Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Where to Find Financial Advice Without the Sales PitchThe Garrett Planning Network of financial professionals aims to break down the barriers stopping ordinary Americans from getting the unbiased guidance they need.
By David Bromelkamp
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How Advisers Can Focus on Existing Clients for GrowthGrowth for financial advisers isn't just about new prospects — it's about deepening trust with existing clients so you earn the right to guide their next move.
By Shannon Larson
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Tax-Efficient Retirement Income StrategiesProtecting clients' retirement income requires proactive tax management, optimized Social Security timing and flexible withdrawal strategies.
By Myles J. McHale, Jr. AIF®, CRPP®
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Turning 65? 5 Common Medicare Mistakes to Avoid"Medicare will happen when I turn 65. I don't need to think about it, right?" Wrong. Get up to speed with the system now to prevent stress and save money later.
By Jeremy Keil, CFP®, CFA®, CKA®
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Do This Before Acting on AI Financial AdviceYou can ask AI for financial advice, but it doesn't have all your details, so you should be cautious about the response. Here's a better way to approach it.
By Seth Miller, CFP®, CEPA
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Chasing Hot Stocks Is Not a Shortcut: 3 Keys to Real WealthChasing hot IPOs and stock trends can be risky. True financial security relies on a disciplined, long-term process of steady saving and smart risk management.
By John Vandergriff
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Meeting With a Financial Adviser for the First Time? Here's How to PrepareFrom the documents to bring to the questions to ask, a little preparation can help you get more out of your first meeting.
By Paige Cerulli
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A 7-Point Checklist for Retiring With a PensionDisciplined savers may need to learn how to confidently use the wealth they've accumulated. Here's how you can maximize your money in retirement.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How to Leave a Lifetime Monthly Paycheck With AnnuitiesYou can easily create a lasting financial legacy for loved ones with annuities that are secure, cost-effective and tax-advantaged.
By Ken Nuss
