Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Bubble-Wrapping Our Kids Robbed Them of Resilience. Now What?
By raising them to think they're amazing no matter what and lifting them over obstacles, we left them unprepared to work in the real world.
By Neale Godfrey, Financial Literacy Expert
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If You're a High Earner, You Need an 18-Month Safety Net
No job seems to be safe in this age of AI. If you make a larger-than-usual salary, then you need to have a larger-than-usual emergency fund. Here's why.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Teaching Moments for Your Child While Holiday Shopping
Now is a prime time to teach your child some financial literacy and consider focusing on experiences rather than spending hard-earned money on material gifts.
By D'Andre Clayton, IRMAACP
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How to Maximize Your Generosity Before the 2026 Cap Kicks In
With the OBBB set to dramatically change charitable tax deductions in 2026, donors might want to consolidate gifts into 2025 to lock in current tax benefits.
By Bob Peterson, J.D.
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How to Make the Most of Your Charitable Giving on a Budget
Maximizing the charitable donations you plan to make this year can help your financial plan stay on track and help give the most to the causes you care about.
By Tony Drake, CFP®, Investment Advisor Representative
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3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
By John Vandergriff
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Pass the Turkey, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to let your family members know the details of your estate plan. Here's how you could get the conversation started.
By Michael J. Faust, CFA
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Unwrapping Your Estate Plan for Your Kids: The Best Gift
The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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5 Ways to Teach Your Kids About Giving Back
Teaching kids generosity goes beyond simple rules and can involve fun, practical strategies, such as letting them lead giving, volunteering together and more.
By Julia Pham, CFP®, AIF®, CDFA®
