Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Buying a House Together But Not Married? That's a Bad MoveWhen living together doesn't work out, an unmarried couple with separate financial lives can move on with no strings. Not so if they buy a house together.
By H. Dennis Beaver, Esq.
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The Boy Who Cried 'Bubble': What if He's Right This Time?Market valuations are at levels that have historically preceded long, flat stretches. Why does that matter for your retirement and are there any solutions?
By Mike Decker, NSSA®
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Your First Moves When an Inheritance Makes You Rich OvernightAn inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.
By Julia Pham, CFP®, AIF®, CDFA®
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Is Private Equity Behind the Scenes in Your 401(k)?Private equity is finding its way into 401(k)s, but the risks (or benefits) for you may depend on how close you are to retirement. Here's what to look out for.
By Jay Annis, CFP®, CIMA®, AIF®
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Money Lessons From an Olympian Turned Financial PlannerOlympian Lauryn Williams found that financial confidence comes from actively understanding your own money and now helps others take ownership of their finances.
By Lauryn Williams, CFP®, CSLP®, AFC®
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How Preventive Health Spending Impacts Lifetime WealthPreventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.
By David Abraham
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A Guide to Maintaining Your Portfolio's 'Hygiene'When markets are volatile, your impulse might be to flee, but sometimes that's the worst choice if you want to maintain a healthy portfolio.
By Matt Gentzkow, CIMA®
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Have You Checked Your Retirement Plan for Tax Leaks?Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.
By Ron Mark
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How to Design Your Retirement Declaration of IndependenceThe paradox of retirement freedom is that the system you retired from gave you order but took away control. True freedom lies in giving life a new structure.
By Richard P. Himmer, PhD
