Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Inheriting Wealth: 4 Mistakes That Could Cost You Everything
Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money could slip through their fingers.
By Chris Dixon, RFC®
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'The Money Prism' Solves Retirement Money's Biggest Headache
This simple, three-zone system (Blue for bills, Green for paycheck, Red for growth) helps you organize your retirement savings by purpose and time.
By Andrew Whalen
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No, AI Can't Plan Your Retirement: This Adviser Explains Why
AI has infinite uses. But creating an accurate retirement strategy based on your unique goals is one place where its possibilities seem lacking.
By Alan E. Becker, Investment Adviser
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60/40 Portfolios: Why a Cookie-Cutter Approach Can Cost You
Choosing a personalized retirement investment plan, rather than relying on the 60/40 portfolio, could help protect your savings and ensure long-term growth.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Are You Winging Your Retirement Plan? Tips to Help With That
If you have no strategy tying together your accounts or haven't modeled scenarios to make sure your savings will last, then your plan is probably inefficient.
By Dylan Warfield
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Divide and Conquer: Your Annual Financial Plan Made Easy
Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of year. It could be life-changing.
By Mary Ware, CFP®, CIMA®, CDFA®
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High-Income, Low Confidence? This 5-Point Plan Can Fix That
High earners can still feel they're on shaky ground financially. Rebuild your confidence with a plan that understands your present and protects your future.
By Dr. Preston D. Cherry, CFP®, Ph.D.
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Your Post-Accident Survival Guide, From an Insurance Expert
After a car accident, stay calm and document everything to preserve the facts. Remember: You don't have to solve the problem — that's why you have insurance.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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3 Investment Lessons From 2025 to Guide You Through 2026
Investors can use the past 12 months to guide their strategy for 2026 — and 2025 was living proof that time in the market can pay off.
By George Pikounis, Certified Estate Planner (CEP®)
