Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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5 Mistakes to Avoid in the 5 Years Before You Retire
When retirement is in reach, financial planning gets serious — and there's a heightened risk of making serious mistakes, too. Here are five common slipups.
By Evan T. Beach, CFP®, AWMA®
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How to Structure Retirement Savings for Stress-Free Cash Flow
Dividing funds into a safety bucket, an income bucket and a growth bucket can help to cover immediate expenses, manage cash flow and promote growth.
By Ayden Hanes, CFP®, ChFC®
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Your Most Overlooked Retirement Investment: Doing Nothing
When you take the time to rest and breathe, your brain starts to focus on what matters most in your new stage of life.
By Andrew Rosen, CFP®, CEP
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How Annuities Can Help if Markets Cause You Restless Nights
If you find market volatility too stressful, buying annuities that provide stability and protect your principal could help you rest easier. Here's what to consider.
By Zachariah Hammel
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When Markets Are Jumpy, This Is How to Stay Grounded
Market turbulence makes even the most experienced investors nervous. Here are some tips for ignoring the panic and trusting your plan when things get volatile.
By Jake Richards
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To Love, Honor and Make Financial Decisions as Equal Partners
Ensuring both partners are engaged in financial decisions isn't just about fairness — it's a risk-management strategy that protects against costly crises.
By Steph L. Wagner
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What Home Equity Is and Why It's a Valuable Long-Term Investment
Understanding what home equity is and why it's such a valued long-term investment.
By Donna LeValley
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4 Pro Tips for Successfully Scaling the Medicare Mountain
Attempting to conquer Medicare without a plan is risky. The safest route requires a thorough understanding of your options and never leaves decisions to chance.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Why Charitable Remainder Trusts Team With Donor-Advised Funds
If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
