Wealth Creation
News, insights and expert analysis on wealth creation from the team at Kiplinger.
Latest
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This Social Security Claiming Mistake Can Hurt Women the Most
Women should personalize their Social Security claiming strategy and run the numbers after considering life expectancy, tax situation and existing assets.
By Camille Butterfield
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Women Face a Long-Term Care Gap They Can't Afford to Ignore
Women are the main providers of care — and will make up most of those needing it in future. Your 50s is when to start asking how you'll cover your own needs.
By Lori Gross
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AI is Making Your Community Bank More Human, Not Less
Community banks and credit unions can use AI to free up employees' time, allowing them to focus on customer relationships and maintain the human touch you value.
By Sean Desmond
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3 Ways to Set Up a Retirement Paycheck: Which One Suits You?
Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.
By Kyle Hammerschmidt, Investment Adviser
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Why Business Owners Need Combined Estate and Succession Plans
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
By Keith Berk
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Your 401(k) Is Sitting Pretty, But Does It Need a Rethink?
Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Will Environmental Hazards Make a Mess of Your Estate Plan?
Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
By Rick Kubler
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Setting Up a Business: The End Is a Very Good Place to Start
It may seem crazy to start a business with the end in mind, but thinking about your exit first will have tax benefits and ease crisis management down the line.
By Rick Simonetti
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Are You Too Busy to Spare Your Heirs Stress and Heartache?
The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
By H. Dennis Beaver, Esq.
