Wealth Wise
Questions from real people, for real people. Wealth Wise is Kiplinger's advice column on navigating retirement-related financial dilemmas.
Latest
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My Retirement Funds Are in Stocks. Should I Shift to Index Funds?In this week’s Wealth Wise advice column, planners explain why a "core-satellite" strategy might offer the best of both worlds.
By Maurie Backman
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Should We Buy Hybrid Long-Term Care Insurance in Our 60s?Our reader wants to pay for hybrid life and long-term care policies with a pre-tax retirement account. Experts break down the numbers in this week's Wealth Wise advice column.
By Maurie Backman
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They Retired With $10 Million. Should They Invest Aggressively?In this week's Wealth Wise advice column, experts explain why you don't have to play it safe if your income is secure and you're investing for your heirs.
By Maurie Backman
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Can a 64-Year-Old Retire and Count on 'Shaky' Social Security?In this week's Wealth Wise advice column, financial experts run the numbers to see if a frustrated worker can safely trade their job for a $90,000-a-year retirement.
By Maurie Backman
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Our Parents Lived 'Forever.' How Do We Plan for Long-Term Care?Even if you're very wealthy, you may need to plan for long-term care through age 100. Our Wealth Wise columnist asks the experts what to do.
By Maurie Backman
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Is It Wrong to Ask My Retired Mom for Financial Help?You're stretched thin, and she has millions. This week's Wealth Wise advice column asks experts how to handle the financial and emotional rules of taking money from your parents.
By Maurie Backman
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The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
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The 'Ultra-Low-Risk Portfolio' for RetireesShifting away from stocks reduces risk, but as this week's Wealth Wise column explains, you still need to beat inflation. Here's how to balance safety and peace of mind.
By Maurie Backman
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4 Urgent Questions About 529 Plans and College SavingsIn this week's Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating the new 529 plan rules.
By Maurie Backman
