1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2019The Kiplinger Washington Editors
Professional financial advisers share fresh insights and best practices for working with clients to build and protect wealth.
FREE - Get the best of kiplinger.com (including Building Wealth) by E-mail
It's no secret that annuities can be complicated, so before you consider one, acquaint yourself with the fundamentals.
See More On: Annuities | Making Your Money Last | Saving for Retirement
Conflict between couples is natural, especially when it comes to something as important as your financial future. Don't let it keep you from coming to a consensus and taking action.
See More On: Family Finances | Financial Planning | Wealth Management
Yes, it's important to talk about your estate plan with your children and how all the pieces work, but it could be even more important to make sure they understand the intent behind your wishes.
See More On: Estate Planning | Family Finances | Wealth Management
That massive 401(k) nest egg that you're so proud of comes with some serious baggage. Here are five major cons of these accounts and a couple of alternatives to consider instead.
See More On: 401(k)s | Smart Buying | Tax Planning
A "flight to quality" doesn’t mean jetting off to a tropical resort, it's a strategy that real estate investors are using right now to gain peace of mind. Seasoned CRE buyers are flocking to quality assets with less market and construction risk. Is it time to reposition your investment holdings?
See More On: Saving for Retirement | Wealth Management
The commitments you make now have consequences that could last for decades. Being well-informed about student debt and repayment can make a world of difference.
See More On: Paying for College | Student Loans
Who doesn't fear outliving their savings? Here are some specific insurance solutions that can help calm those fears.
See More On: Annuities | Financial Planning | Making Your Money Last
End-of-life planning is more than just what kind of care you want in your final days. It's about such personal choices as who you want with you when the time comes and what will bring you and your family comfort and peace.
See More On: Estate Planning | Family Finances
The problem with these types of plans, which reassure people that they will be OK "no matter what," is that they are used to comfort investors rather than actually advise them.
See More On: Wealth Management | Financial Planning | Making Your Money Last
The risk-reward equation changes when you retire. It's no longer about growing your wealth: It's about protecting what you've got. So get ready to flip your mental switch from accumulation mode to preservation.
See More On: Making Your Money Last | Financial Planning | Saving for Retirement
Some of the most valuable financial lessons are learned in hindsight. Live a happier, more secure life by avoiding these familiar financial foibles.
See More On: Saving for Retirement | Financial Planning | Wealth Management
You want to be there for your best friend or sister, but you shouldn't go into debt to do so. Instead, be smart about a few things, and learn how to say no, ever so graciously.
See More On: Smart Buying | Budgeting | Saving Money
Wall Street has been on a roller coaster lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.
See More On: Saving for Retirement | Financial Planning | Markets
As you design your retirement income plan, you might think that the Fed's cut in interest rates will force you to switch gears. But remember: Whether it's dividends, interest or annuity payments, don't try to time the market.
See More On: Making Your Money Last | Financial Planning | Wealth Management
The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps by keeping these three principles in mind: communication, clarity and customization.
Without these pieces in place, you could be locked out of decision-making for your over-18 son or daughter in a health care or financial emergency.
Anyone nearing retirement needs to invest like they drive: Defensively. Here's how to do that.
See More On: Saving for Retirement | Markets | Wealth Management