All content Archive | January 2026

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January 21st
- Dow Soars 588 Points as Trump Retreats: Stock Market Today
- 12 Tax Strategies Every Self-Employed Worker Needs in 2026
- 7 Hybrid Adviser Services, Reviewed
- If You'd Put $1,000 Into UPS Stock 20 Years Ago, Here's What You'd Have Today
- 5 Ways Trump Could Impact Your Portfolio This Year
- I'm Retiring at 67 With $2.6 Million, Most of Which Is in a Traditional IRA. I'm Worried About RMDs and Taxes. What Should I Do?
- For High-Net-Worth Retirees, Tax Planning and Estate Planning Are the Main Events
- This Overlooked Diversification Tool Can Build Resilience Into Your Portfolio
- What Will Happen to Your Business When You Retire? How to Exit Successfully and Thrive in Retirement
January 20th
- Dow Dives 870 Points on Overseas Affairs: Stock Market Today
- Roth IRA Conversion Quiz: Would You Benefit from the Switch?
- How Prices Have Changed in Trump's First Year
- New California Wealth Tax for 2026? Here's What's Happening Now
- Beyond the Bar: Your 5-Step Guide to Discovering Whether a Lawyer Is Shady
- 6 Practical Steps to Help Keep Your Student Focused on College Rather Than the Financial Strain
- Are You the Doer or the Visionary of Your Advisory Practice? Here's How You Can Make the Leap to Chief Vision Officer
January 19th
- Trump Reshapes Foreign Policy
- How to Plan a (Successful) Family Reunion
- These Unloved Energy Stocks Are a Bargain
- You've Heard It Before, But This Investment Advice Still Pays Off
- Are Clients Asking About Adding Crypto to Their Retirement Plans? This Is How Advisers Can Approach This New 401(k) Frontier
- 3 Niche Oil and Gas Investments for Next-Gen Wealth Builders
- 8 ways to potentially lower your taxes
- 6 common tax mistakes for investors to avoid
- How to save for college and retirement at the same time
January 18th
- 6 Champagne Problems Successful Retirees Face
- Congress Set for Busy Winter
- A Portfolio Checklist If You're Planning to Retire in 2027
- What to Ask a Contractor Before a Renovation
- How to Avoid Being Buried by the Tax Avalanche in Retirement: Tips From a Wealth Adviser
- I'm a Financial Adviser: This Is the Real Secret to Retirement Success
- Is Your Retirement Plan Based on Social Security Fact or Fiction?
- Are You Investing to Score Points or Make Money? Cautionary Tales From an Investment Adviser
January 17th
- Are You Overlooking These 5 Investment Opportunities in 2026?
- How Verizon’s Free Phone Deals Work
- Does Your Car Insurer Need to Know All Your Kids? Michigan Cases Raise Question
- Your Parents' Retirement Plan Won’t Work for You (The Stats Are In)
- Are Roth Conversions for Retirees Dead in 2026 Because of the New Tax Law?
- Worried About Retirement? 4 Tasks to Calm Your Nerves and Build Confidence, From a Retirement Pro
- Financial Success Isn't Just About What You Save, But Who You Trust: Who's in Your Driver's Seat?
January 16th
- Small Caps Can Only Lead Stocks So High: Stock Market Today
- Ask the Editor, January 16: Tips for Filing Your Form 1040
- Is Direct Primary Care Right for Your Health Needs?
- Smart Ways to Share a Credit Card
- 5 Bruce Springsteen Quotes Every Retiree Should Live By
- How the Stock Market Performed in the First Year of Trump's Second Term
- If You're in the 2% Club and Have a Pension, the 60/40 Portfolio Could Hold You Back
- Bye-Bye, Snowbirds: Wealthy Americans Are Relocating Permanently for Retirement — and This Financial Adviser Can't Fault Their Logic
- Consider These 4 Tweaks to Your 2026 Financial Plan, Courtesy of a Financial Planner
- We Know You Hate Your Insurance, But Here's Why You Should Show It Some Love
January 15th
- Dow Adds 292 Points as Goldman, Nvidia Soar: Stock Market Today
- Why Public Markets Don't Look Like They Used To
- Turning 65 in 2026? Here Is Exactly How to Sign Up for Medicare
- A Free Tax Filing Option Has Disappeared for 2026: Here's What That Means for You
- Georgia Tax Rebate And Income Elimination? What 2026 Could Mean For You
- I'm 61 and Want a Divorce, but I Worry About My Finances. Should We Live Separately but Stay Married?
- What's in Store for the Stock Market in 2026?
- Is a Caregiving Strategy — for Yourself and Others — Missing From Your Retirement Plan?
- 6 Financially Savvy Power Moves for Women in 2026 (Prepare to Be in Charge!)
- Private Equity Is Fundamentally Changing: What Now for Investors and Business Owners?
January 14th
- Stocks See First Back-to-Back Losses of 2026: Stock Market Today
- Countries That Will Pay You to Move: Cash Grants, Incentives and What to Know
- Mortgage Protection Insurance: What It Covers and When It Makes Sense
- How to Use Your Health Savings Account in Retirement
- I'm a Real Estate Expert: 2026 Marks a Seismic Shift in Tax Rules, and Investors Could Reap Millions in Rewards
- When Can Tax Planning Be an Act of Love? This Family Found Out
- Forget Job Interviews: Employers Will Find the Best Person for the Job in an Escape Room (This Former CEO Explains Why)
January 13th
- Visa Stamps the Dow's 398-Point Slide: Stock Market Today
- 2026 State Tax Changes to Know Now: Is Your Tax Rate Lower?
- Who Said That? Match the US President to the Quotation
- When Do W-2s Arrive? 2026 Deadline and 'Big Beautiful Bill' Changes
- 8 Things You Need to Stop Wasting Money on in 2026
- The December CPI Report Is Out. Here's What It Means for the Fed's Next Move
- Gray Divorce After 50: Managing the Shift to Your Solo 'Second Act'
- The Paradox Between Money and Wealth: How Do You Find the Balance?
- Billed 12 Hours for a Few Seconds of Work: How AI Is Helping Law Firms Overcharge Clients
- General Partner Stakes: Why Investors Are Buying Into the Business of Private Equity
January 12th
- Stocks Climb Wall of Worry to Hit New Highs: Stock Market Today
- How Worried Should Investors Be About a Jerome Powell Investigation?
- Will Soaring Health Care Premiums Tank Your Early Retirement?
- I'm 68, Retired, and Spent the Holidays With My Grandkids. Now We're Apart, I'm Feeling Down. How Can I Adapt?
- 5 Golden Rules We (Re)learned in 2025 About Investing
- I'm a Financial Adviser: Here's How to Earn a Fistful of Interest on Your Cash in 2026 (Just Watch Out for the Taxes)
- How Oil and Gas Investing Can Stabilize Returns and Shield Against Market Volatility: Tips From a Financial Pro
- How to Navigate the Silence After Your Business Sells for $5 Million: Tips From a Financial Planner
January 11th
- How to Plan a Microvacation That Actually Feels Restful
- We Are Retired and Fight More Than Ever. I Want to Take a Break to Save Our Marriage.
- Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook
- Are Your Retirement Numbers Not Looking Good? A Financial Adviser Runs Through Your Options
- How to Make the Most of These 2 Tax Breaks ASAP (They Have Expiration Dates)
January 10th
- What to Watch for When Refinancing Your Home Mortgage
- The 10 Best Splurge Destinations for Retirees in 2026
- Builders Are Offering Big Mortgage Incentives — What Homebuyers Should Watch For
- My First $1 Million: US Government Worker, 47, Overseas
- What Changed on January 1: Check Out These Opportunities Created by the New Tax Law
- Beat the Money Blues With This Easy Financial Check-In to Get 2026 Off to a Good Start
- Do Self-Storage REITs Deserve Space in Your Portfolio? It's a Yes From This Investment Adviser
January 9th
- Dow Hits a Record High After December Jobs Report: Stock Market Today
- Is Home Insurance Tax Deductible?
- The December Jobs Report Is Out. Here's What It Means for the Next Fed Meeting
- Trump Signals Plan to Ban Institutional Investors From Buying Single-Family Homes
- Ask the Editor, January 9: How to Get Ready for Tax Filing Season
- 4 Simple Money Targets to Aim for in 2026 (And How to Hit Them), From a Financial Planner
- Estate Planning Isn't Just for the Ultra-Wealthy
- How to Be a Smart Insurance Shopper: The Price Might Be Right, But the Coverage Might Not Be
- 7 Reasons Why Your Portfolio Needs Short-Term Bond ETFs
January 8th
- Nasdaq Takes a Hit as the Tech Trade Falters: Stock Market Today
- Park Pass Shock: $100 Fee Hits International Visitors to US National Parks
- Is Mechanical Breakdown Insurance Better Than an Extended Car Warranty?
- Why Your Bank Suddenly Lowered Your APY — And What to Do Next
- I'm a Wealth Planner: Forget 2026 Market Forecasts and Focus on These 3 Goals for Financial Success
- I'm a Financial Adviser: Why In-Person Financial Guidance Remains the Gold Standard
- This Is How You Can Turn Your Home Equity Into a Retirement Buffer
January 7th
- Dow Hits New High Then Falls 466 Points: Stock Market Today
- The Best Vanguard Bond Funds to Buy
- Are You Afraid of an IRS Audit? 8 Ways to Beat Tax Audit Anxiety
- The Kiplinger Letter's 10 Forecasts for 2026
- We Are Retired, Mortgage-Free, With $970K in Savings. My Husband Wants to Downsize to Lower Our Costs, but I Love Our House. Help!
- Feeling Too Guilty to Spend in Retirement? You Really Need to Get Over That
- Strategies for Women to Maximize Social Security Benefits
January 6th
- Dow, S&P 500 Rise to New Closing Highs: Stock Market Today
- States That Tax Social Security Benefits in 2026
- QUIZ: What Type Of Retirement Spender Are You?
- This Is How Early Retirement Losses Can Dump You Into Financial Quicksand (Plus, Tips to Stay on Solid Ground)
- How an Elder Law Attorney Can Help Protect Your Aging Parents From Financial Mistakes
- Q4 2025 Post-Mortem From an Investment Adviser: A Year of Resilience as Gold Shines and the U.S. Dollar Dives
January 5th
- 'Donroe Doctrine' Pumps Dow 594 Points: Stock Market Today
- The Wealth Equation: Balancing Money and Stress
- Is Your Emergency Fund Running Low? Here's How to Bulk It Back Up
- An Expert Guide to How All-Assets Planning Offers a Better Retirement
January 4th
- Forget FIRE: Why ‘FILE’ Is the Smarter Move for Child-Free DINKs
- 7 Tax Blunders to Avoid in Your First Year of Retirement, From a Seasoned Financial Planner
- How to Plan for Social Security in 2026's Changing Landscape, From a Financial Professional
January 3rd
- 10 Cheapest Places to Live in Washington
- Healthy to 100: Secrets from Countries Where Retirees Age Best
- My First $1 Million: Semiretired CPA, 68, San Francisco
- 6 Overlooked Areas That Can Make or Break Your Retirement, From a Retirement Adviser
- I'm a Wealth Adviser: These Are the 7 Risks Your Retirement Plan Should Address
January 2nd
- Stocks Struggle for Gains to Start 2026: Stock Market Today
- Tip: Ways to Track Your Credit Card Rewards
- How New Investors Can Pick Their Perfect Portfolio, According to a Pro
- High-Net-Worth Retirees: Don't Overlook These Benefits of Social Security
- Do You Have an Insurance Coverage Gap for Your Valuables? You May Be Surprised to Learn You Do
January 1st
- What to Do If You Plan to Make Catch-Up Contributions in 2026
- If You'd Put $1,000 Into Lowe's Stock 20 Years Ago, Here's What You'd Have Today
- How to Max Out Your 401(k) in 2026 (New Limits are Higher)
- Don't Trade After-Hours Without Reading This
- 8 Practical Ways to Declutter Your Life in 2026: A Retirement 'Non-Resolution' Checklist
- To Retire Rich, Stop Chasing Huge Returns and Do This Instead, Courtesy of a Financial Planner
- New Year, New Retirement Rules: Here's How You Can Keep Up as the Landscape Changes
- Plan to Give