I'm Embarrassed to Ask: What Is a Life Insurance Trust? Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance. Kiplinger · Nov 10, 2025
Eight Ways to Financially Plan Your Way Through Challenging Times A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty. Kiplinger · May 24, 2025
Talkin' 'Bout My Generational Wealth: Baby Boomers With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes. Kiplinger · Jul 24, 2024
Stocks Could Remain Strong (Fingers Crossed) Throughout 2024 Reasons for optimism: The worst of inflation appears to be behind us, the Fed could start cutting rates, and it seems we’ll avoid a hard landing or recession. Kiplinger · Mar 1, 2024
Fed Set To Hold Rates Again, But When Will Cuts Begin? The Federal Reserve's recent meeting maintained interest rates, while sparking speculation about potential cuts as analysts debate between March and May. International Business Times · Jan 29, 2024
Four Ways to Teach Young Adults How to Manage Great Wealth Wealthy families can use these planning strategies to help their children learn the importance of responsibly managing their wealth. Kiplinger · Jan 2, 2024
Four Ways Parents Can Help Kids Be First-Time Home Buyers High real estate prices and interest rates are making buying a first home more challenging than ever, but parents can make loans, give gifts and be co-signers. Kiplinger · Jun 27, 2023
How companies can strengthen their workforces in an uncertain labor market While tech layoffs make splashy headlines, other industries like health care, financial services, and education are eager to scoop up tech workers. Fortune · Jun 23, 2023
Three Reasons Inflation May Be With Us Longer Than We Think Shifts in the labor market, the transition to renewable energy and changes in China present long-term challenges for the U.S. Kiplinger · Apr 18, 2023
OK boomers, the small business world is ready for you guys to move on Boomers have overseen one of the greatest expansions of wealth in history – and created problems for the generations to come The Guardian - US · Nov 20, 2022