Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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This Critical Issue Could Cost Wealthy Families if No One Takes ControlAs private equity consolidates the accounting industry, high-net-worth families with complex tax situations might want to set up centralized oversight.
By Kathleen Grace, CFP®, CIMA®, MPrA
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When Managing Your Wealth Feels Like a Pain, SimplifyMultiple accounts, inherited assets and life transitions can make finances harder to manage when you retire. Simplifying what you have is a smart move.
By Frank J. Legan
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This Counterintuitive Tax Move Could Save You (and Your Heirs) ThousandsTax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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The Retirement Spending Mistake Even Careful Savers Make (and How to Fix It)Playing it too safe could mean trips not taken, educations not funded, life not enjoyed. Don't abandon caution — just build contingency plans for your portfolio.
By Patrick Payne, Ph.D., CFP®
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This Proactive Tax Strategy Maximizes What You Actually Keep After TaxesIntegrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Couples Say This One Thing Justifies Divorce (and It's Not Infidelity)An open conversation between you and your partner about finances can help save you from the biggest argument couples have: money.
By Tony Drake, CFP®, Investment Advisor Representative
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How Football and Annuities Can Defend Against Risk in RetirementFootball can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
By Phil Simonides, CFP®
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Why a Trump Account Might Fit the Financial Strategy for Your NewbornFrom July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.
By Martin Schamis, CFP®
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4 Retirement Risks Business Owners Often OverlookRetirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.
By David Lukas, Investment Adviser Representative
