<![CDATA[ Latest from Kiplinger in Wealth-management ]]> https://www.kiplinger.com/investing/wealth-management Wed, 08 Apr 2026 09:40:00 +0000 en <![CDATA[ This One's for You (and Barry Manilow Fans) if You're Asking, 'Am I Really on the Right Financial Track?' ]]> https://www.kiplinger.com/retirement/retirement-planning/this-ones-for-you-if-youre-asking-am-i-really-on-the-right-financial-track rZo8iSns8drgniFc4CPAJ8 Wed, 08 Apr 2026 09:40:00 +0000 <![CDATA[ I'm a Financial Adviser: This Is How to Ensure Your Kids Never Hear, 'We Might Lose the House' ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-ensure-your-kids-never-hear-we-might-lose-the-house TrCearaR4SSGZXXvsamjKK Wed, 08 Apr 2026 09:35:00 +0000 <![CDATA[ Oregon Could Be the Retirement Haven You Don't Know About: 13 Facts to Consider, From a Financial Planner Who Lives There ]]> https://www.kiplinger.com/retirement/retirement-planning/oregon-as-a-retirement-haven-facts-from-financial-planner-who-lives-there GtXLbG89URcTGRDEMf5Gy3 Wed, 08 Apr 2026 09:30:00 +0000 <![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 ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-tap-housing-wealth-for-a-more-robust-retirement wTYB7uxEjrAwNyqHAit68k Tue, 07 Apr 2026 09:40:00 +0000 <![CDATA[ These Real-World Examples of Societal Impact Can Inspire College Students for Their Next Chapter ]]> https://www.kiplinger.com/personal-finance/careers/real-world-examples-of-societal-impact-to-inspire-college-students UtFXHMHYJhTURrPNwbSmfe Tue, 07 Apr 2026 09:35:00 +0000 <![CDATA[ The Investment Case for Farmland: Inflation Hedge Meets Growing Global Demand ]]> https://www.kiplinger.com/investing/investing-in-farmland-inflation-hedge-meets-growing-demand 5A6MdvMAVDHKsq7RMGHzZP Tue, 07 Apr 2026 09:30:00 +0000 <![CDATA[ 7 Assets to Leave Out of Your Roth IRA, From a Financial Planner ]]> https://www.kiplinger.com/retirement/roth-iras/assets-to-leave-out-of-your-roth-ira FE7XB9NTWVsuGE8HWdxM84 Mon, 06 Apr 2026 09:40:00 +0000 <![CDATA[ 5 Options for That Stock You Have Too Much Of (Plus, the Risks to Know) ]]> https://www.kiplinger.com/investing/ways-to-deal-with-concentrated-stock TnW9LcLZsoUqFT5rYYtRX8 Mon, 06 Apr 2026 09:35:00 +0000 <![CDATA[ Is Your Financial Adviser's Fee Model as Outdated as a Flip Phone? ]]> https://www.kiplinger.com/retirement/retirement-planning/why-your-financial-advisers-fee-model-may-be-outdated GEdxDrxSxeHboBEWcEWrTJ Mon, 06 Apr 2026 09:30:00 +0000 <![CDATA[ How to Tackle the Nowhere-to-Be Thing in Retirement and Make a Winning Play With Your Time ]]> https://www.kiplinger.com/retirement/happy-retirement/how-to-make-good-use-of-your-free-time-in-retirement 7YzJzDKjbYZ9jocpCnCwk3 Sun, 05 Apr 2026 09:40:00 +0000 <![CDATA[ 6 Steps to Quickly Build Your Emergency Fund ]]> https://www.kiplinger.com/personal-finance/how-to-quickly-build-an-emergency-fund mDUjvy6RY9Pa7NwAXbsrcn Sun, 05 Apr 2026 09:35:00 +0000 <![CDATA[ Your 5-Step Guide to Financial Freedom After Divorce, From a Financial Planner ]]> https://www.kiplinger.com/personal-finance/expert-guide-to-financial-freedom-after-divorce wjieKSWb997sv9oVYS9LkW Sun, 05 Apr 2026 09:30:00 +0000 <![CDATA[ Claiming Social Security Soon? 5 Smart Moves to Make Before You File ]]> https://www.kiplinger.com/retirement/social-security/claiming-social-security-soon-smart-moves-before-filing 7QcqBwxbEW5YZv97xTyCYg Sat, 04 Apr 2026 09:35:00 +0000 <![CDATA[ I've Been a Financial Professional for 30 Years: This Is the 1 Trait I See in Every Successful Investor ]]> https://www.kiplinger.com/investing/the-trait-a-seasoned-financial-planner-sees-in-every-successful-investor z9NgZ8CZo8iuyfGf4D4KwF Sat, 04 Apr 2026 09:30:00 +0000 <![CDATA[ Do You Have a 'Mo Money, Mo Problems' Issue? A Financial Planner Has Some Thoughts ]]> https://www.kiplinger.com/personal-finance/tips-for-high-earners-with-money-problems LRB5CsimwAZmAnpDNDBeXU Fri, 03 Apr 2026 09:45:00 +0000 Fri, 03 Apr 2026 19:51:12 +0000 <![CDATA[ I'm a Financial Literacy Expert: Schools Can Teach Kids About Money, But Guess Who They Learn From the Most? ]]> https://www.kiplinger.com/personal-finance/schools-can-teach-kids-about-money-but-they-learn-from-parents-the-most YLRTGie5H7PHbPeF7Fov2J Fri, 03 Apr 2026 09:40:00 +0000 <![CDATA[ Are You Ready to Go Upmarket? What Advisers Need to Know ]]> https://www.kiplinger.com/business/small-business/going-upmarket-what-financial-advisers-need-to-know h3cio2bRuyqWUkdVtEJ5YL Fri, 03 Apr 2026 09:35:00 +0000 <![CDATA[ Starting to Advise Ultra-Rich Clients? 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An Annuity Could Solve the Equation ]]> https://www.kiplinger.com/retirement/annuities/how-annuities-can-help-with-longevity-risk TsoHvbd2Cwe6gcGV3FGiLK Wed, 01 Apr 2026 09:30:00 +0000 <![CDATA[ What the Oil Market Is Telling Us Right Now About Energy and Gas Prices ]]> https://www.kiplinger.com/investing/what-the-oil-market-is-telling-us-about-energy-and-gas-prices tXbS886QSd8oMLnUgr4kfA Tue, 31 Mar 2026 09:45:00 +0000 <![CDATA[ When Life Gives You Lemons, Don't Rush to Make Lemonade — or Financial Decisions ]]> https://www.kiplinger.com/retirement/retirement-planning/when-life-happens-dont-rush-to-make-financial-decisions 9nQWtN6Ekup73K7hfyjxoX Tue, 31 Mar 2026 09:40:00 +0000 <![CDATA[ When Paying for Financial Advice, Think Like Warren Buffett: Price Is What You Pay. Value Is What You Get ]]> https://www.kiplinger.com/retirement/retirement-planning/when-paying-for-financial-advice-think-like-warren-buffett cRsqnErBh3Hhez2qBt7TWW Tue, 31 Mar 2026 09:35:00 +0000 Tue, 31 Mar 2026 18:08:10 +0000 <![CDATA[ Your Retirement Needs a Sketchbook, Not Just a Spreadsheet: This Book Focuses on Your Life Goals Rather Than the Math ]]> https://www.kiplinger.com/retirement/happy-retirement/your-retirement-sketchbook-focuses-on-life-goals-rather-than-the-math DTwm3xfonNKi3Qj2UBF9Fn Tue, 31 Mar 2026 09:30:00 +0000 <![CDATA[ Like Baking a Cake, Plan Your Retirement With Core Ingredients, But Personalize the Frosting ]]> https://www.kiplinger.com/retirement/retirement-planning/plan-your-retirement-with-core-ingredients-but-personalize-the-frosting LohCRmPQrhEkKkSQCoRhv3 Mon, 30 Mar 2026 08:40:00 +0000 <![CDATA[ High School Can Be a Pathway to Financial Wellness: Here's How to Get More Kids on It ]]> https://www.kiplinger.com/personal-finance/high-school-can-be-a-pathway-to-financial-wellness-heres-how-to-get-more-kids-on-it YEYnZwjjQFemuWnydFt3Ve Mon, 30 Mar 2026 08:35:00 +0000 <![CDATA[ Why Venture Investing Could Be a Win-Win for Family Offices ]]> https://www.kiplinger.com/investing/why-venture-investing-could-be-a-win-win-for-family-offices nb35K5LiRTLk4eREnwgnfi Mon, 30 Mar 2026 08:30:00 +0000 <![CDATA[ Is There an Ideal Age for Your Children to Inherit? A Retirement Planner Weighs In ]]> https://www.kiplinger.com/retirement/estate-planning/is-there-an-ideal-age-for-your-children-to-inherit qXSCeCGMuGpnfoJgDRgKQF Sun, 29 Mar 2026 08:40:00 +0000 <![CDATA[ Are You Getting Vague Advice About Roth Conversions? ]]> https://www.kiplinger.com/retirement/roth-iras/are-you-getting-vague-advice-about-roth-conversions SwsFowukhYK5nxhZv8A4F5 Sun, 29 Mar 2026 08:35:00 +0000 <![CDATA[ Gen Z's Biggest Money Mistakes (Plus, Small Wins That Fix Them) ]]> https://www.kiplinger.com/personal-finance/gen-z-big-money-mistakes-and-how-to-fix-them Vr8AiAovFhLyE5TrH3pxjk Sun, 29 Mar 2026 08:30:00 +0000 <![CDATA[ When Spring Cleaning Your Finances, Don't Forget to Look in These 5 Corners ]]> https://www.kiplinger.com/personal-finance/spending/when-spring-cleaning-your-finances-dont-forget-to-look-in-these-corners mwynm2FnLXVqJF3XpPGptW Sat, 28 Mar 2026 09:40:00 +0000 <![CDATA[ The Retirement Risk No One Likes to Talk About: You, Still Here ]]> https://www.kiplinger.com/retirement/retirement-planning/longevity-the-retirement-risk-no-one-likes-to-talk-about BrmLxqc28RUfiErHjj5iBU Sat, 28 Mar 2026 09:35:00 +0000 <![CDATA[ Is Your IRA Rollover Stuck in Neutral? This Simple Mistake Can Cost You a Lot of Money ]]> https://www.kiplinger.com/retirement/retirement-plans/this-ira-rollover-mistake-can-cost-you-a-lot-of-money Bytss9Rx6k35BcxPMzGX4b Sat, 28 Mar 2026 09:30:00 +0000 <![CDATA[ 'We Have Food at Home': The 'Midwestern Millionaire' Mentality That's Built a Fortune ]]> https://www.kiplinger.com/retirement/retirement-planning/the-midwestern-millionaire-mentality-thats-built-a-fortune gTrQ6MujvFJjrdc782PmYQ Fri, 27 Mar 2026 09:45:00 +0000 <![CDATA[ For Some, Betting Apps Have Transformed the Fun of March Madness Into Unfun March Mayhem: How to Cope if This Is You ]]> https://www.kiplinger.com/personal-finance/gambling-addiction-betting-apps-march-madness DiJ7SSB6egNkfGqETKEvch Fri, 27 Mar 2026 09:40:00 +0000 <![CDATA[ I'm a Wealth Adviser: This Social Security Claiming Mistake Can Hurt Women the Most ]]> https://www.kiplinger.com/retirement/social-security/the-social-security-claiming-mistake-women-make m3k75gqD9oeJNvbwXuSZ7n Fri, 27 Mar 2026 09:35:00 +0000 <![CDATA[ I'm a Health Care Adviser: This Is the Long-Term Care Gap Women in Their 50s Can't Afford to Neglect ]]> https://www.kiplinger.com/retirement/long-term-care/the-long-term-care-gap-women-in-their-50s-cant-afford-to-neglect aseKCQtxmqYvNKJjv8JMcn Fri, 27 Mar 2026 08:30:00 +0000 <![CDATA[ 3 Options for Setting Up Your Retirement Paycheck: Choose the One That Suits You ]]> https://www.kiplinger.com/retirement/retirement-planning/options-for-setting-up-your-retirement-paycheck u65WvvtXUPGzWcjZbKVsyP Thu, 26 Mar 2026 09:35:00 +0000 <![CDATA[ AI is Making Your Local Financial Institution More Human, Not Less ]]> https://www.kiplinger.com/personal-finance/banking/ai-artificial-intelligence-at-local-financial-institutions hZNeC9Bwm69oWYkgaLxWvB Thu, 26 Mar 2026 09:35:00 +0000 <![CDATA[ The Secret to a Seamless Business Handover: Combined Estate and Succession Planning ]]> https://www.kiplinger.com/retirement/estate-planning/business-exit-combined-estate-and-succession-planning bBbkzuPSyk6AuXnN2qi6tZ Thu, 26 Mar 2026 09:30:00 +0000 <![CDATA[ Your 401(k) Is Sitting Pretty Right Now: It Could Be Time to Rethink Your Strategy ]]> https://www.kiplinger.com/retirement/retirement-planning/time-to-rethink-your-401k-strategy pzdcCSsjnCEV7RQi3n47fQ Wed, 25 Mar 2026 09:40:00 +0000 <![CDATA[ Will Environmental Hazards Make a Mess of Your Estate Plan? ]]> https://www.kiplinger.com/retirement/estate-planning/environmental-hazards-and-your-estate-plan Zrrj5V2gKdwtKwSgzxEDUL Wed, 25 Mar 2026 09:35:00 +0000 <![CDATA[ When Starting a Business, the End Is a Very Good Place to Start ]]> https://www.kiplinger.com/business/how-to-start-a-business/when-starting-a-business-consider-the-end S3EzfdMKgKFQiupnr9GCjC Wed, 25 Mar 2026 09:30:00 +0000 <![CDATA[ Think You're Too Busy to Do an Estate Plan? In 3 Hours (Seriously), You Could Save Your Heirs Months (or Years) of Stress and Heartache ]]> https://www.kiplinger.com/retirement/estate-planning/how-to-save-your-heirs-months-or-years-of-stress zTMyBHeE7DiS5P3EDVruKG Tue, 24 Mar 2026 09:40:00 +0000 Wed, 25 Mar 2026 18:41:35 +0000