1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2017The Kiplinger Washington Editors
Professional financial advisers share fresh insights and best practices for working with clients to build and protect wealth.
FREE - Get the best of kiplinger.com (including Building Wealth) by E-mail
Save for retirement or for your kids’ college? Rent student housing or buy a place as an investment? Here’s which makes the most sense.
See More On: Paying for College | Budgeting | Family Finances
Even those close to retirement can make a few simple moves to secure their futures. From HSAs to creative mortgage-payoff plans, every little bit helps.
See More On: Wealth Management | 401(k)s | Family Finances
Thanks to all the hubbub, retirement savers are more savvy about fees. What they now know: How your adviser is paid can reveal possible conflicts of interest.
See More On: Financial Planning | Making Your Money Last | Saving for Retirement
Before you hand your tax papers off to an “expert,” here are some important points to consider.
See More On: Tax Prep & Filing | Saving Money | Tax Planning
Putting all your eggs into baskets of 401(k)s and IRAs could cost you down the road.
See More On: Tax Planning | 401(k)s | Financial Planning
Here’s what to ask yourself to find out whether you are prepared to go it alone.
See More On: Financial Planning | Making Your Money Last | Mutual Funds
A Qualified Domestic Relations Order divides up retirement assets. You may think yours is fair, but a Certified Divorce Financial Analyst could save you a lot of grief, and money.
See More On: Family Finances | Financial Planning | Wealth Management
Tax considerations for Roth IRAs vs. traditional IRAs: Here's what investors need to know.
See More On: IRAs | Financial Planning | Required Minimum Distributions (RMDs)
How much risk are you willing to take? A close look at your investments could reveal you’re risking a lot more than you think.
See More On: Markets | Financial Planning | Making Your Money Last
The rule of thumb has been to compare what your tax rate is now vs. what it will likely be in retirement, but it’s not that simple. Here are a couple other considerations.
See More On: Roth IRAs | Financial Planning | IRAs
Smart investors know that sometimes losers can be winners. Here’s how tax-loss harvesting could save you money.
See More On: Stocks & Bonds | Financial Planning | Markets
It is tax time — whether we like it or not! And you could save significant tax dollars if you recently funded your kids’ college education, or your own. Here is what you need to know.
See More On: Paying for College | Financial Planning | Making Your Money Last
With the Dow soaring past 20,000, some retirees may feel the urge to buy. But at this stage of the game, they could be putting their retirement at risk.
See More On: Stocks & Bonds | Financial Planning | Investor Psychology
The Fed under Janet Yellen and the Trump administration appear to be on a collision course. Here’s what worried investors should know.
See More On: Financial Planning | Economic Forecasts | Making Your Money Last
Surprise: There’s a chance your most precious possessions may not be covered.
See More On: Smart Buying | Family Finances | Home Insurance
A person who drives 55 mph in a blinding snowstorm is following the rule, while ignoring the principle of safety. It’s the same with investment advice.
See More On: Financial Planning | Saving for Retirement | Wealth Management
We’re going through a rough patch for conservative investors, but short-term pain can lead to long-term gains.
See More On: Stocks & Bonds | Financial Planning | Making Your Money Last