18+ hour, 10+ min ago   (1301+ words) See what Warren Buffett, Shaq, Jay-Z and Beyoncé, Dave Ramsey and Suze Orman have to say about passing down wealth. The Great Wealth Transfer is underway in the United States. Between 2024 and 2048, an estimated $124 trillion in assets is expected to…...

22+ hour, 10+ min ago   (487+ words) People use "financial independence" and "retirement" as if they're the same milestone. In my experience, treating them as one and the same is where a lot of financial plans go sideways. A question I frequently hear is: When can I…...

1+ day, 10+ min ago   (638+ words) Women's longer life expectancies mean long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection. Most research suggests the best time to buy long-term-care (LTC) insurance is typically in your late 50s. Ten years ago, the…...

2+ day, 22+ hour ago   (1298+ words) Studies show women often outperform men by trading less impulsively, not chasing hot stocks, conducting more due diligence and having the patience to buy and hold. A few years ago, I sat across from a therapist for the first time…...

2+ day, 23+ hour ago   (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...

3+ day, 2+ hour ago   (1231+ words) Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth. An inherited stock portfolio can change your life, but it often arrives at precisely the moment…...

3+ day, 15+ hour ago   (840+ words) A living trust (or revocable trust) can bypass probate court, safeguard your family’s privacy, and preserve your wealth — if you set it up correctly. A living trust is a legal document you set up while you’re alive to ensure that…...

4+ day, 1+ hour ago   (369+ words) Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. To gather insight into how families are handling this historic shift, Kiplinger commissioned an exclusive survey, conducted by research firm…...

4+ day, 2+ hour ago   (1511+ words) As asset-rich baby boomers age, adult children take on the role of Family CFO long before they inherit — managing everything from finances to estate plans. Here are six steps to do it well. For many families, the Great Wealth Transfer…...

4+ day, 3+ hour ago   (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...