Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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3 Financial Hurdles Coming Up for Women: How to Overcome Them
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
By Tony Drake, CFP®, Investment Advisor Representative
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Winning an Exit: What Small Businesses Can Learn from Meta
How can business owners exit their company with a proper valuation and no regrets? Meta's billion-dollar acquisition of a small AI firm provides a clue.
By Kempten Schwab
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Is AI-Generated 'Workslop' Ruining Your Work Relationships?
A coworker's poor work that was generated by AI and not edited for accuracy or quality is the latest headache in the workplace. You address it without drama.
By Allison Gerrard
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Are Annuities Safe? An Industry Expert Explains the Risks
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
By Ken Nuss
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Nearing Retirement? Why 'Refirement' Is a Better Philosophy
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
By Hilton Lamprecht
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5 Ways to Create Your Retirement Paycheck Without the Stress
The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure cash flow and long-term flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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In or Near Retirement? 4 Recent Tax Changes You Need to Know
The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
By Evan T. Beach, CFP®, AWMA®
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5 Legal 'Loopholes' the IRS Wishes You Didn't Know
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
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Want to Quit the 9-to-5? This 8-Point Plan Can Get You There
Leaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.
By Anthony Martin
