Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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This Retirement GPS Helps You Navigate Your Drawdown Phase
Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on the old, risky 4% rule.
By Shawn Maloney
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Donating Stock: The 2-for-1 Deal You'll Love at Tax Time
Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.
By David Conti, CPRC
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How Traveling to Africa Taught 2 Retirees About Slowing Down
Don't treat retirement trips like they're an exercise in ticking off boxes. Slowing down and letting adventure unfold can create more meaningful memories.
By Richard P. Himmer, PhD
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Is Your Retirement Portfolio Too Late to the Profit Party?
If you're following the usual retirement investment model, you could be missing out on a potential profit period that companies see in the run-up to their IPOs.
By Brianne Lynch, CAIA
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Losing Your Job? A Money Pro's 6 Steps to Survive and Thrive
Whether pink slips are just rumors at your company or layoffs have already landed, there are things you can do today to make the best of a tough situation.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser
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Oil Prices vs Investor Returns: What's Beneath the Surface
Engineering, geology and operating discipline can determine the success of oil and gas projects as much as the cost per barrel.
By Jay R. Young
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Here's What Being in the 2% Club Means for Your Retirement
Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Buyer Beware: States Lowering the Bar for Insurance Agents
A new California law removes 20 hours of required education before an aspiring agent can take tests to get licensed. They can then get licensed in other states.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Working and Getting Social Security? An Earnings Test Guide
If you haven't reached your full retirement age yet, your Social Security check could take a hit, depending on how much you earn.
By Martha Shedden, CRPC®
