Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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How Retirees in the 2% Club Can Reduce Their Lifetime Taxes
Retirees with a pension and significant savings can use this strategy to lower taxes, avoid penalties like IRMAA and gain more control over retirement income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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5 Simple Steps to Financial Power for Every Woman
Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence.
By Nicole Romito, CFP®, CDFA™
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This Is How a QTIP Trust Protects Your Kids' Inheritance
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
By Mike Palmer, CFP®
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How Year-Round Tax Planning Can Reduce Tax Season Stress
Meeting tax deadlines is crucial, but good year-round habits — including making use of workplace benefits — can help lower your tax bill and your stress levels.
By Kate Winget
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Who Needs a Trust and Who Doesn't? A Financial Pro Explains
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Is That Really Your Grandkid Calling, or Scammers Using AI?
AI has given fraudsters new tools that make it even easier to identify vulnerable retirees and steal their money. What can you do to stay safe?
By Chris Dixon, RFC®
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Longevity and Asset Allocation: Rethinking Stock-Bond Splits
Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or more, it's time to rethink the rules.
By Feroz Ansari, CFP®
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5 Ways to Sort the Best From the Rest When Hiring a Financial Adviser
Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.
By Kelli Kiemle, AIF®
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How Alternatives and Self-Directed Investing Reshape the IRA
Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.
By Adam Bergman
