Wealth Management
News, insights and expert analysis on wealth management from the team at Kiplinger.
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Is Your Retirement Plan Missing a Caregiving Strategy?
Millions of people over 65 care for grandkids, adult kids or aging parents and will also need care themselves. Building a caregiving strategy is crucial.
By Anna M. Rappaport, FSA, MAAA
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6 Financially Savvy Power Moves for Women in 2026
Don't let the day-to-day get in the way of long-term financial planning. Here's how to get organized — including a reminder to dream big about your future.
By Mary Ware, CFP®, CIMA®, CDFA®
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What Private Equity's Shift Means for Investors, Business Owners
For 40 years, private equity enjoyed extraordinary returns thanks to falling rates and abundant credit. That's changed. What should PE firms and clients do now?
By Alexander G. Stacy
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Mutual Funds Reality Check: Are You Really Diversified?
You might be invested in multiple mutual funds, but they might be invested in the same stocks. Here’s how to go about fixing that.
By Daniel Sullivan
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5 Key Points to Consider Before You Claim Social Security
The big decision every retiree has to make is when to start taking Social Security benefits. Here are five things to think about as you weigh your options.
By Brett Gottlieb, Investment Adviser Representative
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Investors Could Reap Millions With 2026's Shift in Tax Rules
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
By Daniel Goodwin
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When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
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Employers Will Find the Best Person for the Job in an Escape Room
Escape rooms can give employers a better indication of job candidates' strengths than a standard interview. Here's how your company can get on board.
By Neale Godfrey, Financial Literacy Expert
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What Does It Really Take to Retire Rich?
Stick with a steady plan to save and smart investing over the long haul, and even a perfectly average paycheck can pave the way to retiring rich and living large
By Kathryn Pomroy
