Get trusted wealth creation advice, news and features. Find wealth creation tips and insights to further your knowledge on kiplinger.com.
8 Times You Should Contact Your Financial Adviser
Whether you experience a job change or begin caring for aging parents, your financial adviser can help manage the impact on your financial plan.
Are You Rich? Latest Survey Results Provide Some Clues
personal finance How Americans measure wealth is changing. See what they think is the magic number for them to be considered rich, according to a 2022 Schwab survey.
By Neale Godfrey, Financial Literacy Expert • Last updated
If Not a 60/40 Portfolio, Then What?
As the tried-and-true method struggles amid a weak bond market, strategies such as fixed-index annuities and buffer ETFs could help you weather difficult times.
By Bill Aldrich, CLU® • Published
How to Invest at Any Age
Investment strategies in your 20s will obviously differ from those in your 50s, but how should your investment focus change as you get older?
By Justin Grossbard • Published
10 Key Things to Think About in Your New Year Financial Planning
2023 is set to be a tough year economically. Here’s how to get your financial and life plans in the best possible shape.
By Stephen B. Dunbar III, JD, CLU • Published
Ethical Issues Can Play a Part in Family Business Succession Plans
A small-business owner seeks insight on how to reconcile ethical issues in the law business with the religious beliefs of his planned successors, who are also his sons.
By H. Dennis Beaver, Esq. • Published
Do You Know a Financial Hoarder? 4 Steps to Untangle the Mess
Accumulating assets for the sake of accumulation can leave behind overwhelming chaos for heirs. Ignoring the problem will only make it worse.
By Erin Wood, CFP®, CRPC®, FBSⓇ • Published
Where Is the Economy Heading? Velocity of Money Provides Clues
Financial adviser looks at the rate at which money is being spent in the economy for an idea of whether we’ll see a recession in 2023.
By T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® • Published
3 Mistakes Business Owners Can't Afford to Make When Planning Their Exit Strategy
Getting an early start on laying the groundwork for your exit is imperative. Empowering others to make decisions and delegating responsibilities also play key roles.
By Christopher C. Giambrone, CFP®, AIF® • Published
What You Need to Know About Calculating RMDs for 2023
required minimum distributions (RMDs) If you don’t need to live on your RMDs, then 2022’s market downturn could have a bright side: lower RMDs for 2023 and therefore lower taxes.
By Chris Gullotti, CFP® • Last updated