Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Is Your Financial Plan Sustainable if You Live to 95?Your financial plan may need to support you for 35 years of retirement, not 25. Here's how to redo the maths on withdrawals, inflation and lifetime income.
By Angela Palo
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How to Avoid Medicare Penalties When Working Past 65If you work past age 65, assuming you can delay signing up for Medicare can lead to permanent penalties and costly coverage gaps. Here's how to avoid that.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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6 Essential Estate Planning Documents to Prepare NowThese core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.
By Carole Laible
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How the Ultra-Rich Can Protect Mega-IRA AssetsAccumulating tens of millions in a mega-retirement account is impressive, but preserving that wealth across generations requires moving beyond standard IRAs.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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The Best Banks for High-Net-Worth Clients, 2026We studied interest rates, fees, premium services and other account features. These banks rose to the top for high-net-worth clients.
By Mallika Mitra
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Is Real Estate Investing in 2026 Still a Safe Bet?Should you invest in real estate if its traditional benefits — appreciation, yield, depreciation and protection from inflation — can no longer be guaranteed?
By Alan Stalcup
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How You Can Debt as a Tool to Improve Your FinancesEliminating high-interest balances and strategically using lower-rate loans can help you use debt as a tool to help make you more money in the future.
By George Pikounis, CEP®, CFP®
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Is Your Financial Adviser Qualified to Handle Your ESOP?Make sure your financial adviser knows how to manage your employee stock ownership plan (ESOP) by checking these credentials before you commit.
By Peter Newman, CFA®
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AI Boom Pushes Bond Yields Higher: What It Means to InvestorsTech companies are borrowing so heavily to fund the AI build-out that they're driving up interest rates and setting up a government-debt headache.
By Blaine Townsend, CIMC®, CIMA®
