Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Why a Big Savings Account Won't Guarantee Retirement PeaceEven wealthy pre-retirees worry about financial security in retirement. That's because peace of mind requires an income strategy, not just a high net worth.
By Lee Korn, CPWA®
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Why Hospice Care Means Choosing Peace, Not Giving UpHospice is often viewed as a surrender or a last resort for a loved one's final days. In fact, it can be taken up sooner, improving life when time is limited.
By Joel Theisen, RN
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How Self-Employed Deductions Impact Your MortgageYour business deductions can play a complicated role in determining your qualifying income. But there are ways around this issue with the right strategy and the right lender.
By Eric Bernstein
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5 Estate Planning Errors That Can Impact Generational WealthSuccessfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.
By Mark B. Murphy, CLU®, ChFC®
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2 Retirement Tax Strategies To Keep More of Your WealthA tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.
By Aaron R. Simpson, CFP®, ChFC®, RICP®
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The Danger of the Word ‘Permanent’ in Estate PlanningHigher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.
By Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®
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Will AI Replace Your Job or Create New Opportunities?The real financial question may not be how many workers artificial intelligence replaces, but how many new jobs, businesses and opportunities it creates.
By Neale Godfrey, Financial Literacy Expert
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Your Retirement Planning Scorecard: 5 Key Areas to MonitorJust like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.
By Jeffrey V. Covert, CFP®, CPA
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Late-Career Job Loss? 3 Ways to Protect Your RetirementIf you fear losing your job later in life, stay one step ahead by budgeting, stress-testing your retirement plan and investing in your professional network now.
By Chris Cohan, ChFC, RMA
