All content Archive | July 2026

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July 23rd
- Are You Financially Secure, But You Still Don't Feel Confident? What to Do About That
- Popular Capital Gains Tax ETF Strategy Catches Treasury's Attention
- The FAFSA Quietly Got Friendlier and Stricter This Year: Will Your Family Win or Lose?
- Looking for Financial Advice, Not a Sales Spiel? Why NAPFA is the Place to Start
- Caregiver Burnout — Why Generic Advice Fails and What Works
July 22nd
- 3 Frugal Habits to Ditch When You're Rich
- Stocks Slip as Alphabet Gets Ready to Report: Stock Market Today
- The 5 Safest Fidelity Funds to Own in a Volatile Market
- Estate Tax vs Inheritance Tax: Who Actually Pays the Bill?
- What a Delaware Statutory Trust Can Do for Your Kids That Your Will Can't
- Retirement Planning Can't Just Be About Numbers: These Risks Demand a Broader and Stronger Strategy
- This Is Why Investing Feels Easier — and Harder — Than Ever
- New Jersey Riders Now Need E-Bike Insurance. Is Your State Next?
- 5 Sleeper Blue-Chip Stock Picks for Steady Long-Term Gains
- 10 Things to Know About Scammers
July 21st
- Nasdaq Rallies Ahead of Magnificent 7 Earnings: Stock Market Today
- 5 T-Mobile Senior Deals That Could Lower Your Monthly Phone Bill
- Should You Go All In on an S&P 500 ETF for Retirement Savings?
- New Study Reveals How Much Tax You'll Pay Over Your Lifetime
- I'm a Financial Adviser: This Is the Retirement Tax Assumption That Could Cost You
- Loyalty Points and a Widow's Interaction with Customer Service: What Happens When a Company Forgets the Human Behind the Account
- How to Recover From a Summer Financial Hangover Before the Holidays
- When Traditional Portfolios Fall Short for Business Owners Post-Liquidity, Dividend Growth Strategies Can Hit the Mark: Here's Why
- How to Invest in the Modern Space Race
- Can You Spot These 5 Common IRS Audit Red Flags?
- How to Use the Dividend Barbell Rule in Retirement With ETFs
July 20th
- Dow Drops 305 Points as Apple Falls From Highs: Stock Market Today
- Make Your Dream Retirement Abroad a Reality
- 4 Ways to Navigate the Unpredictable Pressures of a 30-Year Retirement, Courtesy of a Financial Planner
- I'm a Financial Planner and an Only Child: Here's How to Navigate Your Parents' Older Years Solo (and Why I'd Recommend a Postnup)
- The New Rules for Today's Corporate Meetings: Tight Times Require a Shift to Prioritizing Impact Over Extravagance
- Demand for Air Conditioning Heats Up
- We Gave AI Chatbots 5 Financial Challenges. Here's How They Did
- Beyond AI: Why Our Top Dividend Stocks Remain Reliable Picks
July 19th
- 5 Little-Known Senior Tax Deductions in 2026
- Why Investing Style Matters for This Fidelity Fund
- 7 'Second-City' Fall Trip Destinations in the US to Skip the Crowds
- I Have a Sizable Roth IRA. Do I Still Need a 529 for My Grandkids' College?
- 8 Expenses That Quietly Disappear After Retirement
- These Are the Most Critical Moves to Make in the 5 to 10 Years Before You Hang Up Your Hat
- 5 Scams Targeting Retirees Now — and the Easiest Ways to Stay Safe
July 18th
- Tech Stocks Are the Fuel for This Top Dividend Fund
- My First $1 Million: Government Lawyer, 68, Henrico, Virginia
- What the 2032 Social Security Shortfall Will Cost Retirees in Every State
- 5 Signs Home Buyers Have More Negotiating Power Right Now
- How to Keep a Family Reunion Going for Decades, According to a Family That's Done It for Over 40 Years
- Quiz: Do You Know Your Family Reunion Personality?
- After 30 Years Writing About Retirement, I'm Still Not Prepared for My Own
- An Expert Guide to Your Financial Priorities Decade-by-Decade: What to Focus on in Your 30s, 40s, 50s and 60s
- The Secret to Life, Liberty and the Pursuit of Happiness? It Isn't Money. A Financial Planner's Take on the American Dream
- If AI Is Doing More of the Work, What Are You Paying Your Financial Adviser For?
- 7 Signs You're Practicing Stealth Wealth Without Realizing It
- Quiz: What’s Your Stealth Wealth Personality?
- United Is Selling an Empty Middle Seat. Is It Worth the Upgrade?
- I Saved Money on a Grocery Surprise Bag: Here's Why I Won’t Buy Another One
July 17th
- Where to Stay for the World Cup Final Near MetLife Stadium
- China AI Fears, Netflix Earnings Sink Stocks: Stock Market Today
- Got $2.5 Million Saved for Retirement? Here Are the Huge RMDs You Must Take at 73, 75, 80 and 85
- The AI Investment Nobody Is Talking About? The Infrastructure That Powers It
- Summer Doesn't Mean Fun for Gen Z: 3 Reasons Young People are Filled With Financial Anxiety — and How to Help
- How to Strengthen Your Charitable Impact and Legacy Amid the Great Wealth Transfer
- Ask the Tax Editor, July 17: Higher Health Insurance Premiums
July 16th
- Is Your Current Home Your Forever Home? Find Out With This Quiz
- Nasdaq Sinks as Chip Stocks Drop Again: Stock Market Today
- The Best Ways to Invest Your Super Catch-Up Contributions
- Navigating the Shift in Digital Wealth Management
- Alabama Sales Tax Holiday 2026 Starts Friday With Higher Tax-Free Limits
- State Capital Gains Tax Rates for 2026: How Much Investors Pay This Year
- How to Leave a Legacy to Your Loved Ones — and Keep Probate Out of It
- Market Volatility Tests More Than Just Portfolios — It Tests Soon-to-Be Retirees' Nerves: Are You Passing?
- Revenue Sharing Is Great for Financial Pros — For You, Not So Much. How Can You Avoid This Sneaky Sales Incentive?
- The Best Hedged ETFs for Lower-Risk Investors and Retirees
July 15th
- NYC Is Trying to Stop 'Subscription Traps': What Are Those, and Are Other Places Next?
- How to Fight the Annoyance Economy
- Stocks Rise as Mega Caps Rally: Stock Market Today
- From Pitch to Paradise: The Ultimate Guide to Your Miami World Cup Getaway
- 3 Reasons Why Kiplinger Readers Love Southwest Airlines Credit Cards
- When Is a Roth Conversion a Bad Idea? 6 Situations Retirees Should Consider Carefully
- Even at 49 With $1.5 Million, My Retirement Is in Jeopardy: How Do I Manage the Bank of Mom and Dad?
- Long-Term Care Insurance Alternatives: How to Craft a Flexible Plan to Help Cover Future Health Needs
- This Is the Biggest Financial Mistake Many Families Are Making
- A 'Mega Backdoor Roth' Can Save Thousands More for Retirement
July 14th
- Stocks Rise on Hot Earnings, Cool Inflation: Stock Market Today
- Navigating the New Fed: 5 Conflicts Kevin Warsh Has to Tackle Now
- A 2026 Tax Playbook for High Earners: Stealth Taxes and Strategic Wins
- The Inheritance Your Kids Need More Than Money — and 5 Ways to Pass It On
- IRS Simplifies Tax Penalty Relief: Who Qualifies and What’s the Catch?
- I'm a Wealth Adviser: This Divorce Memoir Describes Painful Financial Mistakes I See All the Time — Here's How You Can Avoid Them
- Implied Easements and Hostile Neighbors: How a Couple Avoided Being Landlocked After Their Cranky New Neighbor Moved In
- Stop Chasing Long-Term Bonds: Why the 'Belly' of the Yield Curve Is Your Best Bet
- This Ultra Mobile Deal Could Lower Your Phone Bill to Just $9.10 a Month
July 13th
- Stocks Down, US-Iran War Action Up: Stock Market Today
- Investors Grapple with an Extraordinary Memory Chip Boom
- 3 Things I Like About the Costco Anywhere Visa by Citi
- 7 Signs You Are Financially Ready to Retire Even if You Don't Feel Ready
- Should You Pay Off Your Mortgage Before You Retire? A Financial Planner Gets Real
- Yay! You've Been Awarded Stock! Boo, the Tax Hit Is Massive: How to Avoid the Mistakes High Earners Make Before They Even Realize It
- Tips for Car Shoppers in a Tough Market
July 12th
- 10 Cheapest Places to Live in Oregon
- 'Subsidized Adulting': Can You Afford to Help Your Children Financially?
- 5 Costly Mistakes That Can Trigger Medicare Surcharges — And How to Avoid Paying Thousands More Than You Should
- 3 Reasons High Earners Should Revisit Their Financial Plans Today
- Your Final 10 Years Before Retirement: Why Your Current Strategy Might Be Your Biggest Risk
July 11th
- World Cup Fan Buys Tickets That Didn't Exist: What to Know About Resale Markets
- The 'SUV Tax': How Your Vehicle Choice Impacts Your Net Worth
- Moving to Florida or Texas for Retirement? 3 Questions to Ask First
- My First $1 Million: Retired Surgery Professor, 51, North Carolina
- Finances Wandered Off Course? These 12 Month-by-Month Steps Will Help You Get Back on Track
- Are You Much Older Than Your Spouse? Sorry, But Your Social Security Decision Isn't About You
- Will Your Death Double Your Spouse's Tax Bill? 4 Ways Couples Should Prepare for the Widow's Penalty
July 10th
- Where to Stay for the World Cup Semifinals and Final
- Meta Leads Again as Markets Look Forward to Earnings: Stock Market Today
- June CPI: Cooling Inflation Puts Rate Hikes on Hold for Now
- The Best All-in-One ETFs to Keep Your Investment Portfolio Simple
- Kia Is Recalling Almost 463,000 Tellurides Over Fire Risk: What Owners Need to Know
- Take These Steps to Tame Your Taxes In Retirement
- Ask the Tax Editor, July 10: Late Refunds and Calling the IRS
- The $50M Disney Settlement: Do You Qualify for a Payout?
- Summer Vacation Season and Travel Prices Are Heating Up: 4 Ways to Keep Costs Down and Stay Cool, From a Financial Planner
- Opportunity Zone 2.0 Designations: How Your Governor Will Pick the 2027-2036 Map
- The Most Dangerous Words I Hear From Married Couples as a Financial Adviser: 'He Handles It'
- How Business Owners Can Unlock Capital They Didn't Know They Had
July 9th
- Micron Gives Stocks a $250 Billion AI Boost: Stock Market Today
- Forever Stamp Prices Rise July 12: Should You Stock Up Now?
- The IRS Never Texts You, So Why Are They Doing It Now?
- Do You Lack the Confidence to Go Ahead and Retire? You're Not Alone
- The Exit Coach: How Advisers Can Guide Business Owners Through the Emotional Process of a Sale
- Clients Asking About IPOs? Here's a 5-Step Framework for the Conversation
July 8th
- Dow Falls 577 Points After Hormuz Ceasefire Fails: Stock Market Today
- Your T-Mobile Bill May Be Going Up — Here's What to Do Next
- Property Tax Bills Are on the Rise. Here's What You Can Do
- Pet Stocks Have Slipped Since COVID. Is This an Investing Opportunity?
- How Small Business Owners Can Balance AI With Employee Loyalty and Retirement Goals
- 3 Tax-Efficient Legacy-Building Strategies for High-Net-Worth People, Courtesy of an Estate Planner
- Moving Wealth Abroad? Here's How to Keep Your American Dream From Turning Into an Overseas Nightmare
- This Is What Can Happen When Your Financial Plan and Estate Plan Aren't in Sync
July 7th
- Do You Know What It Takes to Be a Millionaire? Test Your Knowledge
- Chips Slip Again as Caterpillar Bites the Dow: Stock Market Today
- IRS Updates Gift Tax Exclusion Rules for Trump Account Contributions
- What to Do When Your Health Insurer Says 'No'
- Retiring From the Military: 10 Things to Know
- Are Total Market Bond Funds a Smart Addition to Your Portfolio? A Financial Planner Outlines Possible Risks and Rewards
- High Earners Want to Give Money and Communities Need It: Impact-First Investing Can Bridge the Gap
- Buying a House Together When You're Not Married? A Lawyer Explains Why It's One of the Worst Financial Moves You Can Make
July 6th
- Dow Tops 53,000 as Chip Stocks Re-Take the Lead: Stock Market Today
- Why You Should Keep an Eye on I-Bonds Now
- Why Even Retirees Need Emergency Funds
- The Boy Who Cried 'Bubble': What if He's Right This Time? What Investors Need to Consider
- Your First 5 Potential Moves When Inherited Wealth Makes You Rich Overnight
- Is Private Equity Behind the Scenes in Your 401(k)? Here's What That Could Mean for Your Retirement
July 5th
- Millions of People Are Aging Alone: What Living Single Means for Retirement Taxes
- The Member's Mark Products That Make a Sam's Club Membership Worth It
- Should Fully Funded Retirees Invest Like 30-Year-Olds?
- What My Career Change From Olympian to Financial Planner Taught Me About Money
- Your Annual Physical as a Financial Strategy: How Preventive Health Spending Impacts Lifetime Wealth
- An Investment Strategist's Guide to Maintaining Your Portfolio's 'Hygiene'
July 4th
- A 5-Part Financial Checklist for Your 30s
- 5 Ways To Increase Your Investment Income In Retirement
- The 'Busy Trap': 5 Ways a Hectic Schedule Can Ruin Your Retirement
- What Technology Do Retirees Actually Need?
- My First $1 Million: Administrative Director in Healthcare, 52, El Paso, Texas
- Your Retirement Plan Looks Watertight, But Have You Checked for Tax Leaks?
- How to Design Your Retirement Declaration of Independence to Build the Life You Want
- What the Rest of Us Can Learn From Microsoft's Early Retirement Offer
July 3rd
- Ask the Tax Editor, July 3: Tax Questions for Investors
- 5 Reasons You Should Claim Social Security at 70 (And 5 Reasons to Claim It Earlier)
- Can Your Heirs Inherit Credit Card Rewards, Airline Miles and Hotel Points?
- Is Home Insurance Pricing Retirees Out of the American Dream?
- How to Use a Medicaid Asset Protection Trust to Help Shield Your Family From Long-Term Care Costs
- Managing Your Money After a Loss: A 30-60-90-Day Plan for Surviving Spouses
- Before You Sign Divorce Papers, Consider These 6 Tips From a Financial Adviser Who's Also a Certified Divorce Financial Analyst
July 2nd
- Nasdaq Sinks as Sandisk Sell-Off Continues: Stock Market Today
- Is Clear+ Worth It After the Price Hike?
- Why the Trump Account Rollout Is Raising Questions About Social Security
- These Smart Upgrades Are Game-Changers if You're Living in an Older Home
- The Cost of Staying Put: Aging in the Neighborhood You Love
- Investing Lessons From 'The Three Little Pigs': Ways to Help Build a Portfolio the Big Bad Wolf Can't Blow Down
- Want to Protect Your Assets? Consider Life Insurance You Don't Have to Die to Use
- How to Build a Financial Plan Around a Variable Income: For Freelancers, Gig Workers and Commission-Based Earners
- How the Stock Market Performed in the Second Quarter of 2026: An Investment Adviser's Take
July 1st
- Dow Closes Lower as Caterpillar Stock Slumps: Stock Market Today
- What Bobby Bonilla Day Can Teach You About Retirement
- Think You Can Afford That House? Run These Numbers First
- 7 Sam's Club Perks Costco Members Envy
- If You Put $1,000 Into an S&P 500 ETF 20 Years Ago, Here's What You'd Have Today
- What the Latest Supreme Court Decisions Mean for Your Money in 2026
- Apple's Price Hikes Signal Costlier Electronics for Years to Come
- Is Your Financial Adviser for Retirement Worth the 1% Fee?
- This Changes Your Social Security Decision (Especially if You're in the 2% Club)
- I'm a Real Estate Pro: This Is Why (and How) I'm Deferring My Taxes Until I Die
- Trump Accounts Arrive Soon: Are They the Right Fit for Your Family?
- Managing Concentrated Wealth: When Success Becomes Risk