Finance

Is a 60/40 Portfolio Too Aggressive When You're in Your Seventies?

Wealth Wise is Kiplinger's advice column on navigating retirement-related dilemmas. Got a question? See below for how to send it to us.Dear Wealth Wise: My partner...

Credit:

How Do You Step Away From Your Real Estate Empire Without Facing a Giant Tax Bill?

In the past three to four decades, many successful real estate developers, sponsors, syndicators and operators have built substantial portfolios of commercial real...

Credit:

Garry Marr: Your severance could be a financial windfall, if you handle it right

Getting laid off is brutal. I’ve been there. In the heat of the moment, few people think of losing their job as anything less than catastrophic. But when it comes with a severance package intende...

Credit:

What You Need to Know About Long-Term Care Before You Need It

Many successful families have a high degree of confidence in their financial plans. They've saved well, invested thoughtfully, purchased insurance, built equity in...

Credit:

As a Financial Adviser, I've Spent 30 Years Helping Clients Make Tough Choices for Aging Loved Ones. Now It's My Family's Turn — and This Is What I've Learned

This year marks two meaningful milestones in my life: 30 years of marriage and 30 years in business with our financial services firm. Those anniversaries have made...

Credit:

4 Practical Ways to Prepare Your Children for Their Inheritance

Over the coming decades, a significant transfer of wealth is expected to take place, shaping how Americans spend, invest, and plan for long-term financial security...

Credit:

How to Read an IPO Prospectus

IPOs are back — and so is the hype. SpaceX (SPCX) launched its record-breaking initial public offering in June, and artificial-intelligence heavyweights Anthropic ...

Credit:

Will Taxes Deplete Your Estate? 6 Ways to Keep More of Your Assets in the Family

Estate tax planning is crucial if you want your beneficiaries to inherit as much of your wealth as possible. Without a solid tax plan, part of your estate might be...

Credit:

Why We Think NASA’s Budget Is Huge (When It’s Really Tiny)

Humanity has always been obsessed with looking up. From Copernicus proving the Earth revolves around the sun to Newton mapping gravity, we can’t help but stare int...

Credit:

My Wife Was Laid Off at Age 64: Here Are 5 Questions We're Asking

A few weeks ago, when I took a look at my retirement accounts, I felt good. My wife, Liz, and I were on target for our retirement strategy. Our retirement plan has...

Credit:

The $100-a-Day Retirement: How Far Your Money Really Goes in 2026’s Best Value Destinations

With inflation still hammering retiree budgets, retirees may want to stress-test a simple but powerful benchmark: Can retirees realistically travel (or live abroad...

Credit:

I'm the founder of a private jet company. I eat dinner when the locals do and end most days in my at-home bowling alley.

VistaJetThis as-told-to essay is based on a conversation with Thomas Flohr, the 65-year-old founder, chairman, and CEO of VistaJet, based in St. Moritz, Switzerland, about his daily routine. It's b...

Credit:

3 market lessons parents should teach their kids early, according to the CFO of Acorns

Illustration by Ute Grabowsky/Getty ImagesAcorns CFO Seth Wunder says financial education for kids should start as early as eight years old.His investing lessons focus on consistency and understand...

Credit:

My First $1 Million: Entertainment Manager, 58, New York State

Welcome to Kiplinger's My First $1 Million series, in which we hear from people who have made $1 million. They're sharing how they did it and what they're doing wi...

Credit:

I was a stay-at-home mom for 27 years. At 62, I started over after moving to Greece.

Kati Gyselinck started a new life in Greece at the age of 62.Courtesy of Kati GyselinckKati Gyselinck reflected on her 27 years as a stay-at-home mom and wanted a change.At 62, she moved solo to th...

Credit:

Turning Everyday Spending into Free Flights, Hotel Rooms and More

You faithfully pay your recurring bills (such as utilities and insurance) with automatic payments set up from your credit card to simplify your life. Shouldn't you...

Credit:

He Bought a Rental House With His IRA and Fixed the Plumbing Himself. The Free Labor Put the Entire Account at Risk.

The post He Bought a Rental House With His IRA and Fixed the Plumbing Himself. The Free Labor Put the Entire Account at Risk. appeared first on 24/7 Wall St.. Picture a hypothetical scenario that...

Credit:

Your Flawless Estate Plan Might Be Setting Your Kids Up for Conflict: What to Do

After 43 years advising families through nearly every kind of wealth transfer imaginable, I've noticed something. The families who struggle almost never struggle b...

Credit:

10 Cheapest Places to Live in Ohio

If a sweltering summer has you longing for a place with four vibrant, distinct seasons, Ohio may be calling.While many know the Buckeye State for its sprawling far...

Credit:

The Allure of a River Cruise

The term cruise ship typically brings to mind a mammoth vessel navigating through the ocean waves. But a growing number of travelers are trying out a different kin...

Credit:

Beyond 1776: Four Alternate Road Trips to Celebrate 'America 250' With the Family

Most "America 250" travel guides will point you toward the crowded, cobblestoned streets of Philadelphia or Boston — and while those historic hubs certainly earned...

Credit: