Get trusted wealth management advice, news and features. Find wealth management tips and insights to further your knowledge on kiplinger.com.
Four Tips to Get Your Financial Wellness in Shape
You don’t have to achieve financial peace of mind all at once, but budgeting, setting goals, protecting against risk and saving for retirement can get you there.
Smart Ways to Handle an Inheritance
inheritance A bequest could change your life, but don’t quit your day job.
By Sandra Block Last updatedinheritance
Why Ground Lease REITs Are Building in Popularity
As more property owners in need of liquidity use ground leases to unlock capital, real estate investors could reap the rewards.
By Jim Small Published
Five Tax Breaks Business Owners Might Not Know About
Did you know you could get a break on your company’s taxes by hiring your kids? Read on for more strategies to help you lower your business’ taxes.
By David Faulkner, CFP®, RICP® Published
How a Fixed Index Annuity Can Manage Retirement Income Risks
Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk.
By Jerry Golden, Investment Adviser Representative Published
Four Reasons to Buy When You Downsize for Retirement
Buying your retirement home, rather than renting it, grants you stability, control, possible tax benefits and a very handy inflation hedge.
By Evan T. Beach, CFP®, AWMA® Published
Five Strategies for Maximizing Your Business' Profitability
Setting your business up for long-term success, rather than just short-term profits, requires focusing on customers, operations, marketing and more.
By Justin Goodbread, CFP®, CEPA, CVGA Published
Want to Write a Book? An Expert Shares What You Need to Know
Professional ghostwriter poses some important questions that any would-be author might want to consider before diving into such a challenging task.
By H. Dennis Beaver, Esq. Published
Non-Qualified Annuities: Should Retirees Think Twice?
A twist many don’t see coming is that earnings from non-qualified annuities are taxed as ordinary income rather than at more favorable capital gains tax rates.
By Douglas Kuring, CFP® Published
Four Options for Saving for Your Newborn’s Future
Different types of accounts have different rules, but all serve the purpose of helping your child get a head start on their financial future.
By Kevin Webb, CFP® Published