Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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10 Strategies to Help Women on Their Way to Financial Power
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
By Camille Butterfield
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How to Stop These 5 Risks From Wrecking Your Retirement
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
By Matthew Lang
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Hesitating to Spend Money You've Saved? How to Get Over It
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
By Frank J. Legan
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Time to Close the Books on 2025: Money Moves to Make First
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.
By Jennifer T. Stephenson, CPA
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Is Fear Blocking Your Desire to Retire Abroad? What to Know
Careful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
By Stephen B. Dunbar III, JD, CLU
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The Retirement Income Trinity: Cash Flow, Longevity and Tax
Retirement income planning is essential for your peace of mind — it can help you maintain your lifestyle and ease your worries that you'll run out of money.
By John McKean, CFP®
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Why Delaying an Insurance Claim Could Cost You
The longer you wait to file an insurance claim, the bigger the problem could get — and the more leverage you're giving your insurer to deny it.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Is a Cash Balance Plan Your Key to a Wealthy Retirement?
Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?
By Megan Clark, Investment Adviser Representative
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7 Retirement Planning Trends: What They Mean for You in 2026
From government shutdowns to market swings, the past 12 months have been nothing if not eventful. The key trends can help you improve your own financial plan.
By Mike Dullaghan, AIF®
