Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Is a Robo-Adviser Right for You? The Pros and Cons
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch.
By Shane W. Cummings, CFP®, AIF® Published
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Scam Alert: Bioelectronic Medicine Is Both Promising and Ripe for Fraud
My reader needed help dealing with a scam that cost her $2,000 for vagus nerve stimulators, but legit VNS actually offers hope for the treatment of many diseases.
By H. Dennis Beaver, Esq. Published
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Advisers: Master the Fed Funds Rate, Help Clients Master Retirement
Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and opportunities.
By Tom Siomades, CFA® Published
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Kiplinger Readers' Choice Awards 2025 Results
Readers' Choice Awards In our 2025 Readers' Choice Awards survey, readers evaluated brokers, wealth managers, banks and other financial providers. Find out which ones rose to the top.
By Lisa Gerstner Published
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Car Wash Investing: Cut Tax Grime and Polish Your Portfolio
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate.
By Dwight Kay Published
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Got Assets? Attorney Explains How to Protect Them From Greedy Lawsuits
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning.
By Jeffrey M. Verdon, Esq. Published
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I'm a Financial Adviser: What I Would Tell My 18-Year-Old Self About Money
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier.
By Anthony Martin Published
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Retirement Reality Check: Four Risks You'll Want to Avoid at All Costs
There's no crystal ball for retirement planning, but the closest thing could be to consider the key risks you'll face in retirement and build a plan around them.
By Nicole Farbo, CFP® Published
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Eight Ways to Financially Plan Your Way Through Challenging Times
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty.
By Alvina Lo Published