    <dc:creator><![CDATA[ Kathleen Grace, CFP®, CIMA®, MPrA ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/oxak8yr6mWjHnZBUHqyPKH.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A wealthy older woman with her arms crossed stands with her back to several advisers behind her.]]></media:description>                                                            <media:text><![CDATA[A wealthy older woman with her arms crossed stands with her back to several advisers behind her.]]></media:text>
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                                                            <title><![CDATA[ Why Wills and Trusts Aren't Enough in the Great Wealth Transfer, From an Attorney Who Knows ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/wills-and-trusts-arent-enough-in-the-great-wealth-transfer</link>
                                                                            <description>
                            <![CDATA[ Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes. ]]>
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                                                                        <pubDate>Thu, 13 Nov 2025 10:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Leslie Gillin Bohner ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/FSmxHiD6Ny6Wm9B8KXxwpk.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A multigenerational family talks with a financial adviser at their dining room table.]]></media:description>                                                            <media:text><![CDATA[A multigenerational family talks with a financial adviser at their dining room table.]]></media:text>
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                                                            <title><![CDATA[ Seven Practical Steps to Kick Off Your 2026 Financial Planning ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/personal-finance/practical-steps-to-kick-off-2026-financial-planning</link>
                                                                            <description>
                            <![CDATA[ It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future. ]]>
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                                                                        <pubDate>Wed, 12 Nov 2025 10:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                <author><![CDATA[ slevin@wescott.com (Scott H. Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®) ]]></author>                    <dc:creator><![CDATA[ Scott H. Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/L6c2vXQWqYRNRsr5UZwHwQ.png ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Six stacks of coins topped with greenery and round wooden blocks with the year 2026. ]]></media:description>                                                            <media:text><![CDATA[Six stacks of coins topped with greenery and round wooden blocks with the year 2026. ]]></media:text>
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                                                            <title><![CDATA[ From Pets to Paintings: The Little Things That Can Cause Big Estate Trouble ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/pets-to-paintings-little-things-can-cause-big-trouble</link>
                                                                            <description>
                            <![CDATA[ Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help. ]]>
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                                                                        <pubDate>Sat, 08 Nov 2025 10:40:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ notes@octavewm.com (Eric W. Bond) ]]></author>                    <dc:creator><![CDATA[ Eric W. Bond ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/YMdZdyaJveHsPxNftmEU4L.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older couple smile while they sit on the porch and interact with their dog.]]></media:description>                                                            <media:text><![CDATA[An older couple smile while they sit on the porch and interact with their dog.]]></media:text>
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                                                            <title><![CDATA[ I'm a Financial Adviser: This Is Why Unmarried Same-Sex Couples Need an Estate Plan ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/why-unmarried-same-sex-couples-need-an-estate-plan</link>
                                                                            <description>
                            <![CDATA[ When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital. ]]>
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                                                                        <pubDate>Sat, 08 Nov 2025 10:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ Pat@Simaskolaw.com (Patrick M. Simasko, J.D.) ]]></author>                    <dc:creator><![CDATA[ Patrick M. Simasko, J.D. ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/eYPCVtAyKZc7iY5JX7f9JC.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A same-sex couple cuddle with their dog on the sofa at a vacation cabin.]]></media:description>                                                            <media:text><![CDATA[A same-sex couple cuddle with their dog on the sofa at a vacation cabin.]]></media:text>
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                                                            <title><![CDATA[ Your Estate Plan Isn't 'Done' Until You've Completed These Five Steps, From an Estate Planning Attorney ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/your-estate-plan-isnt-done-until-youve-completed-these-steps</link>
                                                                            <description>
                            <![CDATA[ Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan is effectively carried out. ]]>
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                                                                        <pubDate>Tue, 04 Nov 2025 10:35:00 +0000</pubDate>                                                                                                                                <updated>Thu, 19 Feb 2026 19:40:00 +0000</updated>
                                                                                                                                            <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Denise McClain, JD, CPA ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/SCoN2ySKF7JXAFexuVid5X.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A multigenerational family on a hike through a field.]]></media:description>                                                            <media:text><![CDATA[A multigenerational family on a hike through a field.]]></media:text>
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                                                            <title><![CDATA[ I'm a Financial Pro: This Is How You Can Guide Your Heirs Through the Great Wealth Transfer ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/how-to-guide-your-heirs-through-the-great-wealth-transfer</link>
                                                                            <description>
                            <![CDATA[ Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally. ]]>
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                                                                        <pubDate>Sun, 26 Oct 2025 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ Stephen B. Dunbar III, JD, CLU ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/Wfvh7G7Q6DU3gwtPoKKZeh.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A father and son talk at the dining room table.]]></media:description>                                                            <media:text><![CDATA[A father and son talk at the dining room table.]]></media:text>
                                <media:title type="plain"><![CDATA[A father and son talk at the dining room table.]]></media:title>
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                                                            <title><![CDATA[ Ten Ways Family Offices Can Build Resilience in a Volatile World ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/how-family-offices-can-build-resilience-in-a-volatile-world</link>
                                                                            <description>
                            <![CDATA[ Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations. ]]>
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                                                                        <pubDate>Wed, 22 Oct 2025 09:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                                    <dc:creator><![CDATA[ Tim Houghton ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/Y7m6WgQU7y3MuyhJQZPSAo.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[Financial advisers have a meeting in a conference room.]]></media:description>                                                            <media:text><![CDATA[Financial advisers have a meeting in a conference room.]]></media:text>
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                                                            <title><![CDATA[ The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/spendthrift-clause-trap-protect-your-legacy-from-an-irresponsible-heir</link>
                                                                            <description>
                            <![CDATA[ A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions. ]]>
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                                                                        <pubDate>Tue, 07 Oct 2025 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                                    <dc:creator><![CDATA[ H. Dennis Beaver, Esq. ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/MSWbW6fovAQikBrSmhSGpS.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A man&#039;s hand reaches for a very tall stack of cash.]]></media:description>                                                            <media:text><![CDATA[A man&#039;s hand reaches for a very tall stack of cash.]]></media:text>
                                <media:title type="plain"><![CDATA[A man&#039;s hand reaches for a very tall stack of cash.]]></media:title>
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                                                            <title><![CDATA[ Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges? ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/puzzles/quizzes/kiplinger-quiz-adviser-intel-september-30-2025</link>
                                                                            <description>
                            <![CDATA[ The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans. ]]>
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                                                                        <pubDate>Tue, 30 Sep 2025 16:45:00 +0000</pubDate>                                                                                                                                <updated>Wed, 01 Oct 2025 14:05:40 +0000</updated>
                                                                                                                                            <category><![CDATA[Quizzes]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Student Loans]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Puzzles]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[Credit &amp; Debt]]></category>
                                                    <category><![CDATA[Loans]]></category>
                                                                                                                    <dc:creator><![CDATA[ Kiplinger Staff ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/5CvXwMWWAAcBbQf3UCbHMh.png ]]></dc:description>
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                                                            <media:credit><![CDATA[Future]]></media:credit>
                                                                                                                                                                                                                                    <media:description><![CDATA[Kiplinger Puzzles Quiz Color Background]]></media:description>                                                            <media:text><![CDATA[Kiplinger Puzzles Quiz Color Background]]></media:text>
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                                                            <title><![CDATA[ I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/how-to-prevent-heirs-from-wasting-the-family-fortune</link>
                                                                            <description>
                            <![CDATA[ To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs. ]]>
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                                                                        <pubDate>Sat, 27 Sep 2025 09:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ lernergroup@hightoweradvisors.com (Michael Schneider) ]]></author>                    <dc:creator><![CDATA[ Michael Schneider ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/4SjYipv5uonNYNJKiMkKM3.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A young man celebrates as he throws money around.]]></media:description>                                                            <media:text><![CDATA[A young man celebrates as he throws money around.]]></media:text>
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                                                            <title><![CDATA[ Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/hidden-risks-of-retirement-account-beneficiary-forms</link>
                                                                            <description>
                            <![CDATA[ Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help avoid these issues. Here's how. ]]>
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                                                                        <pubDate>Mon, 15 Sep 2025 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ Pat@Simaskolaw.com (Patrick M. Simasko, J.D.) ]]></author>                    <dc:creator><![CDATA[ Patrick M. Simasko, J.D. ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/eYPCVtAyKZc7iY5JX7f9JC.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older woman sits on the sofa with her grandson as they read a book together.]]></media:description>                                                            <media:text><![CDATA[An older woman sits on the sofa with her grandson as they read a book together.]]></media:text>
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                                                            <title><![CDATA[ This Is How Life Insurance Can Fund Your Dreams Now ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/personal-finance/life-insurance/how-life-insurance-can-fund-your-dreams-now</link>
                                                                            <description>
                            <![CDATA[ Beyond a death benefit, life insurance can provide significant financial value and flexibility through 'living benefits' while you are still alive, helping with expenses like education, business ventures or retirement. ]]>
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                                                                        <pubDate>Mon, 15 Sep 2025 09:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Life Insurance]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Personal Finance]]></category>
                                                    <category><![CDATA[Insurance]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                                    <dc:creator><![CDATA[ Kevin Brayton, MBA ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/EcefChMCeuY9JAW6Cc2mQQ.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older business owner looks at his table in his coffee shop.]]></media:description>                                                            <media:text><![CDATA[An older business owner looks at his table in his coffee shop.]]></media:text>
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                                                            <title><![CDATA[ I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/how-to-ensure-your-family-keeps-the-wealth-youve-built</link>
                                                                            <description>
                            <![CDATA[ The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy. ]]>
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                                                                        <pubDate>Tue, 09 Sep 2025 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                <author><![CDATA[ brandon.summers@myfw.com (Brandon Summers) ]]></author>                    <dc:creator><![CDATA[ Brandon Summers ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/ShuNJvFuDonA839UhTSgbP.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A rolled wad of cash under a glass dome against a blue background.]]></media:description>                                                            <media:text><![CDATA[A rolled wad of cash under a glass dome against a blue background.]]></media:text>
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                                                            <title><![CDATA[ I'm an Estate Planner: Moving Family Assets to a Safe Haven Abroad Could Be a Huge Headache for Your Heirs ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/estate-planning/moving-assets-abroad-could-be-a-headache-for-heirs</link>
                                                                            <description>
                            <![CDATA[ In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves. ]]>
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                                                                        <pubDate>Fri, 22 Aug 2025 09:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                                    <dc:creator><![CDATA[ Martin Behn, J.D., TEP ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/FJirG5r6BDnuKnPq88yeqX.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A man massages his temples as if he has a headache while looking at his laptop.]]></media:description>                                                            <media:text><![CDATA[A man massages his temples as if he has a headache while looking at his laptop.]]></media:text>
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                                                            <title><![CDATA[ Prenups and Retirement Planning: Saying "I Do" In Later Life ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/prenups-and-retirement-planning-saying-i-do-in-later-life</link>
                                                                            <description>
                            <![CDATA[ Prenups aren't a traditional part of retirement planning, but for the growing number of over-65s getting remarried, they're an essential financial tool. ]]>
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                                                                        <pubDate>Thu, 31 Jul 2025 13:15:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Long-term Care]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                <author><![CDATA[ brianoco101@gmail.com (Brian O&#039;Connell) ]]></author>                    <dc:creator><![CDATA[ Brian O&#039;Connell ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/NzcotbJLTP6TL8sC2SvwgY.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older couple celebrate at their wedding.]]></media:description>                                                            <media:text><![CDATA[An older couple celebrate at their wedding.]]></media:text>
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                                                            <title><![CDATA[ Selling Your Business? This Powerful Insurance Option Unlocks Multigenerational Wealth ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/business/small-business/private-placement-life-insurance-unlocks-multigenerational-wealth</link>
                                                                            <description>
                            <![CDATA[ Private placement life insurance (PPLI) offers almost unbelievable investment flexibility, estate planning and tax advantages. And it's completely legit. ]]>
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                                                                        <pubDate>Mon, 28 Jul 2025 09:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Small Business]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Insurance]]></category>
                                                    <category><![CDATA[Business]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Personal Finance]]></category>
                                                                                                <author><![CDATA[ jamie.carroll@ballastrockpw.com (Jamie Carroll) ]]></author>                    <dc:creator><![CDATA[ Jamie Carroll ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/qcKicBitwYn276jyQkfE5B.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older business owner stands outside his coffee shop, ready for customers.]]></media:description>                                                            <media:text><![CDATA[An older business owner stands outside his coffee shop, ready for customers.]]></media:text>
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                                                            <title><![CDATA[ What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/a-financial-planners-guide-to-family-wealth-discussions</link>
                                                                            <description>
                            <![CDATA[ Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes. ]]>
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                                                                        <pubDate>Mon, 21 Jul 2025 09:30:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                                                                <author><![CDATA[ mbaker@canbyfinancial.com (Martin Baker, CFP®, CEPA®) ]]></author>                    <dc:creator><![CDATA[ Martin Baker, CFP®, CEPA® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/eui8rWBRGKF2paf3p55m9b.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[A father, grandfather and grandson look at financial paperwork together.]]></media:description>                                                            <media:text><![CDATA[A father, grandfather and grandson look at financial paperwork together.]]></media:text>
                                <media:title type="plain"><![CDATA[A father, grandfather and grandson look at financial paperwork together.]]></media:title>
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                                                            <title><![CDATA[ Seven Financial Considerations When Downsizing for Retirement ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/retirement-planning/financial-considerations-when-downsizing-for-retirement</link>
                                                                            <description>
                            <![CDATA[ With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look at taxes and intangibles. ]]>
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                                                                        <pubDate>Sun, 20 Jul 2025 09:35:00 +0000</pubDate>                                                                                                                                                                                                                                <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Wealth Creation]]></category>
                                                    <category><![CDATA[Real Estate]]></category>
                                                    <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Estate Planning]]></category>
                                                    <category><![CDATA[Tax Planning]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                    <category><![CDATA[Investing]]></category>
                                                    <category><![CDATA[Wealth Management]]></category>
                                                    <category><![CDATA[Taxes]]></category>
                                                                                                <author><![CDATA[ EBeach@exit59advisory.com (Evan T. Beach, CFP®, AWMA®) ]]></author>                    <dc:creator><![CDATA[ Evan T. Beach, CFP®, AWMA® ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/KFX2WZerLRMwqoM8DMZcVM.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An older couple talk with a Realtor in the kitchen of a house for sale.]]></media:description>                                                            <media:text><![CDATA[An older couple talk with a Realtor in the kitchen of a house for sale.]]></media:text>
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                                                            <title><![CDATA[ What to Do With an Inherited House ]]></title>
                                                                                                                                                                                                <link>https://www.kiplinger.com/retirement/inheritance/inherited-a-house-heres-what-to-do-with-it</link>
                                                                            <description>
                            <![CDATA[ Inheriting a property often brings a tough choice: keep it, rent it, or sell it? Here's what to consider. ]]>
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                                                                        <pubDate>Fri, 11 Jul 2025 13:15:00 +0000</pubDate>                                                                                                                                <updated>Tue, 31 Mar 2026 20:03:55 +0000</updated>
                                                                                                                                            <category><![CDATA[Inheritance]]></category>
                                                    <category><![CDATA[Retirement Planning]]></category>
                                                    <category><![CDATA[Real Estate]]></category>
                                                    <category><![CDATA[Retirement]]></category>
                                                                                                <author><![CDATA[ upnorthwriter@icloud.com (Kathryn Pomroy) ]]></author>                    <dc:creator><![CDATA[ Kathryn Pomroy ]]></dc:creator>                                                                <dc:description><![CDATA[ https://cdn.mos.cms.futurecdn.net/fSpmnh7rBdFGNQWX9sFiYM.jpg ]]></dc:description>
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                                                                                                                                                                                                                                    <media:description><![CDATA[An affluent mature couple standing in front of a home.  They are standing side by side with their arms around each other, looking over their shoulders at the camera.]]></media:description>                                                            <media:text><![CDATA[An affluent mature couple standing in front of a home.  They are standing side by side with their arms around each other, looking over their shoulders at the camera.]]></media:text>
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