Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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New to Advising Ultra-Rich Clients? How to Rethink Your Firm
Working with ultra-high-net-worth families doesn't mean rebuilding your firm, but offering advice that is structured, empowering and intentional. Here's how.
By Jeffery Coyle
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Are You Looking for Financial Advice or Just Validation?
Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?
By Andrew Rosen, CFP®, CEP
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Trump Accounts Are a Great Start, But They Could Be Better
Trump accounts are a sound enough idea, except that future withdrawals will be taxable. One solution would be to give them a Roth-style tax-free structure.
By Adam Bergman
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How the Stock Market Performed in the First Quarter of 2026
GreenRock Advisory founder Prem Patel shares his take on how markets performed in the first quarter and what investors should keep in mind for what comes next.
By Prem Patel, MBA, IAR
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How to Sell Your Business Without Losing the Family
Don't wait until health or burnout forces you to make succession decisions under pressure, especially if you don't plan to pass your business to a family member.
By Lawrence Sprung, CFP®, CEPA®
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9 Tips to Splurge on a Vacation, From a Wealth Adviser
Ditch the guilt part of your trip by intentionally budgeting, defining your own dream getaway and ensuring your financial and legal documents are in order.
By Mary Ware, CFP®, CIMA®, CDFA®
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Don't Let Low Tax Rates Lull You Into the Torpedo Zone
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
By Ray R. Harris, MBA, RSSA®
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Don't Defer Retirement if You're a Landlord, Defer Taxes
A millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.
By Daniel Goodwin
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Income and Life Expectancy Not Adding Up? Consider An Annuity
Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.
By Ken Nuss
