Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Five Divorce Settlement Blind Spots: An Expert's Guide to What You Can't Afford to Miss
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset.
By Kara Duckworth, CFP®, CDFA® Published
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Preparing for the Worst: Retirement During a Recession
If you're close to retirement and today's economic uncertainty has your stomach in knots, follow my parents' example. They made it through, and so can you.
By Bradley Thompson, CFA® Published
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Is a Robo-Adviser Right for You? The Pros and Cons
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch.
By Shane W. Cummings, CFP®, AIF® Published
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Scam Alert: Bioelectronic Medicine Is Both Promising and Ripe for Fraud
My reader needed help dealing with a scam that cost her $2,000 for vagus nerve stimulators, but legit VNS actually offers hope for the treatment of many diseases.
By H. Dennis Beaver, Esq. Published
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Advisers: Master the Fed Funds Rate, Help Clients Master Retirement
Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and opportunities.
By Tom Siomades, CFA® Published
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Kiplinger Readers' Choice Awards 2025 Results
Readers' Choice Awards In our 2025 Readers' Choice Awards survey, readers evaluated brokers, wealth managers, banks and other financial providers. Find out which ones rose to the top.
By Lisa Gerstner Published
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Car Wash Investing: Cut Tax Grime and Polish Your Portfolio
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate.
By Dwight Kay Published
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Got Assets? Attorney Explains How to Protect Them From Greedy Lawsuits
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning.
By Jeffrey M. Verdon, Esq. Published
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I'm a Financial Adviser: What I Would Tell My 18-Year-Old Self About Money
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier.
By Anthony Martin Published