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529 Plan vs. Roth IRA: Best Way to Pay for Grandkids' College

Before you touch your retirement fund, consider how taxes and financial aid rules change the math. In this week's Wealth Wise column, we break down the right choice.

'Subsidized Adulting': Can You Afford to Help Your Kids?

Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.

By Maurie Backman
Should Fully Funded Retirees Invest Like 30-Year-Olds?

When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.

By Maurie Backman
How Do I Protect My $5 Million From My Freely Spending Partner?

"I'm a wealthy saver, he's a lavish spender with a mortgage. Am I crazy to consider marriage?" Kiplinger's Wealth Wise team answers a reader's financial dilemma.

By Maurie Backman

She's 63 and a Veteran, He's 62. How Should They Manage Healthcare?

In our retirement advice column, Wealth Wise, our reader turns 65 a year before a spouse. Here's how to seamlessly bridge the age gap using veteran benefits.

By Maurie Backman
You’ve Mastered Asset Allocation — Now It’s Time for Asset Location

In our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.

By Maurie Backman
Wealth Wise: Should We Bankroll Our Son's Law School Tuition?

In our retirement advice column, Wealth Wise, we help a couple weigh whether to lend their son $180K for his tuition or protect their savings.

By Maurie Backman

Wealth Wise: Should We Sell Our Rental or Keep the Income?

An out-of-state property is a great inflation hedge, but the hidden tax hits and landlord headaches might not be worth it. Our retirement advice column answers your questions.

By Maurie Backman
Wealth Wise: Downsize or Drain Our 401(k) to Pay Off Our Home?

In our retirement advice column, Wealth Wise, we help a reader navigate a heart-wrenching choice: Tap a 401(k) to save the lake home they love, or sell it to protect their financial future.

By Maurie Backman
Wealth Wise: Should We Borrow Money From Our Elderly Father?

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.

By Maurie Backman