Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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3 Reasons Kiplinger Readers Love UBS Wealth ManagementKiplinger readers selected UBS Wealth Management as their top wealth management firm in 2026.
By Sean Jackson
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How Trusts Can Add Extra Protection When a Will Isn't EnoughEstate plans don't need to be complicated, but trusts can help when your family needs protection and your will and beneficiary designations aren't quite enough.
By Jared J. Madison, Esq.
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Your Clients Have Changed: Has Your Advisory Practice Kept Up?Advisers who master personalized planning and build real relationships will exceed client expectations while thriving in today's shifting wealth landscape.
By Shannon Larson
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Do You Need $1 Million-Plus to Retire if You Have a Pension?Depending on the size of your pension, you might be able to stop worrying about hitting a specific savings number and start focusing on ways to use your wealth.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Why Aggressive Investing Is Too Risky For RetirementThanks to sequence of returns risk, the investing strategy that helped you accumulate a healthy sum for your retirement can work against you once you quit work.
By Rick Seiler
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How 'Inner Wealth' Is Reshaping Women's Financial PlanningHigh-net-worth women are redefining financial freedom and aligning wealth with values — without sacrificing returns. Financial plans must evolve with them.
By Angie O’Leary
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What Graduates Must Know About Unconscionable Employment ContractsSome newly graduated broadcast journalists are finding themselves trapped in low-paying roles because of contracts that impose penalties if they try to leave.
By H. Dennis Beaver, Esq.
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Don't Skip the Estate Planning Step That Makes It All WorkAn estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.
By John Vandergriff
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Your Employer Doesn't Offer a 401(k)? That's Not a Dead EndAlthough millions of Americans don't have access to a 401(k), there are plenty of other ways to save for retirement. And the sooner you start, the better.
By Chad Waddoups
