UNBELIEVABLE: 9 - The Untold Story

Optimize, Grow, Retain: The Power of Annual Client Reviews

Financial advisers can use annual reviews to help enhance client outcomes, strengthen relationships and build their practice.

Kiplinger · Sep 16, 2025

I'm a Real Estate Investing Pro: This Is What Investors Should Know About Truck Stop Investments

Truck stops might seem like good investments, but they can actually be a risky gamble due to unstable fuel prices, unreliable operators and coming changes in transportation. Instead, consider safer options like industrial or residential properties.

Kiplinger · Sep 16, 2025

The Most Tax-Friendly States for Investing in 2025 (Hint: There Are Two)

Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.

Kiplinger · Sep 14, 2025

I'm a Financial Planner: Here Are Five Phases of Retirement Planning You Have to Get Right

A solid retirement plan is a must, but you can't go halfway. Neglecting just one area of your plan could cause the whole thing to collapse.

Kiplinger · Sep 6, 2025

Greed, Fear and Market Volatility: A Financial Adviser's Guide to Keeping Emotions Out of Investment Decisions

Don't panic! And don't be so confident in the stock market that you overlook risk. Instead, be logical. Your retirement security could depend on it.

Kiplinger · Sep 5, 2025

Want a Financial Adviser Who Shares Your Faith? Look for One With a CKA Designation

Financial professionals with a Certified Kingdom Advisor certification are committed to integrating biblical principles with sound financial advice.

Kiplinger · Sep 5, 2025

Train, Integrate, Retain: A Strategic Playbook for Adviser Onboardings

Build a thriving practice by training new advisers with clear goals, structured processes and consistent mentorship for strong team growth.

Kiplinger · Sep 2, 2025

Ready to Retire? It's Not Too Late to Convert to a Roth IRA

Millions of Americans are turning 65 this year. If you're retiring soon, don't dismiss the idea of a Roth conversion — it could still be a smart move even now.

Kiplinger · Aug 31, 2025

My First $1 Million: Retired Marketing Consultant, 74, Southern New Hampshire

Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.

Kiplinger · Aug 30, 2025

New Trump Tax Bill: 5 Changes Homeowners Need to Know Now

Trump’s new tax legislation is reshaping how tax breaks for homeowners work.

Kiplinger · Aug 27, 2025