Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
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How to Prevent Inflation From Eating Your Savings
retirement Instead of letting your cash sit idle in low-return accounts, consider putting it to work in growth-oriented investments to protect your long-term buying power.
By Charles Dzama, Investment Adviser Representative
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This Tax Trap Costs High Earners Thousands Each Year
Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.
By Joshua Taffer, CEPA, CPWA®
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A Financial Adviser's Guide to Finalizing Your Divorce
After signing the divorce agreement, you'll need to tackle the administrative work that will allow you to start over.
By Tracy Byrnes, CDFA®
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How to Keep Your Charitable Giving Momentum Going All Year
Instead of treating charity like a year-end rush for tax breaks, consider using smart tools like DAFs and recurring grants for maximum impact all year.
By Mark Froehlich, CPA, MBA
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Uber Takes Aim at the Bottom Lines of Billboard Lawyers
Uber has filed lawsuits and proposed a ballot initiative, in California, to curb settlements it claims are falsely inflated by some personal injury lawyers.
By H. Dennis Beaver, Esq.
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My Health Journey Shows How the 'Pink Tax' Costs Women
Fact: Women pay significantly more for health care over their lifetimes. But there are some things we can do to protect our health and our financial security.
By Erin Wood, CFP®, CRPC®, FBS®
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5 Things to Know About Taxes Before Moving to Portugal
Moving to Portugal might not be the clean financial break you expect due to U.S. tax obligations, foreign investment risks, lower investment yields and more.
By Ricardo Jesus, MBA
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Who Hates Taxes? The Best Time to Plan for Them Is Right Now
By creating a tax plan, you can keep more of what you've earned and give less to Uncle Sam. Here's how you can follow the rules and pay only your fair share.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
