Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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An Exec's 'Idiotic' Idea: Skip Training and Commit a Crime
Several medical professionals reached out to say that one of their bosses suggested committing a crime to fulfill OSHA requirements. What's an employee to do?
By H. Dennis Beaver, Esq.
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How to Use Home Equity to Help With Your Long-Term Goals
Homeowners are increasingly using their home equity, through products like HELOCs and home equity loans, as a financial resource for managing debt, funding renovations and more.
By Jon Giles
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How to Find Free Money for Graduate School as Loans Tighten
Starting July 1, federal borrowing will be capped for new graduate students, making scholarships and other forms of "free money" vital. Here's what to know.
By Sravani Atluri
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Aging in Place Can Be Bad for You: Here's an Alternative
Why age alone in financial hardship when you can enjoy companionship — and share the costs of housing, groceries and health care — with a small community of friends?
By Neale Godfrey, Financial Literacy Expert
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Buying a Home With a Friend: How to Prevent Legal Headaches
With rising home prices leading more people to co-buy homes with friends, it's essential to have a co-tenancy agreement that clearly defines the deal.
By John M. Goralka
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When Retirement Planning, Be More Like Spock Than Scotty
If you're worried about your retirement, address the concerns in a logical sequence, talk honestly with your team and prepare to go boldly into the future.
By Robert Szigeti
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Using AI: How to Get Actionable Insight, Not Polished Nonsense
AI can be a powerful specialist, but it can sound smarter than it is when it comes to understanding real-world stakes. That means you have to be the strategist.
By Cosmo P. DeStefano
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Money Monsters Under the Bed? What You're Really Afraid Of
When financial anxiety keeps you awake, money isn't usually the root cause of the problem. Identifying the real demons will help you sleep — and live — better.
By Jeffrey Smith, Registered Investment Adviser
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3 Steps to Help You Find Your Financial North Star
If you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on steps built around what's most important to you.
By Stephen B. Dunbar III, JD, CLU
