Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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Should You Invest in Gold? A Financial Adviser's GuideTo decide if the precious metal is right for you, consider three roles it could play: As a return driver, as a diversifier or as a hedge.
By Paul R. Kenney Jr., CFA®
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How to Turn Your Home Equity Into Retirement IncomeUnlocking home equity to supplement retirement savings sounds great in theory. But before you commit, make sure you fully understand the costs involved.
By Anthony Martin
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Moving to Spain? Why You Need a Flexible Financial PlanMoving to Spain? It can be more practical to rent before you buy. And not rushing into irreversible choices can make it easier if life brings you back home.
By Peter Dougherty, CFP®, CRPC®, EFP (Spain)
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Why You Shouldn't Put All Your Money Into Roth IRAsConverting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Roth Conversions: The Golden Tax Planning WindowIf a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.
By Jeremy Keil, CFP®, CFA®, CKA®
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Medicare Supplement Rates: How to Save MoneyYour Medigap plan could be much cheaper with another carrier. It's easier than you might think to switch — but beware of the timing trap that can trip you up.
By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®
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Whose Definition of Financial Success Are You Chasing?Are you pursuing your own financial goals or what society expects? Find out by asking what you'd change if you could redesign your life, and what you'd keep.
By Feroz Ansari, CFP®
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How Fee-Only Financial Advisors Put Clients FirstFee-only advisors don't get commissions, referral fees or sales incentives. They give transparent advice that improves lives, paid for directly by the client.
By David Bromelkamp
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The Truth About Private Equity Consolidation: Check the MathDon't believe the hype around private equity eating up independent clinical practices. This is the best way to respond when a salesperson calls with an offer.
By Brian Hanks, MBA, CFP®
