Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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With Your Investments, Think Location, Location, Location
Tax diversification is as important as investment diversification: Focusing on what investment goes into which account helps determine how much of it you keep.
By John Vandergriff
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Setting Up a Business Abroad? 6 Mistakes to Avoid
Expat entrepreneurs can be caught out by cross-border rules on everything from taxes to estate planning. U.S. financial advisers based locally can help.
By Ann Marie Regal
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5 Estate Planning Things You Need to Do Now
Completing these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Add Lifetime Annuities to Unlock Home Equity and Tax Benefits
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
By Jerry Golden, Investment Adviser Representative
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Why Are Your Tax Dollars Not Maintaining Our Infrastructure?
Instead of spending the money needed to maintain our public buildings, roads and bridges, flashy new projects are prioritized. What can be done?
By Bob Hellman
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How to Keep Your Head When the Markets Make Others Lose Theirs
Practical steps like aligning your portfolio risk with your comfort level and securing sufficient liquidity can help you stay focused when markets get erratic.
By Amanda Weldon, CIMA®
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Tax Forms Retirees Are Getting in 2026 and What They're For
Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.
By Evan T. Beach, CFP®, AWMA®
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4 Ways to Make Debt Your Friend Instead of Your Frenemy
Debt can actually be a helpful tool, provided you understand the difference between good debt and bad debt and use it to optimize your financial strategy.
By Meagan Dow, CFA®, CFP®
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The Housing Crisis Affects Us All: Here's How We Can Fix It
Excessive building regulations are restricting the supply of affordable housing in areas with the strongest job markets — and that hits national growth.
By Jesse W. Hurst, CFP®, AIF®
