Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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5 Retirement Lifestyle Upgrades That Cost Less Than You ThinkReframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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The Real Cost of a Vacation Home, From a Financial PlannerBefore you buy a vacation home, do your homework. Be realistic about mortgage rates, local regulations that limit rental options, insurance and upkeep.
By Lawrence Sprung, CFP®, CEPA®
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The Right and Wrong Questions to Ask About AnnuitiesAnnuities have costs and limitations, but also serve a real purpose for some investors. Before dismissing them as a retirement option, find out how they work.
By Robert D. Blair, CFP®
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9 Tax Surprises Retirees Don't See Coming Until It's Too LateMost of these tax surprises are avoidable, but many retirees aren't ready for the shift in how and when taxes show up in retirement. These strategies can help.
By Kyle Hammerschmidt, Investment Adviser
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How to Stop Second-Guessing Careful Financial DecisionsWhen financial choices never feel settled, the issue often isn't the plan itself, but how your priorities, emotions and mindset shape the way you stick with it.
By Frank J. Legan
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The Discipline You Can Apply to Your Portfolio to Save MoneyYou can help protect your retirement by focusing on the one factor you can control — the unexpected costs of investing. Here's what to consider.
By Matt Green, Investment Adviser Representative
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How to Protect Family Wealth By Letting Your Kids Mess UpDon't put off money conversations with your heirs. Financial education needs to start early, with hands-on opportunities to learn and make mistakes.
By Alvina Lo
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You Might Get to Vote on Who OKs Your Insurance HikesCheck the record of your state's insurance commissioner and then vote in their next election (or on the governor, depending on how your commissioner is chosen).
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Sorry, Business Owners: Golf Cannot Be Your Sole Purpose in RetirementAfter a lifetime running a business, spending hours on the golf course, or any other hobby, sounds like a dream retirement. In reality, boredom will soon set in.
By Scott Snider
