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Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.
As retirement approaches, you need to shift focus from simply saving money to creating a plan for reliable retirement income while also protecting your wealth.
Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.
If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, where he helps institutions and individuals build ... Read more
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC The margin loan debate continues today on Your Money, Your Wealth® podcast number 589. Jack and Jill r...
Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.
An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.
FIRE is ultimately about being set for life. You build a portfolio big enough to cover your expenses, and then your one job is to not blow it up. But here's the tension worth talking more about. The m...
When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.
Preventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.
Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.
If you want a greater chance of building more wealth than the average person, live in one of the most expensive cities in the world. These cities are expensive for a reason. They contain the most valu...
Are you feeling a little more anxious than usual about your money? Given everything that's happening in the world right now, that's perfectly understandable. What concerns me is the rising number of A...
"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial advisor before, and one of our clients referred her to Keen We...
It's worth a long, frank discussion with your parents and any other potential heirs to figure out the best way to increase family wealth. The post Working with Your Parents to Get Richer appeared firs...
Boomers hold half of all U.S. household wealth. Here’s who got ahead, how, and whether $432,200 is enough to retire on. The post Baby Boomer Wealth: How the Wealthiest Generation Stacks Up appeared fi...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA spitball for three people planning for early retirement and...
"I'm a wealthy saver, he's a lavish spender with a mortgage. Am I crazy to consider marriage?" Kiplinger's Wealth Wise team answers a reader's financial dilemma.
Kiplinger readers selected UBS Wealth Management as their top wealth management firm in 2026.
Your kids are already inheriting your financial habits, whether you know it or not. Here's why, and how you can be more intentional about it. The post If Your Kids Inherited Only Your Financial Habits...
Depending on the size of your pension, you might be able to stop worrying about hitting a specific savings number and start focusing on ways to use your wealth.
High-net-worth women are redefining financial freedom and aligning wealth with values — without sacrificing returns. Financial plans must evolve with them.
Trump Accounts give every U.S. newborn a stake in the market, a real start on worker wealth. But the design favors the rich. The fix is a fairer account, not none.
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment 11 rapid-fire spitballs today from Joe Anderson, CFP®, and Big Al Clopine, CPA, on Your Money, Your Weal...
An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.
You've accrued wealth to finally retire, but your "best" retirement involves learning how to enjoy the life your wealth was meant to support. As part of our "Freedom After 50" series, hospice doctor J...
In our retirement advice column, Wealth Wise, our reader turns 65 a year before their spouse. Here is how to seamlessly bridge the age gap using veteran benefits.
With the clock ticking toward the Social Security fund's projected insolvency, advisors might take different approaches depending on clients' ages and levels of wealth.
Sudden wealth from tech, AI, SpaceX s requires thoughtful planning before conspicuous consumption. Happiness may be found in real purpose and financial security.
Schedule a free financial assessment with an experienced professional at Pure Financial Advsiors: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=fre...
Effective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.
Business owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
This week in Kiplinger:https://www.kiplinger.com/retirement/happy-retirement/master-the-art-of-spending-in-retirement No wonder, then, that many retirees at all levels of wealth are pulling the reins ...
In our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.
Kids who grow up with savings accounts are more likely to learn the basics of managing and investing — and more likely to attend college.
Many people find it tough to shift from saving to tapping wealth once they stop work. Here's how to enjoy your money more — without fear of running out.
With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.
An interview with Josh Kanter of Leaf Planner, where we discuss family offices, estate planning, and why organizing and communicating your financial life may be just as important as building wealth in...
Golden Visas can help protect wealth, family and business operations by establishing a reliable backup residency and, often, a path to dual citizenship.
How longer lives are reshaping retirement planning, wealth management, healthcare, and banking by creating a new Complexity Economy.
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureAssessment Free Financial Resources in This Episode: https://bit.ly/ymyw-585 (full show notes & episode transcript) Tod...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Heidi from the Space Coast of Florida found a money-saving tidbit in a past episode that comple...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains w...
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment Today on Your Money, Your Wealth® podcast number 582, Joe Anderson, CFP® and Big Al Clopine, CPA address...
In our retirement advice column, Wealth Wise, we help a couple weigh whether to lend their son $180K for his tuition or protect their savings.
Don't put off money conversations with your heirs. Financial education needs to start early, with hands-on opportunities to learn and make mistakes.
While most DIY investors focus on short-term portfolio performance, CFAs and CFPs specialize in long-term strategies that support your full financial picture.
Back in 2014 I followed J. Money through his Budgets Are Sexy website. If I'm not mistaken he was the creator of the Lifetime Wealth Ratio (LWR): https://budgetsaresexy.com/total-lifetime-earnings-wea...
Are you ready for the Great Wealth Transfer? Financial analysts estimate that older Americans will pass on as much as $124 trillion of personal wealth to their spouses, heirs, and charities over the n...