Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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My First $1 Million: Semiretired Entrepreneur, 64, Nashville
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's new My First $1 Million series uncovers the answers.
By Joyce Lamb Published
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Eight Ways Retirees Can Have Fun Despite Rising Prices
Higher prices are a bummer for everyone, but if you're a retiree or on a fixed income, how do you still have a good time without breaking the bank?
By CD Moriarty, CFP® Published
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IRMAA Could Have Surprised This Retiree: What You Can Learn
A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to know about it.
By Brandon Hill Published
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Social Security Strategies for High-Net-Worth People
People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses.
By Ash Ahluwalia, CFP®, MBA, NSSA Published
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How to Get Reliable Insurance Information
Before you decide to buy insurance based on what some anonymous guy on social media says, think about the reliability of your source.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Have You Reviewed Your 401(k) Beneficiary Designations Lately?
If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order.
By Michael Aloi, CFP® Published
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How 401(k) Auto Portability Boosts Women's Retirement Savings
Women already face an uphill battle when saving for retirement. Auto portability tech transfers their 401(k)s when they change jobs, which can add up over time.
By Spencer Williams Published
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Why Gray Divorce Happens and Five Ways to Avoid It
Emotional intelligence is a key ingredient in a relationship's long-term success, and it can be learned or strengthened at any age. A psychologist explains how.
By Richard P. Himmer, PhD Published
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Four Times DIY Investors Should Talk to a Financial Adviser
While it's possible to manage investments without professional help, there are times when independent guidance from a professional may be invaluable.
By Evan T. Beach, CFP®, AWMA® Published