Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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How Alternatives and Self-Directed Investing Reshape the IRA
Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.
By Adam Bergman
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What I Didn't Know About Health Care FSAs Could Have Cost Me
Although flexible spending accounts work on a use-it-or-lose-it basis, you may have options for unused funds. Make sure to read the fine print before enrolling.
By Jeff Briskin
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6 Financial Questions Every Woman Should Ask in Her 30s
Your 30s are the time to start setting the foundation for future financial security. Asking yourself these questions can help get the building blocks in place.
By Julia Pham, CFP®, AIF®, CDFA®
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Special Needs Planning: A Road Map for Long-Term Security
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
By Mindy Neira, CFP®, ChSNC®
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Do Your Financial Adviser's Fees Reflect Value or Growth?
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
By Dr. Preston Cherry, CFP®
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Obsessed With Rate Moves? How to Focus Less on the Fed
Reshuffling funds to get higher yields? Holding out for the right time to borrow? A durable plan for your cash means you can stop obsessing over interest rates.
By Kevin Brauer, MBA, CPA, CMA
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Does the Market Feel Like We Do? It Does Not, and Here's Why
Shared moments are powerful, as fans of Peter Frampton's song "Do You Feel Like We Do" will testify. But that dynamic won't serve you as an investment strategy.
By Jesse W. Hurst, CFP®, AIF®
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What Can You Do When Your Neighbor's Tree Is a Danger?
Some neighbors are jerks, but you don't have to be. Here's how to create a paper trail when asking a neighbor to deal with a tree that's a safety hazard.
By H. Dennis Beaver, Esq.
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Green and Sustainable Bonds Can Help Portfolios and the Planet
The green and sustainable bond market continues to develop, creating opportunities for responsible investors who want portfolios that are diversified and impactful.
By Vishal Khanduja
