Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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How to Create a Predictable Retirement PaycheckSuccessful retirement planning is about building a predictable, self-made paycheck that covers your essential expenses so you can enjoy life without worry.
By Mark Henry
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How to Support Multiple Generations in Your Family Without Gutting Your Own FutureYou may be helping aging parents with medical expenses and adult children with living costs. How to care for your family without sacrificing your retirement.
By Chad Waddoups
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Why You Should Never Quit Your Job Without a Signed OfferIn today's story, Dr. Mark learns the hard way that you should never quit without a signed job offer, especially if you're a bridge burner.
By H. Dennis Beaver, Esq.
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Why Exercise Is Your Best Retirement InvestmentRegular physical fitness can defer long-term care by two years, yielding a financial return that most portfolio strategies cannot match.
By Richard P. Himmer, PhD
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Why a 'Fee-Based' DST Investing Sales Pitch Is a Red FlagAn AUM fee on a Delaware statutory trust can cost investors far more than a one-time commission in the long run. So why are fiduciary advisers proposing it?
By Dwight Kay
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Before You Move Abroad, Try Living There FirstYour dream vacation in Italy can't tell you what it's really like to live there. But there's a simple way to find out before you commit to a permanent move.
By Marco Bersani
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Why Building a Legal 'Moat' Is the Best Defense Against LawsuitsAsset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits before they get off the ground.
By Jeffrey M. Verdon, Esq.
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Conversations to Have With Aging Parents NowIt's difficult to ask aging parents about financial and medical decisions, and future living arrangements, but it's vital to talk about it while you still can.
By Kelsey M. Simasko, Esq.
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Why You Shouldn't 'Set and Forget' Your AnnuityYour annuity shouldn't be left to gather dust. Regular reviews and comparisons with newer products will help make sure it's still the best option for you.
By Jason Chalmers
