"Kiplinger" Articles

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Weekend Reading: Planning for Retirement Assets in Your Estate Plan

As part of our Retire With Purpose planning framework, we believe tax efficiency should act as a common thread throughout your investments, and that includes within your estate plan. Some assets make more sense to utilize in retirement, while others are better passed down to a beneficiary or charity.

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Weekend Reading: Why Today's Retirees Need to Pursue Tax-Minimization Strategies

Here’s a retirement reality check: Tax increases will affect you more today than they did for retirees in years past.

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Weekend Reading: Can You Retire With a Nest Egg That's Too Big?

We so often hear stories of not having saved enough for retirement, but what about the other end of the spectrum?

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Weekend Reading: What Happens to Your Digital Assets When You Die?

Think about all the valuable items you keep on your cell phone or computer. These might include photos, word doc files, or even cryptocurrency. Maybe you have a backup of these items on an external hard drive or in the cloud, but what happens if you’re no longer around to access those files?

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5 Tax Strategies for Small-Business Owners

Many small-business owners don't take full advantage of the opportunities available to them to reduce the amount they pay in taxes. Here are 5 often-overlooked tips to consider.

Independence Independence
Is Your Financial Adviser Truly Independent?

Even if the firm you’re working with uses the word “independent” in its name, you need to dig deeper to make sure your adviser is putting your best interests first.

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You Don’t Need a Financial Planner … Unless …

There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?

ANNUITIES ANNUITIES
4 Questions to Ask Before Adding an Annuity to Your Retirement Plan

Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser and understand WHY each product is being recommended.

Credentials Credentials
Why Those Impressive Financial Credentials Aren't Always So Impressive

Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could just mean they attended a one-day seminar.

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Pay Me Now: Pros and Cons of Adviser Compensation Models

There are three basic ways that financial advisers draw a paycheck. Which is the best option for you?

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Focus on a Purpose-Based Retirement Portfolio

I have asked thousands of retirees and pre-retirees what retirement means to them. I've heard answers including relaxation, freedom, family, travel, time and more. One thing I never hear is "money."

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What to Do If You Receive A Pension Buyout Offer

Carefully consider the terms of the deal and your personal situation before you make this important retirement decision.