Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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5 Key Insights We Learned From 50 First-Time MillionairesWe've published more than 50 profiles of regular people sharing how they made their first $1 million. Their stories are rich with helpful insights.
By Joyce Lamb
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This Is What No One Will Tell You About Getting RichFrom awkward talks and family tension, to unexpected privacy issues and increased stress — these are the side effects of wealth that no one talks about.
By Anthony Martin
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Forget the 80% Rule for Retirement Budgets: Think 80-70-60Spending in retirement often starts off strong then tapers off, so why rely on planning methods that assume it stays constant? Here's a more realistic approach.
By Scott M. Dougan, RFC, Investment Adviser
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4 Ways to Keep Wedding Costs from Ruining Wedded BlissWedding season is approaching, and as the cost of getting married soars even higher, here are four ways to ensure the big day doesn't lead to years of debt.
By Lawrence Sprung, CFP®, CEPA®
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How You Can Avoid a Common Retirement MistakeThis plan can help you shift from tax diversification in early retirement to risk management, income creation and intentional legacy planning later in life.
By Leslie Verkuilen, Investment Adviser Representative
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Investors' Top 10 Frustrations With Financial ProfessionalsThe hidden costs, conflicts of interest and generalized advice that leave investors dissatisfied, and how to find a financial professional you truly trust.
By David Bromelkamp
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Why 'Business as Usual' Financial Advice Isn't Enough Right NowWe're used to hearing "stay invested" when the economy falters. But in an increasingly chaotic world, "focus on what you can control" may be more helpful.
By Max Kulyk, CRPC®, CSRIC™
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13 Habits to Steal From the WealthyCheck out these practical strategies that anyone, not just the rich, can adopt to get closer to achieving their retirement dreams.
By Kathryn Pomroy
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Want to Lower Your Medical Bills? These Strategies Will HelpYour odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.
By David Abraham
