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THE TRUTH ABOUT: 4 | History Defined

How Financial Advisers Can Turn Compliance Into a Competitive Advantage

Collaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.

Kiplinger

I'm a Financial Planner: This Retirement GPS Helps With Navigating Your Drawdown Phase

Ready to retire? Here's how to swap your 'peak earnings' mindset for a 'preserve-plus-grow' approach instead of relying on the old, risky 4% rule.

Kiplinger

Here's What Being in the 2% Club Means for Your Retirement

Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced tax planning.

Kiplinger

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I'm a Financial Planner: To Beat Inflation and Build Wealth, This Is the Strategy You Need

If you want to build long-term wealth, there's a tried-and-trusted strategy, and it starts with recognizing the inflation-busting power of equities.

Kiplinger

I'm a Financial Adviser: Here's How a Three-Part Retirement 'Crash Plan' Can Prepare You for Market Turbulence

Having a plan ready to go when markets get wild — covering how you'll handle income, rebalancing and taxes — can be the ultimate retirement secret weapon.

Kiplinger

How to Calm Your Retirement Nerves When It's Time to Shift from Savings Mode to Spending Mode

Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement.

Kiplinger

Private Markets for Main Street: What Financial Advisers' Clients Need to Know

With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons.

Kiplinger

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What the 2026 Tax Landscape Means for Advisers, From a Financial Planner

The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.

Kiplinger

From Vision to Value: A Blueprint for Helping to Build Your Advisory Practice

As a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.

Kiplinger

Headed for the Retirement Red Zone? This Eight-Step Game Plan Helps to Avoid Fumbles

These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after.

Kiplinger

I'm a Financial Planner: This Is How You Can Get Started With RMDs

The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready.

Kiplinger

How Will You Replace Your Paycheck in Retirement? A Financial Adviser's Tips on Income Planning

Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan.

Kiplinger

The Clock Is Ticking: Take Advantage of These Retirement Tax Benefits While They Last

Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills.

Kiplinger

Grant Cardone Says Baby Boomers Should 'Quit Acting Old And Being Tired'—Urges Them To Learn AI, Crypto, And 'Get Back To Working Again'

When most people hear "retirement," they think beach chairs, slow mornings, maybe a bucket list cruise. But for real estate investor and 10X evangelist Grant Cardone, that's not just outdated — it's dangerous.

Benzinga

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Kiplinger

Testing the Retirement Waters in Florida? A Partial Plunge May Negate Tax Breaks

Most folks know Florida is a tax-friendly state, but they might not know that part-time residents may not qualify, as our cautionary tale shows.

Kiplinger

I'm a CPA: Control These Three Levers to Keep Your Retirement on Track

Think of investing in terms of time, savings and risk. By carefully monitoring all three, you'll keep your retirement plans heading in the right direction.

Kiplinger

Debunking Three Myths About Defined Outcome ETFs (aka Buffered ETFs)

Defined outcome ETFs offer a middle ground between traditional equity and fixed-income investments, helping provide downside protection and upside participation.

Kiplinger

Social Security Wisdom From a Financial Adviser Receiving Benefits Himself

You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime.

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Kiplinger

Ready to File? Test Your Social Security Application IQ

Test your basic knowledge of filing for Social Security benefits in our 10 question quick quiz.

Kiplinger

The Rubber Duck Rule of Retirement Tax Planning

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.

Kiplinger

Treat Home Equity Like Other Investments in Your Retirement Plan: Look at Its Track Record

Homeowners who are considering using home equity in their retirement plan can analyze it like they do their other investments. Here's how.

Kiplinger

Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting Value

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering comprehensive planning, building diverse teams and prioritizing family wealth education.

Kiplinger

Don't Just Sell, Connect: How Financial Advisers Can Ignite Their Sales Growth

Avoid complacency and embrace small, consistent improvements to optimize your sales process and results.

Kiplinger

Your 401(k) Can Now Include Alternative Assets, But Should It? A Financial Adviser Weighs In

Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering alternatives might need some sound advice to get the most from their accounts.

Kiplinger

Will Taxes Shred Your 401(k) or IRA During Your Retirement? It's Very Likely

Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why.

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