Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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Financial To-Dos to Finish 2025 Strong and Start 2026 Stronger
Don't overlook these important year-end check-ins. Missed opportunities and avoidable mistakes could end up costing you if you're not paying attention.
By Leila Evans, CFP®
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Are You Putting Yourself Last? The Cost Could Be Your Retirement
If you're part of the sandwich generation, it's critical that you don't let the needs of your aging parents come at the expense of your future.
By Kelly LaVigne, J.D.
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Time to Prepare for Disasters Like They Could Happen to You
You can no longer have the mindset that "that won't happen here." Because it absolutely could. As we head into 2026, consider making a disaster plan.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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How Women Will Lead a New Era in Charitable Giving
Women will soon be in charge of trillions in charitable capital, through divorce, inheritance and their own investments. Here's how to use your share for good.
By Julia Chu
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5 Smart Things to Do With Your Year-End Bonus
After you indulge your urge to splurge on a treat, consider doing adult things with the extra cash, like paying down debt, but also setting up a "fun fund."
By Kelli Kiemle, AIF®
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Gen X Investors: Protect Your Portfolio From an AI Bubble
Amid talk of an AI bubble, what's the best course of action for investors in their 50s and 60s, whose retirement savings are at risk from major market declines?
By Pam Krueger
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Retirees: Put Charitable Gifts in a DAF (and Get a Tax Break)
A donor-advised fund is a simple (really!), tax-smart strategy that lets you contribute a large, tax-deductible gift now and then distribute grants over time.
By William Thatcher
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Do You Have the 5 Pillars of Retirement Planning in Place?
Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens to your estate when you're gone.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Retirees Living in Portugal: You Need a Post-NHR Tax Strategy
When your 10-year Non-Habitual Resident tax break ends, you could see your tax rate soar. Take steps to plan for this change well before the NHR window closes.
By Ricardo Jesus, MBA
