Kiplinger.com Site Map Wealth Creation 2018 201920182017201620152014December December 31, 2018 The Bucket Approach for Investing in Your 50s Retire Happy and Fulfilled with Drew Brees Mindset December 28, 2018 5 Ways Financial Advisers Misrepresent Themselves Retirement Planning Is Cash Flow Planning 5 Items for Year-End Financial Wellness Checklist December 27, 2018 Is Your Adviser a Financial Manager or Life Coach? December 26, 2018 Get the Most Out of Your Health Savings Account Meaningful New Year's Resolutions for Grandparents December 24, 2018 How to Save $1 Million with a Roth To Retire Comfortably, It Isn't All About Investing December 21, 2018 Do You Need Life Insurance in Retirement? Keep Your Shields Up When Investing December 20, 2018 Leaving a Job? How to Decide on a 401(k) Rollover December 19, 2018 An All-Too-Common Investment Mistake December 18, 2018 How Income Annuities are Taxed – and Why 4 Simple Steps to Protect Against Identity Theft Millennials: It Might be Time to Break Up with Cash December 17, 2018 An Ego-Driven Portfolio Can Crash Your Retirement How to Beat the 2 Top Risks Retirees Face December 14, 2018 To Serve Your Business and Save on Taxes, Think Big December 13, 2018 6 Tips to Get Your 2019 Financial House in Order December 12, 2018 Is $1.5B Lotto Winner Better Off Under New Tax Law? What to Do (and Not Do) When the Market Drops December 11, 2018 Accept Nothing Less Than True Diversification How Gig Workers Can Get Disability Coverage December 10, 2018 3 Ways to Instill Financial Values in Children Timeshare Nightmares: Don't Let This Happen to You December 07, 2018 Know This Before You Buy a Fixed-Indexed Annuity 6 Smart Ways to Save Money on Your Tax Bill December 06, 2018 Create a Solid Retirement Income Plan December 05, 2018 2019 Real Estate Report: The Multifamily Market December 04, 2018 Where Do You Fall Along the Wealth Continuum? Your Legal Rights When Restaurant Meal Goes Wrong December 03, 2018 Tax-Efficient Retirement Withdrawal Strategies A Risk That Could Cost You Everything: Dunning-Kruger November November 30, 2018 How to Tell a Correction from a Bear Market? November 29, 2018 The Bodacious Benefits of a Donor Advised Fund November 28, 2018 Medicare Part D Costs and Deductibles for 2019 Seeking Guaranteed Lifetime Income? Join the Club November 27, 2018 Afraid to Retire? How to Put Those Fears to Rest Make Time to Help Caregiver Out (or Just Say Thanks) November 26, 2018 Turn Generational Gripes into Financial Security Giving Tuesday: How to Make Your Gift Really Count November 23, 2018 Annuities May Be a Better Option than You Think November 22, 2018 5 Tax Strategies for Small-Business Owners How to Give on Thanksgiving and Get a Deduction November 21, 2018 Financial Advice May Not Be Your Adviser's Specialty Save Money This Holiday and Create a Closer Family November 20, 2018 How to Choose the Right Trustee for Your Estate Double Trouble for Wealth: Rules and Regulations November 19, 2018 Joint Ownership: The Good, the Bad and the Ugly Why Wealthy Should Take Social Security ASAP November 16, 2018 Has Warren Buffett's Strategy Gone Out of Style? Fend Off Problems With Your 401(k)-Focused Nest Egg November 15, 2018 Investors: Watch Out for Revenue-Sharing Agreements November 14, 2018 The Trouble with Joint Bank Accounts Just in Case November 13, 2018 Mom's Diary Secret Triggers Estate Challenge How to Squeeze More Happiness from Every Dollar November 12, 2018 Stock Market Storm Trackers Have Eyes on the Skies Solving the Biggest Risk in Retirement Setting Realistic Expectations in a Bull Market November 09, 2018 How Big Does Your Nest Egg Really Need to Be? November 08, 2018 'Golden Decade' a Golden Chance to Control Taxes November 07, 2018 How to Manage Cash, Your Most Overlooked Asset Ethics Can Be Fun? 2 Games to Teach Your Grandkids November 06, 2018 1031 Exchange: Should You Swap Till You Drop? How to Invest in Real Estate Without the Headaches November 05, 2018 Estate Planning for 'Hard' Assets Like Art, Heirlooms 5 Mistakes NOT to Make with Annuities November 02, 2018 Growing Up Rich Can Set Grandchildren Up for Fall Retirement Today Doesn't Come as Easy Yesterday November 01, 2018 Is Rental Property Good Way to Grow Your Wealth? 5 Tips to Weather the Volatile Stock Market October October 31, 2018 High-Deductible Health Insurance vs. Traditional 2018 Tax Moves to Try Before the Holidays Arrive October 30, 2018 If You Hate Annuities, You May Not Understand Them October 29, 2018 Retirement Planning for Millennials Initial Coin Offering May Replace Stock Exchanges October 28, 2018 4 Things to Check When Selecting a Portfolio Asset October 26, 2018 How to Live Frugally Without Skipping Starbucks October 25, 2018 3 Reasons to Convert an IRA to a Roth October 24, 2018 Is Something BIG Missing from Your Retirement Plan October 23, 2018 Keeping Up-to-Date on Your Income Annuity Quotes How Codicils Can Simplify Updating Your Will Estate Planning: How to Get Your Family Talking October 22, 2018 Respect Your Survivors By Creating a Will Why You Must Re-Evaluate Value Stocks October 19, 2018 Medicare Open Enrollment: A 5-Point Checklist October 18, 2018 Can the Office Gray Gracefully? Annuity Sales Incentives Taint Accident Settlements October 17, 2018 It Is Time to be Realistic about Retirement October 16, 2018 Strategize Now to Avoid a Retirement Tax Surprise To Plan or Not to Plan ... That is the Question October 15, 2018 Is a Roth Conversion Right for You? Social Security Truth or Consequences October 12, 2018 The 5 Golden Rules of Investing What NOT to Do During Open Enrollment Time October 11, 2018 The 5 Wrong Things People Ask Financial Advisers October 10, 2018 An Important Choice: Public or Private School? October 09, 2018 A Pre-Retirement Checklist: 8 Steps to Take Now Smart Financial Habits of the Wealthy October 08, 2018 Rest In Pieces, AMT Tax-Smart Way to Have Enough Money for Retirement October 05, 2018 Divorce Is About to Get More Expensive It's World National Financial Planning Day! October 04, 2018 Avoid These 5 Mistakes in Your Retirement Plan How to Boost Retirement Income by Making It Safer October 03, 2018 A Financial Planner's Guide to Open Enrollment October 02, 2018 5 Key Financial Aid Considerations for College Budget Travel Tips from a Family Trip Abroad October 01, 2018 Surprise, You Can Retire Now! September September 28, 2018 Is There a Right Way to Make a Roth Conversion? September 27, 2018 Agony and Ecstasy of Retirement Living in a Pod Even Your Pet Needs an Estate Plan September 26, 2018 My 15 Best Apps for Entrepreneurs and ‘Gigpreneurs’ Already Contributing to Your 401(k) ... How to Optimize It September 25, 2018 Don't Let a Gray Divorce Ruin Retirement Dreams 5 Questions to Ask Before You Take Your Pension September 24, 2018 The Real Truth about Variable Annuities September 21, 2018 Caring for Your Aging Parents: How to Prepare September 20, 2018 How to Use a Self-Directed IRA for Real Estate September 19, 2018 With Market at Its Peak, Should You Wait to Invest? September 18, 2018 Estate Planning for Surviving Spouses September 17, 2018 A Guide to the Softer Side of Estate Planning Start Early and Keep Building Good Money Habits September 14, 2018 Millennial Strategies in Low Interest Rate Times September 13, 2018 Making Extra Mortgage Payments? Not So Fast September 12, 2018 Are You a Gambler, Speculator or Investor? September 11, 2018 The Risk in Investors' Own Backyards: Hometown Bias Should I Do a Roth Conversion? September 10, 2018 3 Steps to Worry-Free Splurges for Retirees September 07, 2018 Rich People May Want to Take Social Security at 62 September 06, 2018 What Makes an Investment Right or Wrong an IRA? September 05, 2018 Position Yourself for a Secure Retirement 3 Strikes Against Women in Retirement September 04, 2018 How to Teach Your Children About Money Are Blue-Chip, Dividend-Paying Stocks Really ‘Safe’? August August 31, 2018 Depend on Market Efficiency – Not Pundits Don't Let Coulda, Woulda, Shoulda Derail Your Dreams August 30, 2018 Health Insurance Too Expensive? A Cheaper Option August 29, 2018 Don't Underestimate Need for Disability Insurance August 28, 2018 Myth: Life Insurance is NOT Taxable August 27, 2018 To Protect Your Wealth, Manage Your Relationships August 23, 2018 Eliminate Risk, Generate More Retirement Income August 22, 2018 How Should YOU Measure Your Investment Performance? August 21, 2018 What to Know about College 529 Savings Plans August 20, 2018 Avoiding the Storms in Your Retirement Portfolio Is Your Child at Risk of Catching Affluenza? August 17, 2018 New Tax Rates Could Help Defuse Your Tax Time Bomb August 16, 2018 College Savings 101: Arguments Against 529 Plans August 15, 2018 Why Live Alone in Retirement? Form a Pod Instead August 14, 2018 Could Your Cash Savings Hurt You? You Are the Biggest Threat to Your Retirement Plan August 13, 2018 Are You Ready for Longevity? 4 Steps to Take Now August 10, 2018 Considerations on Big Purchases August 09, 2018 Young Savers Cant Assume Roths Are Right for Them August 08, 2018 3 Serious Red Flags for Financial Advisers Social Security Birthday Rules August 07, 2018 What Happens When Your Financial Adviser Retires? August 06, 2018 Estate Planning 101: 5 Lessons for New Parents To Avoid Tax Surprise, Check Your Withholding Now August 03, 2018 Taxes Are on Sale: Here's How to Take Advantage August 02, 2018 My 10 Best Financial Literacy Apps for Kids Why I Love My Whole Life Insurance Policy August 01, 2018 Is Your Financial Adviser Truly Independent? July July 31, 2018 7 Myths About Variable Annuities A Different Kind of Diversification for Retirees July 30, 2018 3 Myths About Your Social Security Filing Age July 27, 2018 8 Personal Finance Apps to Try for Fun (and More) July 25, 2018 With Taxes on Sale, Consider a Roth Conversion July 24, 2018 How I 'Found' $300,000 for an Elderly Relative July 23, 2018 Your Kid Is Moving Back Home? Make the Most of It Are You Collecting Art or Merely Decorating? July 20, 2018 How to Freeze Your Credit and Stay Safe Online July 19, 2018 3 People Who Benefit from a Roth (and 2 Who Don't) July 18, 2018 How to Go Back to Work When You Are on Disability July 17, 2018 3 Spending Strategies for Your Retirement July 16, 2018 How to Avoid Being Robbed Blind After You Die Bull or Bear Market – Who Cares? It Shouldn't Matter July 13, 2018 Is Downsizing in Retirement Right for You? July 12, 2018 Is Paying off Your House the Right Move? Don't Let Peer Pressure Spoil Your Retirement July 11, 2018 Ignore Your Gut Instincts When Investing July 10, 2018 The Tax-Smart Way to Leave Money to Heirs, Charity July 09, 2018 Avoid the 5 Biggest IRA RMD Mistakes A ‘Wish List Journal’ Can Help With Retirement July 06, 2018 A Unique Estate Planning Idea July 05, 2018 Is the Stock Market More Volatile Now Than Ever? July 04, 2018 Take Control of Your Student Loan Debt July 03, 2018 How a Merger or Acquisition Affects Your 401(k) Is Your Retirement Income in Peril of This Risk? July 02, 2018 Best Apps for Sending Money Protect Yourself from Rising Inflation Rates June June 29, 2018 Moms: Make Your Home Work Like Work June 28, 2018 Tips for Filtering Noise About Market Turbulence June 27, 2018 When to Claim Social Security: 3 Timing Scenarios June 26, 2018 Is Your Retirement Plan Completely Backward? Company Ready for New Partnership Tax Audit Rules? June 25, 2018 Your First Meeting with Financial Adviser You Can't Escape Emotions, So Harness Them for Good June 22, 2018 Active vs Passive Investing … Which Path to Take? June 21, 2018 You Have a Will – Is It Time for an Estate Plan? June 20, 2018 Be Roth Smart: An Investment Guide to Roth IRAs June 19, 2018 Finance Lies Women Need to Stop Telling Themselves Should Investors Be Worried? 3 World Cup-Inspired Investment Tips June 18, 2018 How Much Cash Should Retirees Hold? 6 Tips for Those Who Have Lost a Spouse June 15, 2018 How to Check a Financial Advisers Credentials June 14, 2018 Protect Your Estate Plan Against This Better Than Bonds? A Look at Fixed Index Annuities June 13, 2018 What are the New Tech Stocks of 2018 and Beyond? Buying a Home Could be a Bad Career Move June 12, 2018 Should You Give Your House Away? June 11, 2018 Beware of Hidden Costs in Your Mutual Funds! June 08, 2018 Your Kid Wants Help Starting a Business? Be Careful Why Trading in Bitcoin is Playing with Fire June 07, 2018 Insights from a Former Financial Adviser Don’t Play Favorites on Your Financial Team June 06, 2018 Americans Talk Themselves Out Retirement Security June 05, 2018 When Will Bitcoin Make Its Way to 401(k) Plans? 3 Ways to Try a Roth IRA, Including Mega Backdoor June 04, 2018 The Biggest Social Security Mistake You Can Make June 01, 2018 10 Surprisingly Common Estate Planning Mistakes May May 31, 2018 Before You Invest in Anything Ask These 5 Questions Are Annuities a Baby Boomer Retirement Solution? May 30, 2018 How to Defuse Your Tax Time Bomb Alphabet Soup of Disability Income: SSDI, LTD and WC May 29, 2018 Is a Robo-Adviser Better for Your Money? May 25, 2018 Avoid the Buy-High, Sell-Low Trap 7 Questions to Ask Before Hiring Financial Adviser May 24, 2018 Wealthy Kids Don't Just Have It Made in the Shade May 23, 2018 Living on Investments? What If a Bear Market Hits? Avoiding the 50% Penalty on Overlooked RMDs May 21, 2018 3 Mistakes to Avoid with a Financial Adviser With Finances, Keep It Simple, Stupid (Even If Rich) May 18, 2018 You Are Worth More Than Your Stuff 5 Financial Tips for New Parents May 17, 2018 What to Do with an Old Life Insurance Policy May 16, 2018 How to Plan Ahead for Disabled Child's Inheritance 3 Ways to Spring Clean Your Finances May 15, 2018 What if I Told You That You Were Worth $160? The Million-Dollar Retirement Question is Wrong May 13, 2018 On Marriage and Money: A CFP's Perspective May 11, 2018 Single? In an Emergency, Who's Guarding Your Money? May 10, 2018 The Impact of Lifestyle Creep on Your Wealth May 09, 2018 Pro Athlete Money Mistakes We Can All Learn From What You Know About Financial Advisers All Wrong May 08, 2018 How to Tell If Your Life Insurance Is on Track Baby Boomers Have Financial Superpowers May 07, 2018 3 Powerful Tax Strategies for Retirees May 04, 2018 5 Bases You Need Covered With Your Retirement Plan May 03, 2018 Build a Retirement Plan on 4 Pillars of Success May 02, 2018 Covered Calls Add Stock Income Without Extra Risk When 'Rules of Thumb' for Life Insurance Don't Work May 01, 2018 Is Estate Planning Now Dead? Look Beyond Salary to Judge a Job April April 30, 2018 What Type of Trust Solution is Best for You? April 27, 2018 Beyond Bitcoin: Promising Cryptocurrencies April 26, 2018 What You Should Ask When Hiring Financial Adviser April 25, 2018 Roth IRA Utopia: Is Now the Right Time to Convert? 4 Case Studies Show How New Tax Law May Affect You April 24, 2018 Applying for Social Security Disability Insurance Create Income for Life, Inheritance for Your Kids April 23, 2018 Crypto Trading 101: Safer Cryptocurrency Exchanges Fiduciary Rule Struck Down, What Is Next? April 20, 2018 Getting Remarried? 5 Financial Steps to Take First April 19, 2018 All Aboard the Tax Volatility Train What is Central Bankers' Bubble and Will It Burst? April 18, 2018 Retirees Often Make This Social Security Mistake IRS Scams: How to Spot Them and Report Them April 17, 2018 5 Things to Do the Moment a Loved One Passes Away April 16, 2018 Annuities: The 'Bad,' the 'Good' and the 'Misunderstood' 3 Smart Ways to Give to Charity Under New Tax Law April 13, 2018 Employees: Maximize Tax Breaks in 2018 and Beyond April 12, 2018 What's a Trade War? Pros and Cons of Protectionism April 11, 2018 Rates Are Rising. Is It Time to Sell Your Bonds? Is Passive Investing Worse Than Marxism? April 10, 2018 A One-Size-Fits-All Retirement Plan Won't Work Are You Saving Enough? April 09, 2018 What Money Message Are You Sending Your Grandkids? April 06, 2018 Make Smart Spending a Priority Along With Saving April 05, 2018 Lost Your Investment Real Estate to a Disaster? April 04, 2018 We Just Got a Wake-Up Call from Wall Street April 03, 2018 3 Common Money Myths You Probably Believe 5 Money-Saving Tips for Tax Season April 02, 2018 How to Explain Bitcoin to Your Grandchildren Downsize Your Required Minimum Distributions 5 Last-Minute Tips for Tax Procrastinators March March 30, 2018 What's Your Investing Philosophy? Is It Best for You? March 29, 2018 Use Today's Tax Overhaul to Invest in Tomorrow For Business Owners, It's a Seller's Market March 28, 2018 Investors: 3 Steps to Prepare for the Rest of 2018 March 27, 2018 Have You Outgrown Your Financial Professional? March 26, 2018 4 High-Yield Spots to Park Your Savings Don't Let Volatility Rear-End Your Retirement Plans March 23, 2018 The Biggest Risk Retirees Face Right Now What Everybody Needs to Know About Investment Fees March 22, 2018 Social Security 101: How to File for Benefits March 21, 2018 Tax Rules on 10 Retirement Accounts or Investments Top 6 Apps to Spring Clean Your Finances March 20, 2018 3 Steps Toward Building a Retirement Income Plan March 19, 2018 You Don't Need a Financial Planner … Unless … March 16, 2018 Do You See a Market Cliff Approaching? March 15, 2018 Take Advantage of the New Tax Bracket Sweet Spots 7 Signs Your Estate Plan May Be Worthless March 14, 2018 Are You Investing or Speculating? What Type of Giver Are You? Picking a Charity March 13, 2018 The Toughest Question for Wealthy People to Answer 3 Things Married Women Need to Know About Money March 12, 2018 Top 10 Retirement Tips for Millennials March 09, 2018 Ins and Outs of Buying Long-Term Care Insurance Alaska Just Dinged Domestic Asset Protection Trusts March 08, 2018 New Baby on Way? The 8 Financial Steps to Take Now How Should You Take Your Pension Payout? March 07, 2018 The Scary Facts About Social Securitys Future March 06, 2018 When to Claim Social Security: 5 Tips 5 Ways to Maximize Your Charitable Giving March 02, 2018 Consider Annuities for Reliable Retirement Income March 01, 2018 Senior Marriage and Social Security: Rules to Know 6 Ways to Prepare for How Tax Reform Will Impact Your Retirement February February 28, 2018 How to Keep Your Taxes Down in Retirement 6 Options to Fund Long-Term Care in Retirement February 27, 2018 Should You Hire or Fire Your Robo Adviser? Investors: Don't Let FOMO Put Your Retirement at Risk February 26, 2018 The Bitcoin Bubble Will Burst, Just Wait How to Spot a Scam: Here are 3 I Dodged February 23, 2018 The New Retirement Reality for Women Stock Fear? A Safe Income Plan for Retirees February 22, 2018 While Others Debate Tax Law, Stay Focused Roth IRA: Convert Now or Pay Later? February 21, 2018 Why Stock Market Volatility Has Officially Arrived February 20, 2018 5 Things to Do in a Bear Market Bitcoin: Why You Should Not Invest in Fool's Gold February 19, 2018 How to Turn ‘Found’ Money into Retirement Income February 16, 2018 3 Tips to Raise Money-Savvy Grandkids Why Bonds Are More Important Than You May Realize February 15, 2018 How to Be Rich (A 401(k) Alone Won't Get You There) February 14, 2018 Mature Foreign Asset Protection Trusts Come Home What's Changing in Your Retirement Accounts in 2018 February 13, 2018 How Hidden Commissions Can Damage REITs and DSTs The Myth of the Magic Retirement Number February 12, 2018 How Are You Really Doing for Retirement? February 09, 2018 A Money Lesson for Newlyweds (and Other Lovers) February 08, 2018 The 3 Spending Stages of Your Retirement What Will the Stock Market Do Next? February 07, 2018 5 Money Lessons Grandparents Can Teach Grandkids February 06, 2018 Why Mark Zuckerberg Wrote a Letter (You Should Too) February 05, 2018 Financial Lessons from the Year of the Dog 5 Topics Couples Should Discuss Before They Retire February 02, 2018 Don't Neglect Health Care in Your Retirement Planning February 01, 2018 Pay for Only as Much Retirement Advice as You Need January January 31, 2018 Strategies for Giving to Charity Under New Tax Law Should You Buy a No-Load Variable Annuity? January 30, 2018 Basic Employee Benefit Checkup Can Save You Money How to Take Control of Your Retirement January 29, 2018 Disaster-Proof Your Retirement Plan 5 Things Your Kids Should Know Before They Inherit January 26, 2018 When Will the Dow Hit 50,000? January 25, 2018 Why the 4% Withdrawal Rule Is Wrong Grandparents: Pump $150,000 into College 529 Plans January 24, 2018 4 Ways the New Tax Changes Affect Your Finances Adding a Robo-Adviser To Your Financial Team January 23, 2018 Flying Blind With Bitcoin: Should You Invest, Too? January 22, 2018 Lower Your Expectations on Pension-Plan Promises January 19, 2018 Identifying Top Income Annuity Companies January 18, 2018 Two-Thirds of Americans Have Inadequate Insurance. I Was One of Them. How to Set Goals for Yourself and Make Them Happen January 17, 2018 1 Thing You Can't Forget to Take When Leaving a Job 3 Tips to Keep Emotions Out of Investing January 16, 2018 To Be Ready for a Bear Market, Do a Portfolio Check Don't Gamble With Your Retirement Income – Protect It January 12, 2018 Why Working Past 65 Can Be Doubly Rewarding Ultimate Tax, Retirement Strategy for High Earners January 11, 2018 You Can Pay $0 in Taxes on Your Retirement Income Money Aside, 5 Questions to Answer Before Retiring January 10, 2018 Annuities: To Buy or Not to Buy? The 401(k) Reaches 40 With Flaws Left to Fix January 09, 2018 Don't Trust a Pie Chart to Test Diversification Is Your Dividend Growth Strategy Stuck in the Past? January 08, 2018 A Guide for Widows and the People Near to Them January 05, 2018 Financial Pitfalls as Same-Sex Couples Marry Less 3 Financial Moves to Make as a New Year Starts January 04, 2018 Right Now Is Right Time to Prepare for Bear Market QCDs: A Strategy to Get More From 2018 RMDs January 03, 2018 Baby Boomers are Rewriting Retirement History Shore Up Your Financial House to Keep Wolf Away January 02, 2018 A Better Alternative to New Year's Resolutions The Impossible Reality of Long-Term Care Planning