Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
Explore Wealth Management
Latest
-
Buying a Home With Your 401(k)? Consider the Risk to Your RetirementPulling money from a 401(k) to buy a property now means you'll lose the power of compounding — and decades of potential growth those funds could have generated.
By Mike McCracken
-
Why Strengthening Your Connections Could Lengthen Your LifeLoneliness is your biggest threat in old age, and a diminished social network is risky even if you're financially secure. Start building your connections now.
By Richard P. Himmer, PhD
-
I'm Retired and Hate Being a Landlord. Should I Sell Up?Owning rental properties in retirement can be a headache. If you want to work out whether it's better to sell or keep going, here's what you need to consider.
By Evan T. Beach, CFP®, AWMA®
-
Is a Childhood Money Lesson Threatening Your Retirement?The four money scripts are avoidance, worship, status and vigilance. Following them can interfere with your financial plan and limit your future opportunities.
By Dr. Kim Hall, CFP®
-
If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
The Fiduciary Rule is Gone (Again): Is Your Nest Egg Safe?A court ruling means one-time IRA rollover recommendations are no longer automatically considered fiduciary advice, and savers must protect their own backs.
By Mike Palmer, CFP®
-
How a Personal Statement Can Refocus Your Blurred FinancesWhen you need clarity on your finances, taking a look at your personal financial statement is the first step to making better, more informed decisions.
By Clayton Jarrell, CFP®
-
Fretting Over an AI Bubble? A Rare Opportunity Is Passing ByAI is this generation's Industrial Revolution. While investors wait for things to "settle down," opportunities to get in on the ground floor are passing by.
By Mike Alves, MSAFP, CFP®, CEPA®, CRPC®
-
The Radical Idea That Led to Client-First Financial PlanningThe earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the client's needs first.
By David Bromelkamp
