Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka
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How to Build Your Financial Fortress: Asset ProtectionAsset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
By John M. Goralka
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How to Control Investing Risk During the MidtermsManaging your emotions during market volatility is crucial for maintaining a stable portfolio. Now is a good time to check in on your risk tolerance.
By Dylan Pollock
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The Professional Implications of Lawyers Ghosting ClientsIgnoring calls isn't just the leading cause of disciplinary complaints against attorneys — it reflects a lack of professional responsibility and empathy.
By H. Dennis Beaver, Esq.
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Why Record Market Highs Could Mean It's Time to RetireRecord market highs can present an opportunity to retire earlier than planned, provided your strategy relies on spending control, risk management and more.
By John Vandergriff
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Retirement Game Plan: Financial Lessons From Top CoachesA secure retirement relies on disciplined preparation, mastering fundamentals and coordinating long-term financial decisions rather than chasing single wins.
By Jeffrey V. Covert, CFP®, CPA
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4 Ways to Lower Retirement Healthcare CostsHealthcare and long-term care costs have surged in the past decade. Have you set aside enough to prepare for this rising expense? Consider these four issues.
By Chris Dixon, RFC®
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What the Top 10% of Retirees Do DifferentlyFinancial confidence in retirement depends far more on lifelong planning, discipline and risk management than simply having a massive account balance.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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How to Protect Your Portfolio 5 Years Before RetirementWithout a shift in your investment strategy, all it takes is one bad year in the markets to derail your retirement plan.
By Cathy DeWitt Dunn, CDFA®, FRC®
