Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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3 Ways to Protect Family Wealth Like the Ultra-RichYou've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
By Steven Bowles, CLU®
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Looking for Financial Advice? Start With This QuestionBefore you search for a financial professional, ask yourself what kind of financial advice you need. You'll then know where to look — and what fees to expect.
By David Bromelkamp
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Direct Energy Investing: Tax Advantages for High EarnersDirect energy investing offers unique tax benefits, although high-income households should carefully evaluate its risks, not just its tax treatment.
By Jay R. Young
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How to Avoid the Tax Torpedo That Targets Wealthy RetireesIf you've saved millions for retirement, take cover from the "tax torpedo" of RMDs, IRMAA and the NIIT, which all conspire to spike your marginal tax rate.
By Evan T. Beach, CFP®, AWMA®
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Is This 1950s Investing Strategy Holding Your Portfolio Back?The diversification-focused modern portfolio theory has been the investing "rulebook" for decades, but it might be worth considering whether it fits your goals.
By Thomas Scorcia
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Money Lessons for Kids (and Adults) From a Financial AdviserIt's never too early to get started understanding wealth — and what generations who came before you did to set you on your path.
By Mary Ware, CFP®, CIMA®, CDFA®
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Are You a Woman Who Has No Time for Financial Planning?Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
By Beth Bosworth, CFP®
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Think Like Warren Buffett as You Near RetirementAre you taking needless risks? It might be time for a financial check-in to see how much you really need to invest in the markets.
By Barry H. Spencer, Registered Investment Adviser
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If You're Too Rich for a Roth, Consider a Mega Backdoor RothA mega backdoor Roth IRA allows high-income earners to potentially move tens of thousands of dollars into a tax-free retirement account. This is how it works.
By Nancy Hite, CFP®, CLU®, ChFC®, RFC®
