Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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These Retirement Planning Steps Protect the Life You Want
This kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Fixed Indexed Annuities and Bonds: The Perfect Match?
The prospect of more interest rate cuts has investors wondering how to enhance the bond portion of their portfolio. A fixed indexed annuity could be the answer.
By Keith Wiltfong, CFP®, CIMA®
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'Fee-Only' and 'Fiduciary': Why You Must Know the Difference
The terms fiduciary and fee-only are not interchangeable. Knowing the difference ensures investors get the advice and the consumer protection they need.
By David Bromelkamp
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Why a Second (Gray) Divorce Could Cost You Big-Time
Divorce isn't any easier the second time, especially if you've remarried later in life. Rushing to settle without proper advice can have serious consequences.
By Chris Hernandez
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Trusts for Children: Should You Name Your Spouse as Trustee?
Naming your spouse as trustee can provide invaluable familial insight and continuity, but you should carefully weigh those benefits against potential risks.
By Marguerite Weese, JD, LL.M.
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Passive Muni Investors: Is Your Strategy Missing the Mark?
Passive investments in municipal bonds are popular, but do they come at a cost? Two recent examples show why an active approach can be more favorable.
By Peter Aloisi, CFA® Charterholder
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Tied Up in a Concentrated Stock Position? How to Get Loose
If you've built significant wealth through stock in one company, deciding your next move may be petrifying. Use this decision-making framework to get unstuck.
By Zachary Ashburn, CFP®, EA, AFC®
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How Your IRA Can Work for Change and Help the Next Generation
Unhappy with the environmental and social impact of your investments? An impact fund that aligns your portfolio with your values could make all the difference.
By Carole Laible
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A Healthy Dose of Terror: How to Survive Prison's First Days
This young man needed to be scared straight after his mother expressed her fear that he was on a path to prison. Hearing these eight do's and don'ts worked.
By H. Dennis Beaver, Esq.
