Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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How to Get an Employer Match for Your Trump AccountYour employer can contribute up to $2,500 a year to your child's Trump Account. The funds won't be taxable income for you and are a deductible business expense.
By Blake Smith, CFP®, AIF®
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Is Your Family Office Losing Money? How to Track ItBuilding a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.
By Michael W. Sonnenfeldt
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Strengthen Client Relationships: Easy Sales TweaksSmall tweaks to your sales process can uncover new opportunities and better serve your clients' retirement goals.
By Jim Bowman
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This Outdated Home Equity Rule Can Increase Retirement RiskInstead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.
By Craig Corn
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How Financial Advisers Can Thrive in the Age of AIFinancial advisers shouldn't fear being replaced by AI. Instead, embrace the role of a trusted guide who helps clients apply information they get from AI tools.
By Salvatore M. Capizzi, CEPA, CBDA
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This Is Why AI Can't Replace Your Financial AdviserAI can track spending, organize expenses, watch for unusual activity and remind us when to pay bills, but it can't offer personalized financial advice.
By Kevin Brauer, MBA, CPA, CMA
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How to Avoid the 1031 Exchange 45-Day TrapA 1031 exchange gives you 45 days to identify your replacement property, but starting the clock unprepared can cost you. Here's how to manage the process.
By Carl E. Sera, CMT
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Trump Account: A Head Start Plus a Learning OpportunityThe government will add $1,000 to Trump Accounts for eligible children, but families who contribute regularly and use them as a learning tool can benefit most.
By Jason “JB” Beckett
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The Key Ingredients for a Successful Move to EuropeMoving to Europe from the U.S. can get more complicated the wealthier you are. Find out what it really takes for a successful move — and how to plan for it.
By Alex Ingrim, Chartered MCSI
