Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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I'm a CFP: These Are the Seven Tiers of Retirement Well-Being
Let's apply Maslow's hierarchy of needs to financial planning to create a guide for ranking financial priorities.
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Why More Americans Are Redefining Retirement, Just Like I Did
Retirement readiness requires more than just money. You have a lot of decisions to make about what kind of life you want to live and how to make it happen.
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A Compelling Case for Why Property Investing Reigns Supreme
Investment data show real estate's superior risk-adjusted returns and unprecedented tax advantages through strategies like 1031 exchanges and opportunity zones.
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What Home Equity Is and Why It's a Valuable Long-Term Investment
Understanding what home equity is and why it's such a valued long-term investment.
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Retired? How to Drop the Guilt and Spend Your Nest Egg
Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way.
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Separate the Pros and Pretenders: Do You Have a Great Adviser?
Do you leave meetings with your financial adviser feeling as though you've been bulldozed into decisions or you're unsure of what you're paying for?
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Shutdown Freezes Federal Flood Insurance, Impacting Homeowners and Buyers
FEMA's National Flood Insurance Program is unavailable for new customers, increased coverage or renewals during the government shutdown.
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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
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Five Downsides of Dividend Investing for Retirees
Can you rely on dividend-paying stocks for retirement income? You'd have to be extremely wealthy — and even then, the downsides could be considerable.
