Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Artificial Intelligence Can Make Financial Information Easier to Access, But It Can’t Replace JudgmentAdvertiser Content Whittier Trust Company
Sponsored Trusted advice and the role of AI in wealth management
By Whittier Trust Company
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How Alternative Investments Are Fixing the 60/40 PortfolioThe past few years have undermined the notion that when stocks fall, bonds rise. But a solution is finally opening to individual investors.
By Christopher Zook
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Longest Bond Bear Market in History: Diversification LessonsSentiment toward bonds is deeply negative right now, and opinions are divided on the best way to achieve diversification. How should investors move forward?
By Jesse W. Hurst, CFP®, AIF®
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Your Financial Plan Still Needs a Human TouchAI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.
By Frank J. Legan
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How Annuities Can Fill the Social Security Spousal GapSpouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make up for the loss.
By Ken Nuss
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The Real Cost of Retiring in Florida: Local Expert TipsWho better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
By Lauren Traulsen
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A Social Security Guide for Gen Z and MillennialsSocial Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.
By Vincent Birardi, CFP®, AIF®, MBA
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Are You Ready to Spend in Retirement? 5 QuestionsShifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.
By Vincent Sgro
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Is Retiring to a Low-Tax State Really Worth It?Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.
By Ben Fuchs, CFP®, CPWA®
