Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Filed for Social Security Too Soon? 2 Ways to Get a Do-Over
If you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
By Martha Shedden, CRPC®, RSSA®
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Have You Aligned Your Tax Strategy With These OBBBA Changes?
Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
By John Bute, CPA
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The Smart Way to Retire: 13 Habits to Steal From the Wealthy
Check out these practical strategies that anyone can adopt, not just the rich, and get closer to achieving your retirement dreams.
By Kathryn Pomroy
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6 Key Ways to Plan for Financial Success in 2026
Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
By Ken Nuss
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A Financial Plan Is a Living Document: Is Yours Still Breathing?
If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs regular TLC.
By Vincent Birardi, CFP®, AIF®, MBA
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Your Guide to Financial Stability as a Military Spouse
These practical resources and benefits can help military spouses with managing a budget, tax and retirement planning, as well as supporting their own career
By Kelly M. Lagore, CFP®, MQFP®
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3 Steps to Keep Your Digital Data Safe from Cyberattacks
As data breaches and cyberattacks increase, it's vital to maintain good data hygiene and reduce your personal information footprint. Find out how.
By Shane W. Cummings, CFP®, AIF®
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Why You Can Afford to Ignore College Sticker Prices
College tuition fees can seem prohibitive, but don't let advertised prices stop you from applying. Instead, focus on net costs after grants and scholarships.
By Sravani Atluri
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Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to Be
Don't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.
By Brett Gottlieb, Investment Adviser Representative
