<![CDATA[ Latest from Kiplinger in Wealth-management ]]> https://www.kiplinger.com/investing/wealth-management Wed, 29 Apr 2026 09:40:00 +0000 en <![CDATA[ Should You Relocate to a New State for Retirement? The Ultimate Checklist for Those With a Pension and $1 Million-Plus ]]> https://www.kiplinger.com/retirement/retirement-planning/should-you-relocate-to-a-new-state-for-retirement-a-checklist MtnaSL7sy6c5PAvNg7J6YC Wed, 29 Apr 2026 09:40:00 +0000 <![CDATA[ I'm a Financial Planner: These 4 Spending Mistakes Can Derail Your Retirement Plan ]]> https://www.kiplinger.com/retirement/retirement-planning/spending-mistakes-that-can-derail-your-retirement-plan whkg87tooSfCWrGsYAKSX6 Wed, 29 Apr 2026 09:35:00 +0000 <![CDATA[ Changing Jobs and Tempted to Cash Out Your 401(k)? Read This First (Future You Will Thank You) ]]> https://www.kiplinger.com/retirement/401ks/cashing-out-your-401k-to-buy-a-home imE5BgcbyoxeY4mE3zEz4d Wed, 29 Apr 2026 09:30:00 +0000 <![CDATA[ The 9% Solution: An Expert Guide to Retirement Tax Breaks That Could Cut Your Tax Rate Nearly in Half ]]> https://www.kiplinger.com/retirement/retirement-planning/expert-guide-to-retirement-tax-breaks-to-cut-your-tax-rate yAzcue6pSnNpKKgKsUN8on Tue, 28 Apr 2026 09:40:00 +0000 <![CDATA[ Giving Gamechanger: Why Now's the Time to Use a Donor-Advised Fund ]]> https://www.kiplinger.com/personal-finance/charity/donor-advised-fund-daf-the-giving-gamechanger T77YEUdYAeLuMs66Whob4Q Tue, 28 Apr 2026 09:35:00 +0000 <![CDATA[ If You're Considering Law School, This History Lesson Is for You ]]> https://www.kiplinger.com/personal-finance/careers/considering-law-school-impact-of-ai cUPEJ5JKZsHycBQ8LSw7uN Tue, 28 Apr 2026 09:30:00 +0000 <![CDATA[ Feeling a Tax Bite? Municipal Bonds Could Be More Compelling Than You Think ]]> https://www.kiplinger.com/taxes/tax-planning/owe-the-irs-municipal-bonds-could-help ozdbifVmytYVH7tzXG7QeJ Mon, 27 Apr 2026 09:30:00 +0000 <![CDATA[ Your Stock Portfolio Just Got Hammered: Here's a Tax-Smart Way to Recover ]]> https://www.kiplinger.com/taxes/capital-gains-tax/your-portfolio-just-got-hammered-a-tax-smart-way-to-recover 5Pd7Eu8i2x7zNvEmdWYFbC Mon, 27 Apr 2026 09:30:00 +0000 <![CDATA[ I'm a Financial Planner: If You're a Wealthy Retiree Who Ignores These 3 Retirement To-Dos, You're Courting Significant Financial Risk ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-tasks-wealthy-retirees-often-overlook sECsTAFxHwvJcQPARQS2hF Sun, 26 Apr 2026 09:40:00 +0000 <![CDATA[ Is Lifestyle Creep Delaying Your Retirement Timeline? Here's How to Enjoy Life Now Without Paying for It Later, From a Financial Planner ]]> https://www.kiplinger.com/retirement/retirement-planning/is-lifestyle-creep-delaying-your-retirement-timeline Nf5ymwkYe5RPqKUkmQdjZh Sun, 26 Apr 2026 09:35:00 +0000 <![CDATA[ Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground ]]> https://www.kiplinger.com/investing/wealth-management/bridging-the-millennial-boomer-gap-in-financial-attitudes 7kGZZ7Gqhv6TAL5Cta4AJe Sun, 26 Apr 2026 09:35:00 +0000 <![CDATA[ Buying a Home With Your 401(k)? Consider the Risk to Your Retirement ]]> https://www.kiplinger.com/real-estate/buying-a-home/using-your-your-401k-to-buy-a-home-can-risk-your-retirement 3gQW78QMMcLyG57sfzgQuS Sun, 26 Apr 2026 09:30:00 +0000 <![CDATA[ Combating Loneliness in Retirement: Why Strengthening Your Connections Could Lengthen Your Life ]]> https://www.kiplinger.com/retirement/happy-retirement/combating-loneliness-in-retirement-strengthening-connections ccjXGZMyY3RLtcG5tfYqYQ Sat, 25 Apr 2026 09:40:00 +0000 <![CDATA[ I'm Retired and Hate Being a Landlord. Should I Sell My Rental Property? ]]> https://www.kiplinger.com/real-estate/rental-property-retiree-landlord-should-i-sell mf2ChKypZuzuYvJqUAwXTP Sat, 25 Apr 2026 09:35:00 +0000 <![CDATA[ The 4 Money Scripts We Learn in Childhood (Which One is Silently Threatening Your Retirement?) ]]> https://www.kiplinger.com/retirement/retirement-planning/are-childhood-money-scripts-silently-threatening-your-retirement Wr2vABuKve3kHBBe4hqeFb Sat, 25 Apr 2026 09:30:00 +0000 <![CDATA[ The Fiduciary Rule is Gone (Again): Why Your Retirement Safety Net Just Shrank ]]> https://www.kiplinger.com/retirement/retirement-planning/fiduciary-rule-and-your-retirement-safety-net 2hsLR73XxnNcKjza7iM5FH Fri, 24 Apr 2026 09:40:00 +0000 <![CDATA[ When Your Financial Life Looks Blurred, One Document Will Pull It Into Focus ]]> https://www.kiplinger.com/retirement/retirement-planning/personal-financial-statement-helps-focus-finances Qm5trwxRgrLNk52TgUG8s8 Fri, 24 Apr 2026 09:35:00 +0000 <![CDATA[ While You're Fretting That There's an AI Bubble, You Could Be Missing a Huge Investing Opportunity ]]> https://www.kiplinger.com/investing/ai-bubble-you-could-be-missing-a-huge-investing-opportunity 7NtkWb72pperDL92HcrPUT Fri, 24 Apr 2026 09:30:00 +0000 <![CDATA[ The Radical (at the Time) Concept That Led to Client-First Financial Planning ]]> https://www.kiplinger.com/personal-finance/client-first-financial-planning-the-radical-concept BsPxL9ecUbALw2mpoHCnP5 Thu, 23 Apr 2026 09:40:00 +0000 <![CDATA[ Adulting Is Hard, But These 5 Steps Can Set New College Grads on a Path to a Rich Life ]]> https://www.kiplinger.com/personal-finance/careers/these-steps-can-set-new-college-grads-on-a-path-to-a-rich-life Ex29tHBTVLVRyBwBYcX7ff Thu, 23 Apr 2026 09:35:00 +0000 Thu, 23 Apr 2026 14:19:32 +0000 <![CDATA[ The Caregiver Penalty: What Women Need to Know Before Hitting Pause on Their Career ]]> https://www.kiplinger.com/personal-finance/careers/the-caregiver-penalty-what-women-need-to-know j3qBWuJoJ5ajN45VBc2bp Thu, 23 Apr 2026 09:30:00 +0000 <![CDATA[ Will Your Retirement Income Trigger the IRMAA This Year? 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Interest Rates Make It Worth Dipping Your Toe In ]]> https://www.kiplinger.com/retirement/annuities/fixed-rate-annuity-interest-rates-make-it-worth-dipping-your-toe-in oJyEo4TfDpZyQgCMLsfnac Mon, 20 Apr 2026 09:40:00 +0000 <![CDATA[ 5 Signs You're Living Someone Else's Definition of Success (and How to Stop That Without Burning It All Down) ]]> https://www.kiplinger.com/personal-finance/careers/5-signs-youre-living-someone-elses-definition-of-success-and-how-to-stop-that-without-burning-it-all-down aeiuHx9AHa2c9bXEwbsEX7 Mon, 20 Apr 2026 09:35:00 +0000 <![CDATA[ I'm a Wealth Manager: This Critical Issue Could Cost Wealthy Families Big-Time if No One Takes Control ]]> https://www.kiplinger.com/taxes/tax-planning/this-critical-issue-could-cost-wealthy-families-big-time-if-no-one-takes-control TDJGqzdo6pEgLMFUfiRcH8 Mon, 20 Apr 2026 09:30:00 +0000 <![CDATA[ I'm a Financial Adviser: When Managing Your Wealth Feels Like a Pain, Simplify ]]> https://www.kiplinger.com/retirement/retirement-planning/when-managing-your-wealth-feels-like-a-pain-simplify S9ND4CYxBDMFJsGAhbheAH Sun, 19 Apr 2026 09:40:00 +0000 <![CDATA[ Don't Fear the Next Tax Bracket: This Counterintuitive Move Could Save You (and Your Heirs) Thousands ]]> https://www.kiplinger.com/taxes/tax-planning/dont-fear-the-next-tax-bracket-this-move-could-save-you-thousands azM8TA5AoYgU843gVvvmRi Sun, 19 Apr 2026 09:35:00 +0000 <![CDATA[ The Retirement Spending Mistake Even Careful Savers Make (and What to Do Instead) ]]> https://www.kiplinger.com/retirement/retirement-planning/the-retirement-spending-mistake-even-careful-savers-make-and-what-to-do-instead 4DR2tw5QU5BkxCNCMAYwWM Sun, 19 Apr 2026 09:30:00 +0000 <![CDATA[ I'm a Wealth Adviser: This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes ]]> https://www.kiplinger.com/retirement/this-proactive-tax-strategy-maximizes-what-you-actually-keep-after-taxes AQTjfCdw6qSBdZoPzzuesn Sat, 18 Apr 2026 09:40:00 +0000 <![CDATA[ More Than Half of Couples Say This One Thing Justifies Divorce (and It's Not Infidelity) ]]> https://www.kiplinger.com/retirement/more-than-half-of-couples-say-this-one-thing-justifies-divorce moTpxwtTz38vCYUTrzNssk Sat, 18 Apr 2026 09:30:00 +0000 <![CDATA[ How Football and Annuities Can Defend Against Risk in Retirement ]]> https://www.kiplinger.com/retirement/annuities/how-football-and-annuities-can-defend-against-risk-in-retirement fPzYs4oPqK8JTfQT49xTsR Fri, 17 Apr 2026 09:40:00 +0000 <![CDATA[ Where a Trump Account Might Fit in Your Financial Strategy for Your Newborn (Agree With Him or Not, Your Child Stands to Benefit) ]]> https://www.kiplinger.com/personal-finance/savings/a-trump-account-might-fit-in-your-financial-strategy 2VAk6SvpKsM3RhCAWnCkoU Fri, 17 Apr 2026 09:35:00 +0000 Tue, 21 Apr 2026 14:37:44 +0000 <![CDATA[ 4 Retirement Risks Business Owners Often Overlook ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-risks-business-owners-often-overlook KsfRx4DvfbYuh3Nvks4Jm7 Fri, 17 Apr 2026 09:30:00 +0000 <![CDATA[ Old Annuities Contain Untapped Potential for Clients and Advisers: Here's Why ]]> https://www.kiplinger.com/retirement/annuities/old-annuities-contain-untapped-potential-for-clients-and-advisers GjLc88Rpa2MvxhBdHgZnHA Thu, 16 Apr 2026 09:40:00 +0000 <![CDATA[ Tech Has Simplified Direct Indexing, and That's Not the Only Reason Financial Advisers Should Make the Leap ]]> https://www.kiplinger.com/retirement/tech-has-simplified-direct-indexing-financial-advisers-should-make-the-leap ZqE72Vhg8R37nfoJCa2fyb Thu, 16 Apr 2026 09:35:00 +0000 <![CDATA[ Why Financial Advisers Will Benefit as Google Shakes Up Financial Research ]]> https://www.kiplinger.com/investing/stocks/why-financial-advisers-will-benefit-as-google-shakes-up-financial-research DsAxJCJCmQrj2frXWXu4Mh Thu, 16 Apr 2026 09:30:00 +0000 <![CDATA[ A Crisis That's Too Big to Ignore: Financial Illiteracy Puts Our Nation at Risk ]]> https://www.kiplinger.com/personal-finance/a-crisis-thats-too-big-to-ignore-financial-illiteracy-puts-our-nation-at-risk nDFt5ymR82WzNAntgnJFoC Wed, 15 Apr 2026 09:40:00 +0000 <![CDATA[ Financial Success Is No Longer Only About Returns: Protection Is the New Performance Measure ]]> https://www.kiplinger.com/retirement/estate-planning/financial-success-is-no-longer-only-about-returns pqXCpYdLEuwpTsS5FSDi6k Wed, 15 Apr 2026 09:35:00 +0000 <![CDATA[ What's the Best Age to Take Social Security? 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