Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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5 Ways to Ensure Your Portfolio is Prepared for an AI BubbleAI could transform the economy, but not every stock will be a winner. Here's how to consider investing if you're worried about an AI bubble.
By Stephen B. Dunbar III, JD, CLU
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My Wife Was Laid Off at Age 64: 5 Questions We’re AskingEven people who work in financial services have questions when a layoff happens right before retirement. Here are five issues that need to be addressed.
By Kelly LaVigne, J.D.
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6 Ways to Stop Taxes Eating Into Your EstateWithout an estate tax plan, tax bills could eat into the wealth you worked hard to build. Here are six strategies to help ensure it passes into the right hands.
By Logan Queck, CFP®, ChFC®, CEPA®
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4 Practical Ways to Prepare Your Kids for Their InheritanceThese steps can help you ensure that the wealth your children or grandchildren inherit is a catalyst for opportunity rather than a source of conflict.
By Chad Maggard, CFA®
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5 Ways to Prepare for an Aging Parent's Changing NeedsAging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.
By Dennis D. Coughlin, CFP®, AIF®
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Key Retirement Milestone Ages Most People MissRetirement planning is less about hitting milestone ages and more about understanding how financial decisions shape long-term income, taxes and healthcare costs.
By Michael Pappis, CFP®
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The Estate Planning Mistake That Triggers Family FeudsWhile legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
By John P. Micera
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How to Maximize Credit Card Rewards Without DebtMaximizing credit card rewards can be a fantastic way to unlock perks like free travel, but don't let the allure of points drive you into debt.
By Lawrence Sprung, CFP®, CEPA®
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13 Habits to Steal From the WealthyThese practical moves aren’t just for the wealthy. Anyone can steal them to edge closer to the retirement they’ve been dreaming about
By Kathryn Pomroy
