Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Strategies for Women to Maximize Social Security Benefits
Women often are paid less than men and live longer, so it's critical that they know their Social Security options to ensure they claim what they're entitled to.
By Ash Ahluwalia, CFP®, MBA, NSSA
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How to Avoid the Financial Quicksand of Early Retirement Losses
Sequence of returns — experiencing losses early on — can quickly deplete your savings, highlighting the need for strategies that prioritize income stability.
By Mark Kennedy
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How an Elder Law Attorney Can Help Protect Your Aging Parents
If you are worried about older family members or friends whose financial judgment is raising red flags, help is out there — from an elder law attorney.
By H. Dennis Beaver, Esq.
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Q4 Post-Mortem From an Investment Adviser: Year of Resilience
Financial pro Prem Patel shares his take on how markets performed in the fourth quarter of 2025, with an eye toward what investors should keep in mind for 2026.
By Prem Patel, MBA, IAR
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The Wealth Equation: Balancing Money and Stress
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By Whittier Trust Company
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Is Your Emergency Fund Running Low? Here's How to Bulk It Up
If you're struggling right now, you're not alone. Here's how you can identify financial issues, implement a budget and prioritize rebuilding your emergency fund.
By Bruce Maginn, Principal
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Guide to How All-Assets Planning Offers a Better Retirement
An "all-asset" strategy would integrate housing wealth and annuities with traditional investments to generate more income and liquid savings for retirees.
By Jerry Golden, Investment Adviser Representative
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7 Tax Blunders to Avoid in Your First Year of Retirement
A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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How to Plan for Social Security in 2026's Changing Landscape
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.
By Michael Knox
