Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Hiding the Truth From Your Financial Adviser Can Cost You
Hiding assets or debt from a financial adviser damages the relationship as well as your finances. If you're not being fully transparent, it's time to ask why.
By Alan E. Becker, Investment Adviser
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5 Actions to Set Up Your Business With Your Exit in Mind
When you're starting a business, it may seem counterintuitive to begin with exit planning. But preparing will put you on a more secure footing in the long run.
By Jamie Carroll
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Missed an RMD? How to Avoid That (and the Penalty) Next Time
If you miss your RMDs, you could face a hefty fine. Here are four ways to stay on top of your payments — and on the right side of the IRS.
By Evan T. Beach, CFP®, AWMA®
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What Really Happens in the First 30 Days After Someone Dies
The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
By Howard A. Enders
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AI-Powered Investing in 2026: How Algorithms Will Shape Your Portfolio
AI is becoming a standard investing tool, as it helps cut through the noise, personalize portfolios and manage risk. That said, human oversight remains essential. Here's how it all works.
By David Abraham
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How a Tax-Aware Long-Short Strategy Solved This Couple's $50,000 Capital Gains Problem
Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware long-short strategy can help.
By Pam Krueger
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5 Retirement Myths to Drop (and How to Plan for the Reality)
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
By Robby J. Graham, CFP®, CPA
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Silence Is Golden, But It Can Hurt Heirs More Than You Think
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
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Will Your Children's Inheritance Set Them Free or Tie Them Up?
An inheritance can mean extraordinary freedom for your loved ones, but could also cause more harm than good. How can you ensure your family gets it right?
By Erin Wood, CFP®, CRPC®, FBS®
