Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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How Hackers Target Your Retirement SavingsHackers are targeting your retirement savings — and they need little more than your email account or cellphone number to gain access. Here's how to stay safe.
By Shane W. Cummings, CFP®, AIF®
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13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Inherited Annuity? How to Avoid a Tax Bomb as a Non-SpouseWhen inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.
By Ken Nuss
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5 Financial Mistakes That Are Sabotaging Your WealthBuilding long-term wealth isn't about finding the perfect investment. It's about avoiding common financial mistakes and focusing on consistent daily habits.
By Lindsay Martinez, CFP®
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Funding a Donor-Advised Fund With Stock: An Easy GuideYou can easily (more easily than you might think!) turn your appreciated stock into a family giving legacy — and bring your family closer at the same time.
By J. Whitfield Wilks, CFP®, JD/MBA
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3 Reasons Fidelity is Kiplinger Readers' Favorite Full-Service BrokerFidelity is a Kiplinger Readers' Choice Award winner four years in a row. Here's why.
By Rachael Green
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How to Use ABLE Accounts for Back-to-School ExpensesManaging expenses effectively involves coordinating ABLE accounts, 529 plans and special needs trusts to support academic goals while protecting benefits.
By Mindy Neira, CFP®, ChSNC®
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How the Billable Hour Hurts Marriages: And How to Fix ItProfit-driven corporate environments can lead professionals to slowly abandon their ethical compass. Here's how a spouse might confront this moral drift.
By H. Dennis Beaver, Esq.
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A Strategic Future Care Planning Guide for Affluent FamiliesAre your assets accessible and structured to support health, mobility or cognitive issues? Waiting until care is needed can force decisions you might regret.
By Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
