Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
Explore Wealth Management
Latest
-
Are Annuities Safe? An Industry Expert Explains the Risks
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
By Ken Nuss
-
Nearing Retirement? Why 'Refirement' Is a Better Philosophy
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
By Hilton Lamprecht
-
5 Ways to Create Your Retirement Paycheck Without the Stress
The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure cash flow and long-term flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
-
In or Near Retirement? 4 Recent Tax Changes You Need to Know
The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
By Evan T. Beach, CFP®, AWMA®
-
5 Legal 'Loopholes' the IRS Wishes You Didn't Know
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
-
Want to Quit the 9-to-5? This 8-Point Plan Can Get You There
Leaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.
By Anthony Martin
-
Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up
This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.
By Robert Martin
-
Confident Retirement Planning Starts With These 5 Habits
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
By Michael Pappis, CFP®
-
Health Care Costs: What You Can Expect to Pay and How to Save
health insurance From premiums to co-pays, health care is one savings goal you can't afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
By David Jaeger, CFP®
health insurance
