<![CDATA[ Latest from Kiplinger in Wealth-management ]]> https://www.kiplinger.com/investing/wealth-management Tue, 19 May 2026 09:35:00 +0000 en <![CDATA[ The 75% Safety Net: How All-Asset Retirement Planning Helps Reduce Your Investment Risks ]]> https://www.kiplinger.com/retirement/retirement-planning/how-an-all-asset-retirement-plan-reduces-investment-risks HxnJdoMPLLkVszpiR64EA8 Tue, 19 May 2026 09:35:00 +0000 <![CDATA[ How to Avoid Getting Ripped Off by an Extended-Warranty Auto Contract ]]> https://www.kiplinger.com/personal-finance/car-insurance/dont-get-ripped-off-by-an-extended-warranty-auto-contract 2ybsspjn7Qci9cY6yFWLpV Tue, 19 May 2026 09:30:00 +0000 <![CDATA[ I'm a Financial Planner: My 2 Key Rules for Investing Work Even When the Markets Are in a Tizzy ]]> https://www.kiplinger.com/investing/key-rules-for-investing-when-markets-are-volatile T744sKBCifoubzELBsJDN9 Mon, 18 May 2026 09:40:00 +0000 <![CDATA[ A 1031 Exchange May Look Great for You on Paper, But It's Not Just About Taxes ]]> https://www.kiplinger.com/taxes/tax-planning/a-1031-exchange-isnt-just-about-taxes ufugCFdpMJNh7CH2MisBh8 Mon, 18 May 2026 09:35:00 +0000 <![CDATA[ I'm a Financial Planner: This Is Why a Sounding Board Is as Important as Hitting Your Savings Goal (And It's Never Too Late to Seek Guidance) ]]> https://www.kiplinger.com/retirement/retirement-planning/a-sounding-board-is-as-important-as-hitting-your-savings-goal 9x8XbUufrDYLcpKvVbYQUM Mon, 18 May 2026 09:30:00 +0000 <![CDATA[ 3 Ways to Potentially Avoid Falling Into a Tax Trap in Retirement, From a Financial Adviser ]]> https://www.kiplinger.com/taxes/tax-planning/retirement-tax-trap-how-to-avoid-it 3TVg2AE4DFezJB69yRUZhF Sun, 17 May 2026 09:40:00 +0000 <![CDATA[ AI Could Derail Everything from Global Financial Systems to Online Privacy: Would You Be Vulnerable to an Attack? ]]> https://www.kiplinger.com/personal-finance/ai-risks-to-global-financial-systems-and-online-privacy xqYSkYgbyJak5DCDdr4WFS Sun, 17 May 2026 09:35:00 +0000 <![CDATA[ The Truth About 'Top Producers': What You Should Know Before You Choose a Financial Professional ]]> https://www.kiplinger.com/retirement/retirement-planning/the-truth-about-financial-advice-from-so-called-top-producers YU3KRDBZ6gCdw38KBVdbJ Sun, 17 May 2026 09:30:00 +0000 <![CDATA[ 7 Investing Secrets to Maximize Your Wealth ]]> https://www.kiplinger.com/investing/wealth-creation/secrets-to-maximize-your-wealth rvLp6Th9pKfQZXUGpTvuRw Sat, 16 May 2026 10:15:00 +0000 <![CDATA[ Is a Roth Conversion Just Not That Into You? Here's When It's a Perfect Match (and When It Isn't) ]]> https://www.kiplinger.com/taxes/tax-planning/when-a-roth-conversion-is-a-perfect-match iiqiwpE6djvb5fF2eW5WCC Sat, 16 May 2026 09:35:00 +0000 <![CDATA[ The First 5 Years After a Salary Jump: How to Handle a Pay Raise Without Buying a Life You Can't Afford ]]> https://www.kiplinger.com/personal-finance/how-to-handle-a-higher-salary-without-overspending 7PcuvNZTvKUJ6dFLvVCurK Sat, 16 May 2026 09:30:00 +0000 <![CDATA[ I'm an Insurance Pro: What You Can Do to Save Yourself Some Moola as the Insurance Market Shifts ]]> https://www.kiplinger.com/personal-finance/insurance/good-time-to-shop-around-for-insurance-save-money vGL2ZxofXQaRAed2RZ8v9A Fri, 15 May 2026 09:35:00 +0000 <![CDATA[ I'm a Divorce Lawyer: A Rushed Gray Divorce Can Quietly Destroy Your Retirement — Slow Down and Focus on These Details ]]> https://www.kiplinger.com/retirement/retirement-planning/a-rushed-gray-divorce-can-quietly-destroy-your-retirement ywTpaaax9JJrFWwDhEaQy3 Fri, 15 May 2026 09:30:00 +0000 <![CDATA[ Why the 60/40 Portfolio Is Flatlining: This Is How Alternatives Can Resuscitate It ]]> https://www.kiplinger.com/investing/how-alternative-investments-can-save-the-60-40-portfolio FjK7Veb4wAy4iVop5ibgJD Thu, 14 May 2026 09:45:00 +0000 <![CDATA[ Feel Like You're Not Measuring Up Financially in 2026? You Might Be Using the Wrong Ruler ]]> https://www.kiplinger.com/personal-finance/not-measuring-up-financially-what-to-consider Lxbv5L5PN6wU8rba9Wh3ah Thu, 14 May 2026 09:40:00 +0000 <![CDATA[ I'm a Portfolio Manager: The Market is Awash With ETFs, But This Variation May Give Advisers and Clients the Edge ]]> https://www.kiplinger.com/investing/etfs/this-etf-variation-may-give-advisers-and-clients-the-edge BFAcmF2Tf33PMWHj8DLewW Thu, 14 May 2026 09:35:00 +0000 <![CDATA[ Why More U.S. Business Owners See a Second Passport as a Path to the Next Level ]]> https://www.kiplinger.com/business/small-business/second-passports-for-business-owners s3MZAxkQGrps4mLFaoyRxM Thu, 14 May 2026 09:30:00 +0000 <![CDATA[ 5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities ]]> https://www.kiplinger.com/taxes/tax-planning/how-the-obbba-rewards-diligent-savers-and-millionaires 8Yiq5YPyYipvprynwvdRGW Wed, 13 May 2026 09:40:00 +0000 <![CDATA[ Will Your Retirement Plan Collapse Under These 5 Stresses? ]]> https://www.kiplinger.com/retirement/retirement-planning/will-your-retirement-plan-collapse-under-these-stresses McCn3VsaQuZSimcUvHzXsa Wed, 13 May 2026 09:35:00 +0000 <![CDATA[ Retirement Location, Location, Location: Can Florida Be Beaten? ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-location-can-florida-be-beaten KzXdvjNCxpYsWKP2SDm49h Wed, 13 May 2026 09:30:00 +0000 <![CDATA[ Final Exam vs Family Vacation: What's a Professor to Do When Students Demand an Exception to a Hard and Fast Rule for a 'Capricious' Reason? ]]> https://www.kiplinger.com/personal-finance/how-a-professor-can-protect-herself-from-students-unfair-demands mCPceefVhgqWtf7jpaXX5a Tue, 12 May 2026 09:40:00 +0000 <![CDATA[ 5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser ]]> https://www.kiplinger.com/retirement/retirement-planning/tips-for-the-first-meeting-with-your-financial-adviser uFSoD3rXsNK4Dc4JpcFLw5 Tue, 12 May 2026 09:35:00 +0000 <![CDATA[ How to Unlock the Value of Your Employee Stock Options (and Help Avoid Taking a Financial Hit) ]]> https://www.kiplinger.com/investing/how-to-unlock-the-value-of-your-employee-stock-options LHYH5rTEa4pDrfjDK6AAUG Tue, 12 May 2026 09:30:00 +0000 <![CDATA[ Why You Need to Start Your Social Security Claim 4 Months Early: 7 Steps to Prevent a Delay at the Worst Possible Moment ]]> https://www.kiplinger.com/retirement/social-security/start-your-social-security-claim-early-to-prevent-a-delay DPihzU4TiXawNDTqwbnFma Mon, 11 May 2026 09:45:00 +0000 <![CDATA[ 3 Things That the Ultra-Rich Do to Protect Their Wealth That You Can Do, Too ]]> https://www.kiplinger.com/retirement/estate-planning/how-the-ultra-rich-protect-wealth 4A92hjH4BGXGZCmhzt2CvW Mon, 11 May 2026 09:40:00 +0000 <![CDATA[ If You're Looking for Financial Advice, Start With This Question (It Isn't About Fees) ]]> https://www.kiplinger.com/retirement/looking-for-financial-advice-start-with-this-question zA9ea5VL5LcjCyPU6WYLRC Mon, 11 May 2026 09:35:00 +0000 Wed, 13 May 2026 06:58:55 +0000 <![CDATA[ High Earners Who Choose Direct Energy Investing Can Reap Tax Advantages and Other Wins: Here's How ]]> https://www.kiplinger.com/investing/direct-energy-investing-high-earner-tax-advantages v9Sdgvjq5E4N5vDeq9jdP5 Mon, 11 May 2026 09:30:00 +0000 <![CDATA[ I'm a Financial Planner: This Is How the Tax Torpedo Targets Wealthy Retirees (and How You Can Step Out of Its Path) ]]> https://www.kiplinger.com/taxes/tax-planning/how-the-tax-torpedo-targets-wealthy-retirees tQfU6r4i2aYRHuuHagrZFC Sun, 10 May 2026 09:45:00 +0000 <![CDATA[ Is This 1950s Investing Strategy Holding Your 2026 Portfolio Back? ]]> https://www.kiplinger.com/investing/is-this-old-fashioned-investing-strategy-holding-your-portfolio-back EXSxB9Sz4hrmnYfCGYiktf Sun, 10 May 2026 09:40:00 +0000 <![CDATA[ I'm a Financial Adviser, Wife And Mom: 6 Money Lessons I Teach My Kids and My Clients ]]> https://www.kiplinger.com/personal-finance/financial-adviser-money-lessons-for-kids-and-clients ZA4o7T5zWF5j2Y2uuQ9HJT Sun, 10 May 2026 09:35:00 +0000 <![CDATA[ I'm a Financial Adviser: Are You a Woman Who Sees Financial Planning as Another Job You Don't Have Time For? You'll Regret That ]]> https://www.kiplinger.com/retirement/retirement-planning/woman-with-no-time-time-for-financial-planning-dont-regret-that 7ebxNrH7gg3fNoSy9xsyMh Sun, 10 May 2026 09:30:00 +0000 <![CDATA[ As You Near Retirement, Think Like Warren Buffett: Stop Risking What You Need for What You Don't ]]> https://www.kiplinger.com/retirement/retirement-planning/think-like-warren-buffett-as-you-near-retirement gFdbrHPAZ8HfwvrQwjyfoN Sat, 09 May 2026 09:40:00 +0000 <![CDATA[ I'm a Financial Planner: If You're Too Rich for a Roth, Consider a Mega Backdoor Roth (This Is How It Works) ]]> https://www.kiplinger.com/retirement/roth-iras/mega-backdoor-roth-how-it-works qBcCQJB5q24AX3QTZxf6Lb Sat, 09 May 2026 09:35:00 +0000 <![CDATA[ Is Spring Fever Compelling You to Refresh Your Portfolio? 3 Ways You Could Be Acting Impulsively ]]> https://www.kiplinger.com/investing/beware-of-impulsiveness-when-refreshing-your-portfolio GVQVhpQK6PyaeB4iMmvCd7 Sat, 09 May 2026 09:30:00 +0000 <![CDATA[ Want to Make Better Investment Decisions? Use This 8-Question Checklist, From a Financial Planner ]]> https://www.kiplinger.com/investing/checklist-for-making-better-investment-decisions GSAkEs5KNcswSzbJNHEfjD Fri, 08 May 2026 09:40:00 +0000 <![CDATA[ I'm a Financial Pro: This 5-Step Plan Can Help High Earners Pay Off Significant Student Loan Debt in 5 Years ]]> https://www.kiplinger.com/personal-finance/student-loans/tips-for-paying-off-student-loan-debt-for-high-earners D8jAw7dhnQNjyTTNQLqP7f Fri, 08 May 2026 09:35:00 +0000 <![CDATA[ Wealthy Homeowners Want Frictionless Ways to Tap Into Home Equity — and the Market Is Providing Them ]]> https://www.kiplinger.com/retirement/retirement-planning/home-equity-options-for-wealthy-homeowners BHQewbeBBC5o7WhySr4ieH Fri, 08 May 2026 09:30:00 +0000 <![CDATA[ Tending to Your Estate Plan This Spring? 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