Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Want to Map Out an Estate Plan? Find Your 'Legacy Tribe' First
Before you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.
By Feroz Ansari, CFP®
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We've Survived Bladder Cancer. Tough Love Isn't What We Need
Bladder cancer survivors and a therapist share the realities of living with a stoma and how relatives can support loved ones as they rebuild their identity.
By H. Dennis Beaver, Esq.
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Too Scared to Dive Into Annuities? Here's One Way to Dip Your Toe In
Along with CDs, fixed-rate annuities often pay more than money market funds and savings accounts. If you’re nervous about them, here’s one way to test the water.
By Ken Nuss
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5 Signs You're Living Someone Else's Definition of Success
Life is too short to settle for what someone else considers success. Studies show most of us want happiness most, so why not go for yours?
By Becca Pearce, MBA, CEPA
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This Critical Issue Could Cost Wealthy Families if No One Takes Control
As private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
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When Managing Your Wealth Feels Like a Pain, Simplify
Multiple accounts, inherited assets and life transitions can make finances harder to manage when you retire. Simplifying what you have is a smart move.
By Frank J. Legan
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This Counterintuitive Tax Move Could Save You (and Your Heirs) Thousands
Tax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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The Retirement Spending Mistake Even Careful Savers Make (and How to Fix It)
Playing it too safe could mean trips not taken, educations not funded, life not enjoyed. Don't abandon caution — just build contingency plans for your portfolio.
By Patrick Payne, Ph.D., CFP®
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This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
Integrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
