Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Using AI: How to Get Actionable Insight, Not Polished Nonsense
AI can be a powerful specialist, but it can sound smarter than it is when it comes to understanding real-world stakes. That means you have to be the strategist.
By Cosmo P. DeStefano
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Money Monsters Under the Bed? What You're Really Afraid Of
When financial anxiety keeps you awake, money isn't usually the root cause of the problem. Identifying the real demons will help you sleep — and live — better.
By Jeffrey Smith, Registered Investment Adviser
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3 Steps to Help You Find Your Financial North Star
If you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on steps built around what's most important to you.
By Stephen B. Dunbar III, JD, CLU
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How to Slash Your Taxes on Large Stock or Property Sales
Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can significantly reduce your tax bill.
By Danielle Meister, IAR, CFF®, CDFA®
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Why 2026 Is the Year to Reconsider Global Diversification
It's been a while since investors had to stray beyond U.S. stocks to reap rewards. But current risks and opportunities suggest it's time to look abroad again.
By Feroz Ansari, CFP®
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Want to Divorce the IRS? This is How to Go About It (Legally)
With some careful planning focused on the standard deduction, retirees who have large sums in tax-deferred accounts can avoid unpleasant tax bills and even part ways with the IRS for good.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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9 Ways the Wealthy Waste Thousands in Taxes — And 9 Remedies
The tax code contains plenty of legitimate ways for the wealthy and business owners to cut taxes. Use this checklist to minimize taxes and stay compliant.
By Travis Babb, CFP®, EA
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When Estate Plans Don't Include Tax Plans, All Bets Are Off
Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when the two strategies are aligned.
By Paul Buckle, CPA, CFP®
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Relying on Real Estate in Retirement? Avoid These 3 Mistakes
The keys to successful real estate planning for retirees: Stop thinking of property income as a reliable paycheck, start planning for tax consequences and structure your assets early to maintain flexibility.
By Rob Edwards
