Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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5 Ways to Teach Your Kids About Giving Back
Teaching kids generosity goes beyond simple rules and can involve fun, practical strategies, such as letting them lead giving, volunteering together and more.
By Julia Pham, CFP®, AIF®, CDFA®
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How You Can Use AI to Improve Your Finances
Apps can help with budgeting, saving and investing, financial coaching and debt management. But providing your personal information can also raise your risks.
By Marguerita M. Cheng, CFP® & RICP®
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When Checkout Charity Gets Uncomfortable (Maybe Even Illegal)
Cashiers asking customers to "round up" their total for charity can cross an ethical line if there's no disclosure about the benefiting organization.
By H. Dennis Beaver, Esq.
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Find Free Money for College: Affluent Families Can Apply Too
Families can access scholarships, grants and incentives by strategically positioning their students in terms of merit, skills and timing.
By Sravani Atluri
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Tax-Smart DAF Strategies Advisers Can Put to Work for Clients
Donor-advised funds can help clients maximize their philanthropy through front-loading deductions, donating appreciated assets and 'bunching' contributions.
By Stephen Kump
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How Advisers Turn Compliance Into a Competitive Advantage
Collaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.
By Shawn Scholz
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Holidays Are a Rich Time for Parents and Young Adults to Talk Money
The most productive family financial conversations start with open-ended questions and a lot of listening. Don't let this opportunity pass you by.
By Michael Schneider
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Family Offices: Women of Wealth Create a New Model of Giving
Women who are inheriting wealth today are shifting from traditional philanthropy to creating sustainable systems to fund philanthropic gifts into perpetuity.
By Kathleen Grace, CFP®, CIMA®, MPrA
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This Retirement GPS Helps You Navigate Your Drawdown Phase
Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on the old, risky 4% rule.
By Shawn Maloney
