Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
-
New SBA Loan Rules 2026: What Could Sink Your LoanNew SBA loan rules make more capital available to small firms than ever, but owners need to demonstrate far more before they're approved. Here's what's changed.
By Christopher Cornella
-
How Advisers Can Help Women Plan for RetirementFinancial advisers have a powerful opportunity to earn deeper trust and create longer relationships by embracing women's unique financial realities.
By Jammie Serrano
-
Why Unequal Caregiving Shatters Family InheritancesAn even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
By Pam Krueger
-
Why Social Media Estate Planning Advice Is RiskyEstate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.
By Patrick M. Simasko, J.D.
-
Why the Super Rich Are Moving to LisbonWealthy families, tech innovators and private banks are migrating to Lisbon, Portugal. What makes it such an attractive destination — and could it work for you?
By Paul Stannard
-
How to Strategize Your Social Security BenefitsClaiming Social Security too early or too late can impact your entire financial picture in retirement. It pays to carry out a proper analysis before you commit.
By Tony Drake, CFP®, Investment Advisor Representative
-
How Women Should Plan for Retirement DifferentlyWomen's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.
By Evan T. Beach, CFP®, AWMA®
-
Avoid These Vacation Home Estate Planning MistakesThe family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
By Denise McClain, JD, CPA
-
Diversifying With Direct Energy Beyond 60/40For the right investors, direct oil and gas investing offers diversification beyond stocks and bonds and meaningful tax advantages. Should you go for it?
By Jay R. Young
