If you’ve told friends about their “investment men” or stayed on top of market news, you’ve probably realized that not all finance professionals are created equal. The services we provide – and the way we go about helping you achieve your goals – can vary widely. From my experience, itRead More →
Did you find that your financial plan didn’t give you the clarity and confidence you were hoping for? If so, part of your feelings may be how your plan was worked out. Maybe the plan is too complex… or just too impersonal. There is a solution for this, and itRead More →
Over many years of publishing Kiplinger’s Personal Finance magazine, my colleagues and I have built a deep institutional memory of personal finance wisdom, and I’d like to share some of it with you. The following tip first appeared in the magazine’s 50th anniversary in 1997, and it’s still as relevantRead More →
By themselves, the pieces of a puzzle don’t mean much. They are nothing but a blur of confusing colors and shapes. But organize them properly and keep an eye on the big picture and you can put them together to create something amazing. Financial planning works the same way. WhenRead More →
For more than 65 years, this magazine has strived to educate the American people on how to manage their money wisely in order to achieve basic financial security in good times and bad. Judging by the testimonials we receive from our readers, we have done a good job of focusingRead More →
Author’s note: After many years of editing by Kiplinger magazine, my colleagues and I have built a deep institutional memory of personal finance wisdom, and I’d like to share some of it with you. The advice below first appeared on the magazine’s 50th anniversary in 1997 and, in slightly revisedRead More →
If you’re worried that you haven’t done the right thing to plan for your financial future, you’re not alone. Fifty-eight percent of Americans say their financial planning needs improvement, and 34 percent have done nothing to plan for their financial future, according to a study by Northwestern Mutual. The studyRead More →
In an industry filled with professionals who call themselves “planners” and with baby boomers reaching retirement in droves, it’s remarkable that customers can still go home without a comprehensive retirement plan. You know, a tangible record that clearly identifies your goals and the steps needed to achieve them. One map,Read More →
After the novel coronavirus swept across the United States, markets crashed and governments tried to contain the damage, Americans are looking for things they can control. Things like taking advantage of the extra time created by social distancing, making sure loved ones are well, understanding how government actions might affectRead More →