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We brought together three of our favorite financial experts to discuss inheritances and the Great Wealth Transfer. Read what they had to say and what you should know when discussing inheritances with your kids.
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The same $1.5M can support $7,000 a month for some retirees and $11,000 for others. The gap isn't luck. It's withdrawal order, taxes, and Social Security timing. If your advisor isn't discussing this, it's time to ask.
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You’re getting ready to retire, and you find yourself inclined to sell your assets. You’d rather have the extra cash than an extra home or a hefty portfolio to manage. With cash, you can travel, spoil the grandkids, and treat yourself. Even though selling may seem easier, there are some assets worth holding onto.
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In 2026, the S&P 500 is lacking in its equal-weight counterpart. The largest names, Apple, Nvidia, Microsoft, and many of the other tech giants, are making up nearly 40% of the value. Here’s what long-term investors should know.
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In the first half of 2026, the US suffered $12 million in climate and weather damage. As damage rates keep increasing, insurance rates are expected to go up. These are the steps you can take today to prepare for climate-driven damages and price hikes.
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Even a well-funded portfolio can face challenges if withdrawals, taxes and spending aren't carefully coordinated. A fiduciary advisor can help you build a tax-aware retirement budget that acounts for these factors. Find and compare vetted fiduciary advisors serving your area.
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Get a FREE ISSUE of Kiplinger Personal Finance magazine, and save up to 77% to subscribe. Includes special issues such as Investing Outlook, Retirement Planning, Mutual Fund Roundup, and Guide to ETFs. Count on Kiplinger for trustworthy help to build wealth, spend wisely, cut taxes, and retire rich. CLICK HERE |
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Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.
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An inheritance can bring opportunity but also responsibilities. Take this short quiz to discover how ready you are, and get tips to protect your legacy.
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Retirement is one thing, but what about long-term care costs later in life? Join Dana Anspach for a free webinar on October 8 and learn how to plan for future care expenses as part of your retirement strategy.
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