Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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What a Delaware Statutory Trust Can Do That Your Will Can'tDelaware Statutory Trusts (DSTs) can keep capital gains taxes at bay when your children inherit your property. But you need to handle them smartly.
By Daniel Goodwin
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Your Retirement Plan Can't Just Be About Numbers: Here's WhyDoes your retirement plan account for increasing healthcare costs and longevity? It's time to stop focusing on market returns and take a more complete approach.
By Jared Nepa
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This Is Why Investing Feels Easier — and Harder — Than EverWhile apps make investing easier, the risks of emotional trading and hidden costs are higher. Greater transparency from brokerages would help.
By James Martielli, CFA®, CAIA®
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The Retirement Tax Assumption That Could Cost YouIncome from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.
By John Jones, ChFC®, EA, BCP®
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Loyalty Points vs Empathy: A Widow’s StoryA widow was blocked from using her late husband's loyalty points. This is what businesses can learn about compassionate customer service from her story.
By H. Dennis Beaver, Esq.
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4 Ways to Navigate the Pressures of a 30-Year RetirementBy focusing on a "preservation mindset" that balances reliable income, smart tax planning and market protection, you can build a financial strategy to help your money last as long as you do.
By Larry Martin, CFP®, ChFC®, RICP®
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How to Navigate Your Parents' Older Years as an Only ChildIf you're the only child of aging parents, decisions about care and financial affairs may fall to you. These are the risks — and the conversations to have now.
By Mary Ware, CFP®, CIMA®, CDFA®
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How to Make a Corporate Event Less Lavish But More ImpactfulAs corporate budgets tighten, leaders are realizing that meaningful gatherings aren't defined by expensive spectacles but the genuine connections they foster.
By Sharon Reus
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8 Expenses That Quietly Disappear After RetirementSignificant expenses, such as payroll taxes, often disappear the day you retire, so you probably won't need to replace as much of your salary as you thought.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
