Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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A Financial Survival Guide for Your College-Bound KidYour child might have all their dorm supplies, but have they got everything they need to be financially independent when they start college?
By Bruce Maginn, Principal
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The Workplace AI Gap: Why 'Figuring It Out' Isn't WorkingCompanies are rushing to adopt AI and leaving staff to figure it out as they go along. That risks employee burnout and ultimately the success of the business.
By Alice Grey Harrison
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4 Estate Planning Documents Your Family Needs in a CrisisEstate planning isn't just for the wealthy — it's for anyone who wants control over what happens next. These four core documents will help you establish it.
By Robby J. Graham, CFP®, CPA
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How to Time Retirement Withdrawals to Save on TaxesBy coordinating withdrawals from retirement accounts to keep your income below certain thresholds, you can save on taxes and benefit from valuable deductions.
By Steven L. Rich, RICP®, CLTC®, NSSA®, CF2
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How Hackers Target Your Retirement SavingsHackers are targeting your retirement savings — and they need little more than your email account or cellphone number to gain access. Here's how to stay safe.
By Shane W. Cummings, CFP®, AIF®
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13 Things Every Retiree With a Pension Must Know About TaxesIf you're a retiree with a pension, treating taxes as a core part of your retirement strategy is the best way to keep your income sustainable for the long haul.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Inherited Annuity? How to Avoid a Tax Bomb as a Non-SpouseWhen inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.
By Ken Nuss
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5 Financial Mistakes That Are Sabotaging Your WealthBuilding long-term wealth isn't about finding the perfect investment. It's about avoiding common financial mistakes and focusing on consistent daily habits.
By Lindsay Martinez, CFP®
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Funding a Donor-Advised Fund With Stock: An Easy GuideYou can easily (more easily than you might think!) turn your appreciated stock into a family giving legacy — and bring your family closer at the same time.
By J. Whitfield Wilks, CFP®, JD/MBA
