Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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How Global Geopolitics Shape Oil and Gas InvestingInvestors should look at energy investing as a strategic asset class influenced by policy, security, infrastructure and capital discipline.
By Jay R. Young
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How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
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3 Life Events That Should Trigger an Estate Plan ReviewMajor life changes can make your estate plan outdated fast. Here are the three instances that should spur an update right away.
By Howard A. Enders
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Why 'Fiduciary' Does Not Always Mean What You Think It Means"Fiduciary" is sometimes used to blend legal obligations, professional ethics and marketing language into one trust-building slogan that could be misleading.
By David Bromelkamp
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5 Tax-Saving Strategies That Can Lead to a Better RetirementAmericans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.
By Martin Schamis, CFP®
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Why Your Next 1031 Exchange Decision Might Not Be About TaxesBefore rushing into your next property exchange, ask yourself if you want another investment or the freedom of a life beyond real estate management.
By Carl E. Sera, CMT
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How Will Your Retirement Plan Today Address Long-Term Care?Do you know how you'll afford to age in place, help kids and grandkids now and after you pass and avoid making compromises on your healthcare?
By Jerry Golden, Investment Adviser Representative
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I Believe John Oliver Was Too Kind to 'Cash Now' PredatorsCurrent laws are largely ineffective at protecting accident victims from "fast cash" companies that buy structured settlements. Here's how to protect yourself.
By H. Dennis Beaver, Esq.
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Why Resilience Is the Defining Thread of Today's Small BusinessesBuilding resilience and making smart, long-term decisions throughout every stage of your business' lifecycle is what success is all about.
By Mark Valentino
