Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
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Five Downsides of Dividend Investing for Retirees
Can you rely on dividend-paying stocks for retirement income? You'd have to be extremely wealthy — and even then, the downsides could be considerable.
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To Keep Your Retirement on Track, Control These Three Levers
Think of investing in terms of time, savings and risk. By carefully monitoring all three, you'll keep your retirement plans heading in the right direction.
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Debunking Myths About Defined Outcome ETFs (Buffered ETFs)
Defined outcome ETFs offer a middle ground between traditional equity and fixed-income investments, helping provide downside protection and upside participation.
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Why Judge Judy Says Details Are Important in Contracts
A couple's disastrous experience with reclaimed wood flooring led to safety hazards and a lesson in the critical importance of detailed contracts.
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A Lesson From the School of Rock About the Markets
It's hard to hold your nerve during a downturn, but next time the markets take a tumble, remember this quick rock 'n' roll tutorial and aim to stay invested.
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
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To Reap the Full Benefits of Tax-Loss Harvesting, Consider This Investment Strategist's Steps
Tax-loss harvesting can offer more advantages for investors than tax relief. Over the long term, it can potentially help you maintain a robust portfolio and build wealth.
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Social Security Wisdom From a Financial Adviser Receiving Benefits Himself
You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime.
