Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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3 Money Lessons for Raising Financially Savvy KidsIt's never too late to start helping kids learn about money. Here are some age-appropriate ways to help them spend, save and borrow wisely.
By Michael Schneider
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Stop Paying for Insurance Fraud: A Driver's GuideInsurance fraud has a direct impact on your wallet. Documenting the details after an accident is the best defense you have against rising insurance premiums.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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3 Lessons I've Learned as a Real Estate Investing ProFor long-term success, you need to look beyond market momentum and focus on stability and diversification. You also need the resilience to stick to a strategy.
By Kent Roers, CFP®
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8 Investment Tax Traps That Cost More Than FeesIt makes sense to keep an eye on investment costs, but tax inefficiencies will cost you far more in the long run. Here's where to find your next real savings.
By Jonathan I. Shenkman, AIF®
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How to Protect Your Portfolio: War, Inflation and AI RisksInvestors are increasingly turning toward the stability and attractive yields of Treasury securities and specialized bond ETFs to protect their capital.
By Max Isaacman, Investment Adviser Representative
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10 Ways to Strengthen Your Retirement Plan TodayTaking action in areas like tax efficiency and estate organization can help you secure your future while also allowing you the freedom to enjoy your savings.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Are Subscriptions Worth It? Calculate Their True CostSubscription services promise convenience and predictable costs. But it's easy to lose track of how much you're really spending. Here's how to stay in control.
By David Abraham
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The Widow’s Penalty: How to Protect Your FinancesDon't get hit with a higher tax bill just when you've lost your spouse. You can deal with it once the worst has happened, but it's far better to plan ahead.
By Ron Mark
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Alternative Investments Need Guardrails, Not BansGuardrails need to be established that grant everyday savers safe, structured access to the same wealth-building alternative assets long enjoyed by the rich.
By Adam Bergman
