Feature Archive | June 2025

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June 30th
- AI vs the Stock Market: How Did Alphabet, Nike and Industrial Stocks Perform in June?
- What About Those ‘Guaranteed’ Life Insurance Ads?
- 13 Answers to Pressing Social Security Questions
- Keep Tax Collectors at Bay with Muni Bond Funds
- Eight Tips From a Financial Caddie: How to Keep Your Retirement on the Fairway
- Just Sold Your Business? Avoid These Five Hasty Moves
June 29th
- The '8-Year Rule of Social Security' — A Retirement Rule
- Should I Buy Stocks or Bonds Right Now?
- Tips for Expat Retirees, From Expat Retirees
- You Were Planning to Retire This Year: Should You Go Ahead?
- Are You Owed Money Thanks to the SSFA? You Might Need to Do Something to Get It
- From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook
June 28th
- Why Investing Abroad Could Pay Off
- Retire in This Central American Country for Natural Beauty and Culture
- The Top Fourth of July Fireworks and Celebrations Across America
- Why Retirees Need a Budget, According to a New Retiree
- Are These the Next Stocks to Split?
- My First $1 Million: Air Force Veteran, 68, Duluth, Ga.
- Hiring a Financial Adviser: 10 Questions to Ask
- Your Home + Your IRA = Your Long-Term Care Solution
- I'm a Financial Planner: Retirees Should Never Do These Four Things in a Recession
- A Retirement Planner's Advice for Taking the Guesswork Out of Income Planning
June 27th
- Ask the Editor, June 27: Tax Questions on Disaster Losses, IRAs
- Paramount+ Premium Debuts: Why "With Showtime" Got the Cut
- I'm 58 and Unexpectedly Inherited $650K: Does This Change My Retirement Timeline?
- Why Smart Retirees Are Ditching Traditional Financial Plans
- To My Small Business: Well, I've Been Afraid of Changin', 'Cause I've Built My Life Around You
June 26th
- 'Unprecedented' Private School Voucher Tax Credit in Trump's Megabill
- The Bull Case for the Second Half of 2025
- How New Retirees are Navigating Economic Uncertainty
- Will a AI Take Care of You in Old Age?
- 7 Essential Investing Rules We All Should Know
- These Are the Key Tariff Issues to Watch in Coming Months
- Technology Unleashes the Power of Year-Round Tax-Loss Harvesting
- The Fiduciary Firewall: An Expert's Five-Step Guide to Honest Financial Planning
June 25th
- What is the IRMAA (Income-Related Monthly Adjustment Amount)?
- No Social Security Tax Changes in Trump’s 'Big Bill'? What Retirees Need to Know
- What to Do and What Not to Do When Markets Get Turbulent
- What to Know About Treasury Inflation-Protected Securities (TIPS)
- Want to Avoid the IRMAA? Consider a Roth Conversion
- How Private Capital Could Be the Key to Rebuilding America
- Real Estate Bridge Funds: An Expert Guide to Investing in a Volatile Market
June 24th
- A Guide to the Best and Worst States to Visit on Your Road Trip This Summer
- I'm 52 With $2.1 Million in Retirement Savings: Can I Afford a Second Home?
- The Riskiest S&P 500 Stocks Right Now
- Bill Bought a Fridge, and Then His Nightmare Began
- Savvy Marketing Tips for Financial Pros From a Financial Pro
June 23rd
- Taste the Nation: Five James Beard Award–Winning Restaurants Worth Traveling For
- Employee Stock Options: Understanding the Benefits and Risks
- Where to Invest in the Back Half of 2025
- Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
- Are Managed 401(k) Accounts Worth the Extra Cost?
- A Wealth Adviser's Seven Savvy Tips on Alternative Investments
- What to Do After Losing Your Spouse: An Expert Guide
June 22nd
- Is Your State Coming For Your Online Sports Bets?
- Retire in the Bahamas With These Three Tax Benefits
- What to Know About Mortgage Escrow Accounts
- I'm a Financial Planner: This Is the Key to Successful Retirement Planning
- Summer Is Made for Sun, Fun … and Estate Planning Conversations
June 21st
- Discover the Best Wines of 2025: Top Picks From Around the World
- Retire in Ecuador for an Affordable, Rich Life
- Why Single Retirees Have It Better Than You Think
- My First $1 Million: Early Retiree, 57, Western North Carolina
- Top Tech M&A 2025: The Prospects We're Watching
- Don't Have an Estate Plan? Six Things That Could Go Very Wrong
- A Financial Planner's Tips for Teaching Kids About Wealth Without Creating Entitlement
June 20th
- Think Twice Before You Tap Your 401(k) Early
- Retirement Reimagined: Finding Your Tribe in LGBTQ-Focused Communities
- Ask the Editor, June 20: Questions on Tax Deductions and IRAs
- The $1 Million Retirement Question: Are You Being Tax-Smart About Your Pension?
- The Costly Mistake You Might Be Making With Your First 401(k)
June 19th
- Why I Trust Bonds, Even Now
- Dementia Hot Spots: Is Your Region Raising Your Risk?
- Does Donald Trump Claim Social Security Benefits?
- An Estate Planning Attorney's Guide to the Importance of POAs
- Divorce and Your Home: An Expert's Guide to Avoiding a Tax Bomb
June 18th
- I’m Burned Out at Work, But I Dread Retirement Boredom and Loneliness. Now What?
- Fewer Agents, Fewer Audits: How IRS Staff Cuts Are Changing Enforcement
- What if You Could Increase Your Retirement Income by 50% to 75%? Here's How
- Here's Why You Shouldn't Do an Estate Plan Without a Financial Planner
June 17th
- How Amazon Will Deliver Your Prime Day 2025 Orders — From Vans to Drones
- We Are Peter Lynch: How to Invest in What You Know
- Want To Retire at 60? See if You Can Answer These Five Questions
- Trump Tariffs and Taxes: Waiting to See What Happens Is Not a Strategy
- Is a Family Office Right for You? The Multimillion-Dollar Question
- This Is How a Lot of Law School Students Are Cheating
June 16th
- How the Federal Reserve Affects Mortgage Rates — and What It Means for Homebuyers in 2025
- Who Will Replace Jerome Powell as Fed Chair?
- The Hidden Cost That's Ruining Vacation Home Dreams
- If You're Ignoring Private Markets, You're Missing Most of the Action
- Three Ways Women Can Keep Caregiving From Draining Them Financially
June 15th
- Summer Backyard Ideas With Added Tax Benefits for 2025
- From Broadway to Broadview: Jane Alexander's Unique Retirement Choice
- Retire in Malaysia for Affordable Luxury
- How Our Favorite ETFs Are Performing Amid Market Volatility
- I'm a Financial Professional: This Is the Roth Conversion Mistake Too Many People Make
- The Overlooked Generation: An Expert's Guide to How Gen X Can Finally Get Ahead
- Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?
June 14th
- The 'First Year of Retirement' Rule
- My First $1 Million: Retired International Finance Director, 68, Atlanta
- Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy
- Are You Ready for the Emotional Side of Retirement?
June 13th
- Student Loan Delinquencies Are Hurting Credit Scores — Even for Parents and Grandparents
- Zoe Financial Review: Finding and Working with a Financial Adviser Made Easy
- Trump Tariffs Make 2025 Father’s Day Gifts Pricier: What to Know
- Ask the Editor, June 13: Questions on Home Sales and Taxes
- Is It Worth Getting a Business Bank Account for Your Small Business?
- Seven Financial Tools You Need to Manage Your Small Business
- RV Living or Vacation Home? What's Best for Your Retirement?
- Four Ways to Help Prevent a Market Downturn From Scrambling Your Nest Egg
- Is Your Home Disaster-Ready? An Insurance Expert's Guide to Preparing for Storms and Fires
June 12th
- 5 Low-Cost Ways to Protect Against Identity Theft
- I Don't Need Social Security. Should I Skip Benefits and Save Them for People Who Do?
- Coverdell ESAs vs. 529 Plans: Which Should You Choose?
- Beyond 401(k)s: How Millennials Are Ditching Gen X Retirement Strategies. Will It Pay Off?
- A Financial Adviser's Defense of Annuities: They're Just Misunderstood
- Diversification: An Investment Adviser's Guide to Why You Need It and How to Achieve It
- How My Dad Taught Me the Compounding Returns of Fatherhood
June 11th
- Is Your Will 'Fair'? Estate Planning Is About More Than Money
- The Average Retirement Savings by Age
- Financial Professional's Key to Peace of Mind in Retirement: Income Planning
- Don't Let a Market Crash Crush Your Retirement
June 10th
- The Best Covered-Call ETFs to Buy
- Do You Need a Family Office? Four Signs for the Very Wealthy
- Wealth Advisers: In Estate Planning, the End Is Just the Beginning
- Stood Up by a Radio Show: But Was It a Breach of Contract?
June 9th
- What Trump’s 'Big Beautiful Bill' Means for Your Utility Bills
- What Boomers and Gen Xers Can Learn from Younger Colleagues
- Over 50 and Still Paying Student Loans? Here's Some Help
- Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)
- The Six Pros This Adviser Says You Need to Sell Your Business
June 8th
- Ten Cheapest Places to Live in Texas
- AI Is Missing the Wisdom of Older Adults
- The Three C's to Financial Success: A Financial Planner's Guide to Build Wealth
- A Financial Adviser's Guide to Solving Your Retirement Puzzle: Five Key Pieces
June 7th
- Baby Boomers vs Gen X: Who Spends More?
- Retire in Finland and Live the Nordic Dream
- You're Close to Retirement and Cashed Out: How Do You Get Back In?
- After the Disaster: An Expert's Guide to Deciding Whether to Rebuild or Relocate
- A Financial Expert's Tips for Lending Money to Family and Friends
June 6th
- Ask the Editor, June 6: Questions on Hobby Losses, Medicare
- Alaska Airlines Charts First Non-Stop Transatlantic Route: Seattle to Rome
- Should You Ditch Your Medicare Advantage Plan? Most People Do
- The 401(k) Mistake That Could Cost You Millions in Retirement Savings
- What the HECM? Combine It With a QLAC and See What Happens
- 721 UPREIT DSTs: Real Estate Investing Expert Explores the Hidden Risks
- I'm an Insurance Expert: Yes, You Need Life Insurance Even if the Kids Are Grown and the House Is Paid Off
June 5th
- Seven Rules Frequent Flyers Swear By
- I'm 60 With a $4.2 Million Nest Egg. Can I Stop Saving and Start Spending Until I Retire at 65?
- These Jobs Reduce Your Alzheimer's Risk: How You Can Benefit
- My Professional Advice: When It Comes to Money, You Do You
- Direct Indexing Expert Explains How It Can Be a Smarter Way to Invest
June 4th
- Five Smart Moves for Retirement Health Care: Maximize Your HSA and Medigap Savings
- Your Estate Plan Needs an Advance Directive for Dementia
- Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances
- When Downsizing, Does a Continuing Care Retirement Community Make Sense?
- Fortune Favors the Gold: Expert Highlights a Little-Known Game-Changing Investing Strategy
June 3rd
- The Pros and Cons of Moving in with Your Adult Child
- Stress Test Your Retirement Plan: Because Life Happens
- An Expert's Guide to the Estate Planning Documents Everyone Needs
- Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser
- The High Price of Skipping Workers' Comp Insurance
June 2nd
- Four things you can do today to up your financial preparedness
- Will RMDs Ruin the 4% Rule for You?
- Watch Out for Annuity Surrender Charges: How to Avoid Them
- The Snake Bite Effect: How Fear Can Cost Investors Dearly
June 1st
- Superager Secrets: Keep Your Mind Sharp Past Age 80
- I'm a Wealth Manager: This Is How to Reduce One of the Biggest Risks to Your Retirement
- Ditch the Fear: A Guide to Embracing Retirement Preparedness
- Jet Set on a Budget: Expert Advice for Summer Travel
- 5 Best Fidelity ETFs to Buy Now