Do You Need a Revocable Trust?, Gen X Should Prepare for Great Wealth Transfer, Investing in Fine Wine

A Virtual Financial Adviser Could Be the Right Fit for You | Five Questions (and Answers) for Long-Term Investors | Four Reasons to Have a Revocable Trust Four Not To Created for {EMAIL} | [Web Version]( September 17, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Personal Finance [] [A Virtual Financial Adviser Could Be the Right Fit for You]( [A Virtual Financial Adviser Could Be the Right Fit for You]( (Getty Images) Most of us are comfortable with video chats these days, and that could make [working with a financial adviser]( more convenient. Financial expert Aaron Cirksena highlights the perks: no traffic, no parking, no limitations because of location… [] Investing & Markets [] [Five Questions (and Answers) for Long-Term Investors]( [Five Questions (and Answers) for Long-Term Investors]( (Getty Images) Inflation issues, the climate transition, the U.S. credit downgrade, AI hype and the outlooks in Europe and China are weighing on investors. CFP Daniel Kern answers [key questions long-term investors might have](. [Unlocking Generational Wealth - Owning Innovative Companies for the Long Run]( In today's evolving financial landscape, generating lasting wealth requires a strategic approach that goes beyond short-term gains. Watch this SAM webinar as we share our insights on the power of investing in innovative and promising companies that have the potential to grow over time. [WATCH NOW]( ADVERTISEMENT [] Estate Planning [] [Four Reasons to Have a Revocable Trust & Four Not To]( [Four Reasons to Have a Revocable Trust Four Not To]( (Getty Images) An estate attorney might recommend a revocable trust, but should you have one? In some situations, a [revocable trust would come in handy](, while there are other situations in which [you don't need one](. CFP Evan Beach explains in two articles. [] Investing [] [Investing in Fine Wine: Six Trends Affecting the Market]( Prices and demand for fine wine are going up due to climate change, the rise of boutique vineyards, shifting tastes and other pressures, according to financial analyst Valerie Wong Fountain. [Read More]( [Steady Retirement Income With This Investment]( In a recent Gallup survey, retirement outlook hit an 11-year low, with 57% of non-retired respondents expressing concerns that they wouldn't have enough money to be comfortable when they stop working. [LEARN MORE]( ADVERTISEMENT [] In Case You Missed It [] [Gen X Should Prepare Now for the Great Wealth Transfer]( Planning a generational wealth transfer is just as much of a family matter as it is a financial one. CFP Mark Kenney says it's more important than ever that Gen Xers talk to their family and understand how their wealth situation could change in the future. [Read More]( [CrowdStreet – C-REIT]( Looking for a versatile way to get into commercial real estate investing? The CrowdStreet C-REIT gives accredited investors access to a curated portfolio of 20-25 commercial real estate projects through a single investment. All deals are handpicked and managed by CrowdStreet Advisors. [Start Investing Today]( ADVERTISEMENT: [] Also on Kiplinger [] - A little-known tax-free way to [help pay your student loan]( - Five [monopoly stocks]( at the top of their game - How to [get taken to the cleaners]( by your customers - For the latest ways to earn 5% to 7% cash yield safely and reliably, plus 4 Model Portfolios to show you exactly where to put your money, [bank on Kiplinger's Investing for Income]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger’s Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger’s Retirement Report]( and [Kiplinger’s Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:alerts@kiplinger.com) | [ADVERTISE]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036