Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Special Needs Planning: A Road Map for Long-Term Security
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
By Mindy Neira, CFP®, ChSNC®
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Do Your Financial Adviser's Fees Reflect Value or Growth?
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
By Dr. Preston Cherry, CFP®
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Obsessed With Rate Moves? How to Focus Less on the Fed
Reshuffling funds to get higher yields? Holding out for the right time to borrow? A durable plan for your cash means you can stop obsessing over interest rates.
By Kevin Brauer, MBA, CPA, CMA
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Does the Market Feel Like We Do? It Does Not, and Here's Why
Shared moments are powerful, as fans of Peter Frampton's song "Do You Feel Like We Do" will testify. But that dynamic won't serve you as an investment strategy.
By Jesse W. Hurst, CFP®, AIF®
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What Can You Do When Your Neighbor's Tree Is a Danger?
Some neighbors are jerks, but you don't have to be. Here's how to create a paper trail when asking a neighbor to deal with a tree that's a safety hazard.
By H. Dennis Beaver, Esq.
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Green and Sustainable Bonds Can Help Portfolios and the Planet
The green and sustainable bond market continues to develop, creating opportunities for responsible investors who want portfolios that are diversified and impactful.
By Vishal Khanduja
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Why After-Tax Returns Are the Only Returns That Matter
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
By Kelly Ann Winget
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3 Financial Hurdles Coming Up for Women: How to Overcome Them
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
By Tony Drake, CFP®, Investment Advisor Representative
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Winning an Exit: What Small Businesses Can Learn from Meta
How can business owners exit their company with a proper valuation and no regrets? Meta's billion-dollar acquisition of a small AI firm provides a clue.
By Kempten Schwab
