INSANE: Building wealth - The Real Truth

Unwrapping Your Estate Plan for Your Kids: A Gift That'll Keep Giving Long After the Holidays

The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy.

Kiplinger · Nov 26, 2025

5 Ways to Teach Your Kids About Giving Back, From a Financial Planner

Teaching kids generosity goes beyond simple rules and can involve fun, practical strategies, such as letting them lead giving, volunteering together and more.

Kiplinger · Nov 26, 2025

I'm a Financial Planner: Here's How You Can Use AI to Improve Your Finances

Apps can help with budgeting, saving and investing, financial coaching and debt management. But providing your personal information can also raise your risks.

Kiplinger · Nov 26, 2025

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 · Nov 23, 2025

Donating Stock Instead of Cash Is the 2-for-1 Deal You'll Love at Tax Time

Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your favorite causes. Here's why.

Kiplinger · Nov 23, 2025

Traveling With Purpose: What Zambia and Zimbabwe Taught Us About Slowing Down

Don't treat retirement trips like they're an exercise in ticking off boxes. Slowing down and letting adventure unfold can create more meaningful memories.

Kiplinger · Nov 23, 2025

Investment Expert: Is Your Retirement Portfolio Too Late to the Profit Party?

If you're following the usual retirement investment model, you could be missing out on a potential profit period that companies see in the run-up to their IPOs.

Kiplinger · Nov 22, 2025

Losing Your Job? A Financial Planner's 6 Steps to Survive and Thrive

Whether pink slips are just rumors at your company or layoffs have already landed, there are things you can do today to make the best of a tough situation.

Kiplinger · Nov 22, 2025

Oil Prices vs Investor Returns: It's What's Beneath the Surface That Counts

Engineering, geology and operating discipline can determine the success of oil and gas projects as much as the cost per barrel.

Kiplinger · Nov 22, 2025

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 · Nov 21, 2025