All content Archive | February 2026

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February 28th
- Why Your Michigan Tax Refund Might Take Longer Than Usual This Year
- If You'd Put $1,000 Into Caterpillar Stock 20 Years Ago, Here's What You'd Have Today
- Good Stock Picking Gives This Primecap Odyssey Fund a Lift
- 5 Laundry Habits That Are Costing You Money
- More Tools to Build a Bond Ladder
- Why Your Pet Should Be In Your Estate Plan
- How Much Savings Do You Actually Need to Feel Financially Secure? Start With These 3 Benchmarks
- The Wealth-Building Roadmap That Works at Any Age
- How to Find Joy and Meaning When You Want to Retire — But Can’t Yet
- My First $1 Million: Banking Executive, 37, Nashville
- Small Splurges That Won't Derail Your Retirement
- A Newly Retired Couple With a Portfolio Full of Winners Faced a $50,000 Tax Bill: This Is the Strategy That Helped Save Them
- 5 Retirement Myths to Leave Behind (and How to Start Planning for the Reality)
- I'm a Financial Adviser: Silence Is Golden, But It Hurts Your Heirs More Than You Think
February 27th
- Dow Dives 521 Points as Goldman, AmEx Slide: Stock Market Today
- 8 Boring Habits That Will Make You Rich in Retirement
- QUIZ: Are You Ready To Retire at 55?
- 10 Decluttering Books That Can Help You Downsize Without Regret
- New Ways to Keep Your Online Accounts Safe
- The Merger Market is Heating Up. Here's How to Cash In
- Can Your Car Insurance Add Strangers to Your Policy? A Florida Class Action Lawsuit Could Decide
- Vanguard Cuts Fund Fees Again. Here's Why That's Important for You
- Ask the Editor, February 27: Questions on Tax Returns and Decedents
- How Much Do You Need to Join the 1% Club in Your State?
- Will Your Children's Inheritance Set Them Free or Tie Them Up?
- I'm a Financial Adviser: This Is the Real Key to Enjoying Retirement With Confidence
- Life Loves to Throw Curveballs, So Ditch the Rigid Money Rules and Do This Instead
February 26th
- Big Nvidia Numbers Take Down the Nasdaq: Stock Market Today
- How Medicare Advantage Costs Taxpayers — and Retirees
- 3 Smart Ways to Spend Your Retirement Tax Refund
- 5 Retirement Tax Traps to Watch in 2026
- Trump's New Retirement Plan: What You Need to Know
- Buy and Hold … or Buy and Hope? It's Time for a Better Retirement Planning Strategy
- Your Legacy Is More Than Your Money: How to Plan for Values, Not Just Valuables
- The Best Short-Term CD for Your Cash in 2026
- Will Real Estate and Private Equity Start to Shine Again in 2026?
February 25th
- Thinking of Switching Phone Carriers? Do These 8 Things First
- Samsung Galaxy S26 Ultra: What to Know Before You Upgrade
- Nasdaq Soars Ahead of Nvidia Earnings: Stock Market Today
- 4 High-End Experiences Worth the Splurge After 50
- Health Care Stocks Have Sagged. Can You Bet on a Recovery?
- Costco's Auto Program: Can Membership Pricing Really Save You Money on a Car?
- What Is an Assumable Mortgage and Could It Save You Thousands?
- My Grandkids Want Me to Donate to Their Teams and School Fundraisers. I Adore Them, but I'm on a Budget.
- Your Retirement Age Is Just a Number: Today's Retirement Goal Is 'Work Optional'
- Have You Fallen Into the High-Earning Trap? This Is How to Escape
- I'm a Financial Adviser: These 3 Questions Can Help You Navigate a Noisy Year With Financial Clarity
February 24th
- Dow Absorbs Disruptions, Adds 370 Points: Stock Market Today
- Quiz: Do You Know How to Maximize Your Social Security Check?
- Will You Get a Trump Tariff Refund in 2026? What to Know Now
- 2026 Tax Refund Delays: 5 States Where Your Money Is Stuck
- Paper Tax Filers Face Long Wait as IRS Digitization Effort Stalls
- How AI Chatbots Can Secretly Give Biased Advice
- Where Olympians Store Their Medals is a Great Lesson For Your Valuables and Cash
- Private Capital Wants In on Your Retirement Account
- It's Time to Bust These 3 Long-Term Care Myths (and Face Some Uncomfortable Truths)
- Fix Your Mix: How to Derisk Your Portfolio Before Retirement
- An Executive's 'Idiotic' Idea: Skip Safety Class and Commit a Federal Crime
February 23rd
- Dow Loses 821 Points to Open Nvidia Week: Stock Market Today
- Nvidia Earnings: Updates and Commentary February 2026
- I Thought My Retirement Was Set — Until I Answered These 3 Questions
- How You Can Use the Financial Resource Built Into Your Home to Help With Your Long-Term Goals
- How to Find Free Money for Graduate School as Federal Loans Tighten in 2026
February 22nd
- How One Extra Dollar of Income Can Cost You Thousands in Retirement
- 5 Tips to Get Your Kids Investing as Soon as Possible
- How to Choose the Best Internet Plan in Retirement
- We've Reached Our $5 Million Retirement Savings Goal, but at 66, My Husband Still Doesn't Feel Ready.
- Aging in Place Can Be Bad for Your Health: This Financial Pro's Alternative Is a No-Brainer
- Want to Buy a Home With a Friend? Here's How to Prevent Legal Headaches
- When It Comes to Retirement Planning, Be More Spock Than Scotty: It's Logical, Captain
- A 5-Step Guide to Getting AI to Give You Actionable Insight Rather Than Polished Nonsense
February 21st
- First the Penny, Now the Nickel? The New Math Behind Your Sales Tax and Total
- 5 Side Gigs That Let You Travel the World in Retirement
- My First $1 Million: Retired Senior Policy Analyst, 64, Washington, D.C.
- How a Donor-Advised Fund Can Slash Your Tax Bill With 'Charitable Bunching'
- Money Monsters Under the Bed? Here's What You're Really Afraid Of
- Finances Not Going Anywhere? These 3 Steps Can Help You Find Your North Star
- I'm a Wealth Adviser: This Strategy Can Slash Your Taxes on Large Stock or Property Sales
- Why 2026 Could Be the Year to Reconsider Global Diversification
February 20th
- Stocks Shrug Off Tariff Ruling, Weak GDP: Stock Market Today
- Is Life Insurance Taxable When It's Paid Out?
- Trump Tariffs Supreme Court Ruling: What's Next for Consumers and Retailers
- Before You Go to Costco, Try This Grocery Strategy First
- 10 Things to Know About Decluttering
- QUIZ: Are You Ready To Retire at 62?
- Ask the Editor, February 20: Questions on Tax Breaks for Caregivers
- Are You Making These 3 Savings Mistakes?
- Divorce Can Feel Amazing. I See the Freedom in My Best Friend’s Late-Life Divorce — Even if He's Still Finding It.
- I'm a Financial Planner: This Is How You Can Legally Divorce the IRS for the Rest of Your Life
- 9 Ways the Wealthy Waste Thousands in Taxes: A Checklist for What Not to Miss
February 19th
- Farmers Brace for Another Rough Year
- Stocks Drop as Iran Worries Ramp Up: Stock Market Today
- Over 65? Here's What the New $6K Senior Tax Deduction Means for Medicare IRMAA
- U.S. Congress to End Emergency Tax Bill Over $6,000 Senior Deduction and Tip, Overtime Tax Breaks in D.C.
- 5 Investing Rules You Can Steal From Millennials
- The Little-Known Tool to Protect Your Retirement Savings in a Divorce
- When Estate Plans Don't Include Tax Plans, All Bets Are Off: 2 Financial Advisers Explain Why
- Counting on Real Estate to Fund Your Retirement? Avoid These 3 Costly Mistakes
- I'm a Financial Planner: These Small Money Habits Stick (and Now Is the Perfect Time to Adopt Them)
February 18th
- Nasdaq Leads a Rocky Risk-On Rally: Stock Market Today
- Quiz: Do You Know How to Avoid the 'Medigap Trap?'
- 5 Top Tax-Efficient Mutual Funds for Smarter Investing
- AI Sparks Existential Crisis for Software Stocks
- Why Invest In Mutual Funds When ETFs Exist?
- We Retired at 62 With $6.1 Million. My Wife Wants to Make Large Donations, but I Want to Travel and Buy a Lake House.
- Social Security Break-Even Math Is Helpful, But Don't Let It Dictate When You'll File
- I'm an Opportunity Zone Pro: This Is How to Deliver Roth-Like Tax-Free Growth (Without Contribution Limits)
- One of the Most Powerful Wealth-Building Moves a Woman Can Make: A Midcareer Pivot
February 17th
- Stocks Make More Big Up and Down Moves: Stock Market Today
- I'm a Wealth Adviser Obsessed With Mahjong: Here Are 8 Ways It Can Teach Us How to Manage Our Money
- Looking for a Financial Book That Won't Put Your Young Adult to Sleep? This One Makes 'Cents'
- Global Uncertainty Has Investors Running Scared: This Is How Advisers Can Reassure Them
February 16th
- 5 Ronald Reagan Quotes Retirees Should Live By
- I'm a Real Estate Investing Pro: This Is How to Use 1031 Exchanges to Scale Up Your Real Estate Empire
February 15th
- My Spouse and I Are Saving Money for a Down Payment on a House. Which Savings Account is the Best Way to Reach Our Goal?
- We're 78 and Want to Use Our 2026 RMD to Treat Our Kids and Grandkids to a Vacation. How Should We Approach This?
- Should You Jump on the Roth Conversion Bandwagon? A Financial Adviser Weighs In
- The 8 Stages of Retirement: An Expert Guide to Confidence, Flexibility and Fulfillment, From a Financial Planner
- 5 Mistakes to Avoid in the 5 Years Before You Retire, From a Financial Planner
- I'm a Financial Planner: This Retirement Strategy Helps Plot a Stress-Free Path to Cash Flow
- Your Most Overlooked Retirement Investment: Luxuriating in Doing Nothing
February 14th
- Why Most Millionaires Don't Feel Wealthy — and What It Really Takes to Feel Financially Secure
- You Could Be Overpaying for Internet. Here’s How to Choose the Right Type
- Chapter X: Steering Men Through Rocky Transitions to Retirement
- My First $1 Million: Retired From Real Estate, 75, San Francisco
- If the Markets Cause You Restless Nights, You Might Want to Consider This Safety Net
- When Markets Are Jumpy: A Financial Planner Explains How to Stay Grounded
- To Love, Honor and Make Financial Decisions as Equal Partners
February 13th
- Top 5 Career Lessons From the 2026 Winter Olympics
- Small Caps Step Up, Tech Is Still a Drag: Stock Market Today
- Money Questions Couples Should Ask Before Combining Finances or Planning a Future Together
- Ask the Editor, February 13: More Questions on IRAs
- 4 At-Fault States with No-Fault Insurance Rules You Should Know
- My Wife Wants Us To Retire at 65 To Get Medicare, but I Want To Retire Now at 62 so We Can Start Enjoying Life. Who Is Right?
- 4 Pro Tips for Successfully Scaling the Medicare Mountain
- For More Flexible Giving, Consider Combining a Charitable Remainder Trust With a Donor-Advised Fund
- The Illinois 'Cliff Tax': A Single Dollar Could Cost Families Hundreds of Thousands
February 12th
- AI Unwind Takes 2% Off the Nasdaq: Stock Market Today
- Big Change Coming to the Federal Reserve
- A Scary Emerging AI Threat
- January CPI Report Shows Inflation Slowed. Here's What That Means for Rate Cuts
- How to Open Your Kid's $1,000 Trump Account
- In Arkansas and Illinois, Groceries Just Got Cheaper, But Not By Much
- How to Budget as a Couple Without Fighting About Money
- Emergency Travel Assistance Memberships Explained
- Why 'Locking' Your Social Security Number Is the New Credit Freeze
- These Thoughtful Retirement Planning Steps Help Protect the Life You Want in Retirement
- Fixed Indexed Annuities and Bonds: The Perfect Match as Interest Rates Inch Lower?
- 'Fee-Only' and 'Fiduciary' Are Not the Same: A Financial Pro Sets the Record Straight
February 11th
- Strong Jobs Report Leaves Markets Flat: Stock Market Today
- Is There a Downside to Switching Your Insurance Frequently?
- Is Prepaid Wireless Making a Comeback — and Can It Lower Your Phone Bill?
- Job Growth Sizzled to Start the Year. Here's Why It's Unlikely to Impact Interest Rates
- The High Cost of Sunshine: How Insurance and Housing Are Reshaping Snowbird Living
- Dad Is a 68-Year-Old Widower, Forced to Retire. He's Wonderful, but May Need More Time Than I Can Give.
- I'm a 55-Year-Old Dad. Here’s How My 28-Year-Old Daughter Showed Me That AXP Is Still a Solid Investment
- I'm a Financial Adviser: This Is Why a Second (Gray) Divorce Could Cost You Big-Time
- A Matter of Trustees: Is Your Spouse the Best Person to Manage the Kids' Trusts?
- Passive Muni Investors: Is Your Strategy Missing the Mark?
February 10th
- Dow Hits New High Ahead of January Jobs Report: Stock Market Today
- 7 Bad Tax Habits to Kick Right Now
- New Bill Would Eliminate Taxes on Restored Social Security Benefits
- Oval Office Legacies: The Social Security History Quiz
- Living in One State, Working in Another: How to Avoid a Tax Season Headache
- The Best Weekly Income ETFs to Buy in 2026
- Hosting a Family Reunion? 10 Essentials for a Lasting Legacy
- Tied Up in Knots Over a Concentrated Stock Position? This Strategy Will Help You Unravel
- How to Put Your IRA to Work for Change and to Help the Next Generation, Courtesy of an Investment Adviser
- A Wake-Up Call and a Healthy Dose of Terror: How to Survive Your First Days in Prison
February 9th
- Tech Stocks Fuel Strong Start to the Week: Stock Market Today
- I'm a Financial Adviser: Here's How to Help Derisk Your Portfolio in 2026
February 8th
- Tariffs: An Uninvited Valentine's Day Guest
- Should I Sell My Old Silverware and Gold Jewelry Now That Prices Are So High? or Should I Hand Them Down?
- From Age 55 to 70: Why Your Passport Is the Biggest Factor In Retirement Age
- Why the Next Fed Chair Decision May Be the Most Consequential in Decades
- The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years
- Inherited an IRA? Don't Fall Into the 10-Year Tax Trap
- I'm a Retirement Psychologist: This Is Why a Supportive Marriage May Matter More Than Money in Retirement
- How Money Guilt Holds Women Back (and How You Can Send It Packing)
- Making Sports Bets vs Investing in ETFs: A Lesson in Expected Returns From an Investing Pro
February 7th
- 5 Vince Lombardi Quotes Retirees Should Live By
- The $200,000 Olympic 'Pension' is a Retirement Game-Changer for Team USA
- 10 Cheapest Places to Live in Colorado
- Look Out for These Gold Bar Scams as Prices Surge
- How to Turn Your 401(k) Into A Real Estate Empire — Without Killing Your Retirement
- My First $1 Million: Retired Nuclear Power Plant Supervisor, 68, Wisconsin
- Don't Bury Your Kids in Taxes: How to Position Your Investments to Help Create More Wealth for Them
- Are You 'Too Old' to Benefit From an Annuity?
- In Your 50s and Seeing Retirement in the Distance? What You Do Now Can Make a Significant Impact
- Your Retirement Isn't Set in Stone, But It Can Be a Work of Art
- The Bear Market Protocol: 3 Strategies to Consider in a Down Market
February 6th
- Dow Adds 1,206 Points to Top 50,000: Stock Market Today
- Ask the Editor, February 6: Questions on Federal Income Tax Deductions
- No-Fault Car Insurance States and What Drivers Need to Know
- 7 Frugal Habits to Keep Even When You're Rich
- Why Picking a Retirement Age Feels Impossible (and How to Finally Decide)
- The Best Precious Metals ETFs to Buy in 2026
- For the 2% Club, the Guardrails Approach and the 4% Rule Do Not Work: Here's What Works Instead
- Retiring Next Year? Now Is the Time to Start Designing What Your Retirement Will Look Like
- I'm a Financial Planner: This Layered Approach for Your Retirement Money Can Help Lower Your Stress
February 5th
- An Inflection Point for the Entertainment Industry
- Stocks Sink With Alphabet, Bitcoin: Stock Market Today
- New Gambling Tax Rule Impacts Super Bowl 2026 Bets
- How Much It Costs to Host a Super Bowl Party in 2026
- 3 Reasons to Use a 5-Year CD As You Approach Retirement
- Your Adult Kids Are Doing Fine. Is It Time To Spend Some of Their Inheritance?
- The 4 Estate Planning Documents Every High-Net-Worth Family Needs (Not Just a Will)
- Love and Legacy: What Couples Rarely Talk About (But Should)
- How to Get the Fair Value for Your Shares When You Are in the Minority Vote on a Sale of Substantially All Corporate Assets
February 4th
- Dow Leads in Mixed Session on Amgen Earnings: Stock Market Today
- How to Watch the 2026 Winter Olympics Without Overpaying
- Here’s How to Stream the Super Bowl for Less
- The Cost of Leaving Your Money in a Low-Rate Account
- We're 62 With $1.4 Million. I Want to Sell Our Beach House to Retire Now, But My Wife Wants to Keep It and Work Until 70.
- How to Add a Pet Trust to Your Estate Plan: Don't Leave Your Best Friend to Chance
- Want to Avoid Leaving Chaos in Your Wake? Don't Leave Behind an Outdated Estate Plan
- I'm a Financial Adviser: This Is Why I Became an Advocate for Fee-Only Financial Advice
February 3rd
- Nasdaq Slides 1.4% on Big Tech Questions: Stock Market Today
- Should You Do Your Own Taxes This Year or Hire a Pro?
- Trump $10B IRS Lawsuit Hits an Already Chaotic 2026 Tax Season
- Quiz: Are You Ready for the 2026 401(k) Catch-Up Shakeup?
- Can I Deduct My Pet On My Taxes?
- I Met With 100-Plus Advisers to Develop This Road Map for Adopting AI
- The Referral Revolution: How to Grow Your Business With Trust
- This Is How You Can Land a Job You'll Love
February 2nd
- Fed Vibes Lift Stocks, Dow Up 515 Points: Stock Market Today
- 65 or Older? Cut Your Tax Bill Before the Clock Runs Out
- The Key to a Successful Transition When Selling Your Business: Start the Process Sooner Than You Think You Need To
February 1st
- We Inherited $250K: I Want a Second Home, but My Wife Wants to Save for Our Kids' College.
- I'm a Financial Adviser: This Is the $300,000 Social Security Decision Many People Get Wrong
- 4 Ways Washington Could Put Your Retirement at Risk (and How to Prepare)
- 2026's Tax Trifecta: The Rural OZ Bonus and Your Month-by-Month Execution Calendar