Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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This Counterintuitive Tax Move Could Save You (and Your Heirs) ThousandsTax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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The Retirement Spending Mistake Even Careful Savers Make (and How to Fix It)Playing it too safe could mean trips not taken, educations not funded, life not enjoyed. Don't abandon caution — just build contingency plans for your portfolio.
By Patrick Payne, Ph.D., CFP®
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This Proactive Tax Strategy Maximizes What You Actually Keep After TaxesIntegrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Couples Say This One Thing Justifies Divorce (and It's Not Infidelity)An open conversation between you and your partner about finances can help save you from the biggest argument couples have: money.
By Tony Drake, CFP®, Investment Advisor Representative
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How Football and Annuities Can Defend Against Risk in RetirementFootball can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
By Phil Simonides, CFP®
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Why a Trump Account Might Fit the Financial Strategy for Your NewbornFrom July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.
By Martin Schamis, CFP®
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4 Retirement Risks Business Owners Often OverlookRetirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.
By David Lukas, Investment Adviser Representative
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Old Annuities Carry Untapped Potential for You and Your Clients: Here's WhyAnnuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize their finances and grow your business.
By Jake Klima
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From ETFs to Direct Indexing — Why It Makes Sense to Move Across NowETFs and mutual funds are the backbone of many portfolios, but have limitations for clients and advisers. New tech means direct indexing can be a better option.
By Paul R. Kenney Jr., CFA®
