Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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Awarded Company Stock? How to Avoid a Massive Tax HitDon't wait until filing season to plan a tax strategy for your company stock. On top of the usual taxes, you could face extra liabilities, penalties and risks.
By Stacy Francis, CFP®, CDFA®, CES™
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5 Costly Mistakes That Can Trigger Medicare SurchargesYour income will determine how much you pay, but here are some smart strategies that can help you lower your premiums.
By Meagan Dow, CFA®, CFP®
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3 Reasons High Earners Should Revisit Their Financial PlansTechnology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.
By Michael Aloi, CFP®
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10 Years Before Retirement: Your Strategy Now May Be a RiskAs retirement approaches, you need to shift focus from simply saving money to creating a plan for reliable retirement income while also protecting your wealth.
By Cameron Burskey
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12 Month-by-Month Steps to Get Your Finances Back on TrackIt's surprisingly easy for our finances to go off the rails. This practical plan can help you regain control by taking one positive step every month.
By Anthony Martin
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Social Security Strategies for Couples With an Age GapThe Social Security decision for the higher earner in an age-gap marriage is tricky, as claiming age can determine a widowed spouse's income for years.
By Ray R. Harris, MBA, RSSA®
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How the Widow's Penalty Could Double Your Spouse's Tax BillThe widow's penalty is when losing a spouse triggers a huge financial hit. It's an unfortunate twist of the tax system, but the good news is you can plan for it.
By Kyle Hammerschmidt, Investment Adviser
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Passive Income: How the Ultra-Wealthy Build Wealth While They SleepHow the wealthy create passive income streams that keep paying long after the hard work is done.
By Zina Kumok
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Travel Prices Heating Up: 4 Ways to Control Vacation CostsThe cost of summer vacations at home and abroad is higher this year, but that doesn't mean you have to miss out. These tips can help prevent lasting damage.
By Tony Drake, CFP®, Investment Advisor Representative
