Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters. This enrollment checklist flags important info you need to know.
By David Jaeger, CFP®
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Why Basing Social Security Claims on Break-Even Math Is Risky
Your Social Security break-even age tells you how long you'd need to live for delaying to pay off, but shouldn't be the sole basis for deciding when to claim.
By Kyle Hammerschmidt, Investment Adviser
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How to Use Qualified Opportunity Funds for Tax-Free Savings
Investors who combine Roth IRAs, the gold standard of tax-free savings, with qualified opportunity funds could enjoy decades of tax-free growth.
By Michael Kelley
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Why a Midcareer Pivot Can Be a Wealth-Building Power Move
If it feels like you can't sustain what you're doing for the next 20 years, it's time for an honest look at what's draining you and what energizes you.
By Tracy Byrnes, CDFA®
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8 Ways Mahjong Can Teach Us How to Manage Our Money
This increasingly popular Chinese game can teach us not only how to help manage our money but also how important it is to connect with other people.
By Mary Ware, CFP®, CIMA®, CDFA®
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A Financial Book That Won't Put Your Young Adult to Sleep
"Wealth Your Way" by Cosmo DeStefano offers a highly accessible guide for young adults and their parents on building wealth through simple, consistent habits.
By H. Dennis Beaver, Esq.
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How Advisers Can Help Clients Deal With Global Uncertainty
How can advisers reassure clients nervous about their plans in an increasingly complex and rapidly changing world? This conversational framework provides the key.
By Ben Sullivan, CFA®, CFP®
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How to Use 1031 Exchanges to Build Your Real Estate Empire
Small rental properties can be excellent investments, but you can use 1031 exchanges to transition to commercial real estate for bigger wealth-building.
By Daniel Goodwin
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The Roth Conversion Bandwagon is Rolling: Should You Jump On?
Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
