Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Here's What Being in the 2% Club Means for Your Retirement
Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.
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Buyer Beware: States Lowering the Bar for Insurance Agents
A new California law removes 20 hours of required education before an aspiring agent can take tests to get licensed. They can then get licensed in other states.
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Working and Getting Social Security? An Earnings Test Guide
If you haven't reached your full retirement age yet, your Social Security check could take a hit, depending on how much you earn.
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Charitable Giving Just Got Easier, But Also a Little Harder
The OBBB shakes up charitable deductions with a little help for non-itemizers and a new challenge for itemizers this holiday season.
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This HECM-QLAC Power Move Can Unlock Your Retirement Income
Combining a qualified longevity annuity contract (QLAC) with a home equity conversion mortgage (HECM) can significantly boost your retirement income and more.
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Coast FI Planning: High Earners' Secret Retirement Weapon
A subset of the FIRE movement, Coast FI can help executives figure out whether their investments are enough to 'coast' so they can retire early and comfortably.
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Fish and Chips? More Like Fish and a Side of Customer Anger
You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant seemed to be violating truth-in-menu laws.
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The Strategy You Need to Beat Inflation and Build Wealth
If you want to build long-term wealth, there's a tried-and-trusted strategy, and it starts with recognizing the inflation-busting power of equities.
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I'm a Credit Union CEO: What We Do to Earn Members' Trust
What people want most from their financial institutions is a financial partner that listens, responds and acts with their best interests at heart.
