What’s Sabotaging Your Investment Strategy?, 14 Tips to Make Estate Planning Easier, How to Approach the Caregiving Transition

Is Your Financial Health a House of Cards? | Financial Adviser Designations Are Not All the Same | 14 Quick Tips to Help Make Your Estate Planning Easier Created for {EMAIL} | [Web Version]( November 12, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [X]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Personal Finance [] [Is Your Financial Health a House of Cards?]( [Is Your Financial Health a House of Cards?]( (Getty Images) Union strikes and threats of government shutdowns expose Americans' lack of [financial wellness](. CFP Brent Weiss makes the point that systemic changes are needed to address financial literacy. [] Financial Planning [] [Financial Adviser Designations Are Not All the Same]( [Financial Adviser Designations Are Not All the Same]( (Getty Images) Just because a financial adviser has credentials after their name doesn't mean they meet the same rigorous standards as others do. CFP Board CEO Kevin R. Keller explains [how to figure out who you can trust](. [Best Compounding Interest Investments in Preparing for Retirement]( Generate $2,000 a month in dividends with a private REIT, specializing in industrial properties. This fund offers a path to create passive income using dividends and compound interest. With 250k at 10% APY discover how to yield $2000/month to help you reach your financial goals. [READ MORE]( ADVERTISEMENT [] Estate Planning [] [14 Quick Tips to Help Make Your Estate Planning Easier]( [14 Quick Tips to Help Make Your Estate Planning Easier]( (Getty Images) There's a lot to keep up with when [estate planning](. These tips from trust counsel Timothy Barrett could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death. [] Family Matters [] [How to Approach the Caregiving Transition When It's Time]( For National Caregivers Month, financial adviser Kelly Gallimore shares her story to help others heading into the emotional challenge of providing caregiving for an aging loved one. [Read More]( [Are You on Track for Retirement?]( Vanguard Advisors can help you think through your retirement income and budget and balancing your expectations for growth with a disciplined approach to risk. [There's never been a more perfect time to get started](. Paid non-client promotion [GET STARTED]( ADVERTISEMENT [] Investing [] [Three Factors Sabotaging Your Investment Strategy]( Making emotional decisions in the moment and listening to what non-experts recommend are sure ways to thwart yourself, according to financial expert Bob Peterson. Find out what he recommends to do instead. [Read More]( [Are You Maximizing Your Portfolio?]( An advisor can help you determine if you are making the most out of your portfolio so you can make the most of your retirement. Take this short quiz to get matched with up to 3 vetted financial advisors serving your area. It's never too late to work towards financial freedom. Get started today. [LEARN MORE]( ADVERTISEMENT [] Also on Kiplinger [] - The [extra standard deduction]( for people age 65 and older - [Income tax brackets for 2024]( are set - Do [alternative investments]( belong in your retirement plan? - 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 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 Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger Retirement Report]( and [Kiplinger 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]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036