Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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5 Key Decisions to Make in Your First Year of RetirementThe first year of retirement is when you finally get to replace the assumptions in your financial plan with real numbers that inform key decisions.
By Michael Pappis, CFP®
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How to Stop a 401(k) From Becoming a Tax Burden in RetirementSaving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Florida’s Gulf Coast: Come for the Sun, Stay for the TaxesSouthwest Florida is no longer just a vacation spot. It has evolved into a premier financial haven where wealthy families can protect and grow their fortunes.
By Hood Craddock, CPA
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The Best Time to Talk to Aging Parents About Money and CareTalking to your retired parents about finances and healthcare isn't a sign you don't trust them. It's how you help them stay in control for as long as possible.
By Alvina Lo
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How to Adopt a Laddered Approach to Investing for RetirementA laddered investing strategy, where you draw from some accounts while allowing others to grow over time, can help support you over a lengthy retirement.
By Michael B. Schwartz
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Are You Eligible for the 2027 Federal Saver's Match?If you qualify for the Saver's Match, the government will match your retirement contributions up to 50% of your first $2,000 in savings.
By Jason Bernat
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5 Steps to Take if a Loved One Shows Cognitive DeclineWhile medical treatment is the correct first impulse, your loved one will also need help with finances. It's best to have a discussion before symptoms begin.
By Kate Nottoli, Certified Dementia Practitioner® (CDP®)
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How Life Insurance Trusts (ILITs) Protect WealthPlacing million-dollar life insurance inside an irrevocable life insurance trust creates a layer of protection against estate tax and other family wealth risks.
By Jonathan Davis, CFP®
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How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
