Feature Archive | September 2025

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September 30th
- Turn These Three Retirement Downsides Into Upsides
- Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?
- New Tax Rules: Income the IRS Won’t Touch in 2025
- Three Popular Tax Breaks Are Gone for Good in 2026
- If You'd Put $1,000 Into Bank of America Stock 20 Years Ago, Here's What You'd Have Today
- How to Master 'The Art of Spending Money'
- 30 Retirement Road Trip Destinations for Foodies
- Are Preferred Stocks Right For You?
- Dealing With a Bad HOA Board? This Book Could Be Your Battle Plan
- Advisers Face a Fiduciary Challenge When Discussing Alternatives to Trump Accounts
- Financial Advisers: Here's How to Help Soon-to-Be Married Clients Get Their Financial House in Order
- It's Not Too Late for Wealth Advisers to Participate in the Silver Tsunami
September 29th
- FAFSA Advice for 2025
- If You'd Put $1,000 Into Oracle Stock 20 Years Ago, Here's What You'd Have Today
- Five Ways to Cash In On the $6,000 'Senior Bonus' Deduction
- Are AI Search Results Ghosting Your LinkedIn Posts? This Could Be Why
September 28th
- Quiz: The Secrets to Aging Well: How Savvy Are You?
- Sleep 'Outside' Without Back Pain: Five Glamping Resorts for Luxury and Nature
- The '100% Overwhelming' Decision: What Do You Do About Medigap?
- Student Loan Shake-Up: What the OBBB Means for Parent PLUS Borrowers, From a Financial Aid Expert
- Boomer Retirement Reality Check: The Numbers Look Bleak, But Here's What You Can Do About That
- Should You Be an Active or Passive Investor? A Financial Adviser Breaks It All Down
September 27th
- The Rule of the Shrinking Dollar in Retirement
- Retiring in Florida? What It's Really Like to Live in Its Most Talked-About Retirement Spot
- My First $1 Million: Health Care CFO, 52, Pacific Northwest
- I'm a Financial Adviser: Don't Believe These Five Myths About Annuities
- I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune
September 26th
- Quiz: Coast, Barista, Lean or Fat? Which FIRE Retire Early Style Is Right For You?
- The $2.5 Billion Amazon Settlement: Key Dates, Claim Eligibility and More
- The 10 Best Travel Hacks Every Active Retiree Should Know
- Ask the Editor, September 26: Tax Questions on the New Tips Deduction
- How to Add Your Favorite News Sources to Google Top Stories
- Home Equity in Retirement: Should You Sell, Borrow or Rent?
- Foldable Phones: Are They the Future or Just a Passing Trend?
- Three Striking Ways the 'Big Beautiful Bill' Affects Nursing Homes
- A Financial Adviser's Guide to Divorce Negotiations: Civil — or Not
- Kiplinger Weekly Quiz: What's Happening With Stimulus Checks
- One Family's 529 Journey: A Guide to Smart College Savings, From a Parent Who's Also a Financial Professional
September 25th
- Tax Brackets 2025 Quiz: How Much Do You Know?
- Is Lifestyle Creep Hurting Your Retirement?
- Alternatives to the Rule of 72
- I Have $150,000 That I Don’t Need Anytime Soon, but I Don’t Want To Put It in the Market. What Should I Do?
- Surprising Foods to Enjoy and Avoid to Live Longer
- The October 15 Tax Deadline Is Coming: A Tax Attorney Highlights What You Need to Know
- Three Strategies to Take Advantage of OBBB Changes, From a Financial Planning Pro
September 24th
- Three Out-Of-The-Box Retirement Moves the Wealthy Swear by
- How to Invest for Rising Data Integrity Risk
- I'm a 76-Year-Old Widow and My Son Is Pushing Me Into Assisted Living. How Do I Convince Him I'm Fine Living on My Own?
- I Hear REITs Are One of the Best Ways To Get Income From Investing, Especially in Retirement. Should I Buy Them?
- A Nasty Surprise Awaits Snowbirds: Thousands in Unexpected Bills
- I'm a CFP: Here's What You Should Do if Your Financial Adviser's Firm Gets Acquired
- ABLE Accounts: A Special Needs Consultant Breaks Down Common Myths
September 23rd
- Quiz: Test Your Knowledge of Gray Divorce, Annulments and the Ted Lasso Effect on Retirement Planning
- Get the Adviser Intel Newsletter
- Retirees Face a Growing Capital Gains Tax Trap: What's Next?
- Want To Retire at 55, 60, 62, 65, 67 or 70? Ask Yourself These Questions First
- Your Medicare Costs Are Set to Soar: What to Expect Over the Next Decade
- How Different Generations Invest and What They Can Teach You
- What One Widow's Ordeal Teaches Us About Marriage and Money
- Are You Getting a Gray Divorce? These Six Financial Strategies Come From a Financial Planner
- 529 Plans: Frequently Asked Questions
- Establishing a cash reserve: How much should you have?
- 8 ways to potentially lower your taxes
- Debunking 6 Social Security retirement myths
September 22nd
- The COLA Challenge: Test Your Knowledge of Social Security
- How to Navigate Your Finances After Losing Your Spouse: Thoughts From a Financial Planner
- The Tax Trap Snares Many Business Owners: A Financial Pro's Guide to 11 Strategies You May Be Missing
September 21st
- Seven Gorgeous Train Trips to Enjoy Fall Foliage
- I'm 63 With an Aging House That Needs Repairs, but I Might Move to a Retirement Community In a Few Years. Is It Worth Making Those Fixes?
- The 'Ted Lasso' Effect: A Positive Outlook Really Can Strengthen Your Retirement Plan
- Your Golden Years Just Got a Tax Break, But There's a Catch
September 20th
- The Five Best Cruise Lines for Retirees
- My First $1 Million: Oil and Gas Retiree, 67, Round Rock, Texas
- The Rule of Self-Reliance — a Retirement Rule
- I'm a Retirement Coach: Eight Surprising Signs You're Ready to Retire
- 'Work Forever' Is Not a Retirement Plan: What Needs to Change for Gen Z, From a Financial Pro
September 19th
- Kiplinger Weekly Quiz — What's Happening to Paper Checks?
- I'm 55 With 10 Years Until Retirement, and I've Made $2 Million on Nvidia Stock. What Do I Do with It Now?
- Why Jerry Quit Ben & Jerry's: Five Signs It Might Be Time for You to Do the Same
- Ask the Editor, September 19: Tax Questions on Expiring Home Energy Tax Credits
- The Best Bank Stocks to Buy
- Should You Try Tai Chi for Healthy Aging?
- Seven Essential Health Tips Every Traveling Retiree Needs to Know
- I'm a Financial Planner: These Three Things Are Missing From Almost Every Financial 'Plan' I See
- Is the One Big Beautiful Bill Really All That Great for Your Retirement?
September 18th
- Falling Interest Rates: What They Mean for Homeowners, Savers and Investors
- Average Spending by Age for Those 55 and Up: Are You Thrifty?
- I’m Not Worried About Saving for Retirement; I’ll Just Work Forever. What Can Go Wrong?
- Your State Wants to Help You Save for Retirement. Here's How
- Wages Aren't Keeping Up With Inflation: A Financial Adviser's Tips to Bridge the Gap
- New Rules, New Opportunities for Student Loans: An Expert Guide to Preparing for What's Next
September 17th
- Savings Goal Calculator
- 5 Top Tech Disruptors to Watch
- The Seven Best-Paying Side Gigs For Retirees
- I'm 51 and My Portfolio Is Up. I'm Planning to Retire at 60 and Want to Start Moving out of Stocks. Is That Smart?
- Gray Divorce Can Throw Your Retirement a Curveball: What to Know
- I'm a Real Estate Investing Expert: Optional 721 UPREIT DSTs Can Be the Best of Both Worlds
September 16th
- Quiz: Test Your Knowledge of the OBBB, Wealth Transfer and Early Retirement
- Quiz: Do You Know What Medicare Gives You for Free?
- 5 Multibagger Stocks With Amazing Returns in 2025
- Investing Freebies: Perks You Get for Owning These Stocks
- Choose a Beneficiary for Your Estate Plan: It's Not 'Duck, Duck, Goose'
- How an Expired Passport Thwarted Blackmail (and What Other Important Documents You Should Keep)
- Optimize, Grow, Retain: The Power of Annual Client Reviews
- I'm a Real Estate Investing Pro: This Is What Investors Should Know About Truck Stop Investments
September 15th
- Confused About the New COVID Vaccine and Medicare? What You Need to Know
- The Most Popular Apps for Retirement Planning in 2025
- Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms
- This Is How Life Insurance Can Fund Your Dreams Now
September 14th
- The Most Tax-Friendly States for Investing in 2025 (Hint: There Are Two)
- Want To Retire at 55? See If You Can Answer These Five Questions
- I'm 57 With $4.1 Million and Plan to Retire Abroad in a Few Years. Can I Stop Contributing to My 401(k)?
- Potential Trouble for Retirees: A Wealth Adviser's Guide to the OBBB's Impact on Retirement
- One Small Step for Your Money, One Giant Leap for Retirement
- This Is What You Really Need to Know About Medicare, From a Financial Expert
September 13th
- The 'Me-First' Rule of Retirement Spending
- How to Plan Your First International Trip After Retirement
- My First $1 Million: Retired Magazine Editor, 70, Boise, Idaho
- I'm a Financial Planner: Could Partial Retirement Be the Right Move for You?
- From Mortgages to Taxes to Estates: How to Prepare for Falling Interest Rates
- This Is How Lottery Winners Build Lasting Legacies, From a Financial Professional
September 12th
- Quiz: How Well Do You Know the Fed?
- Ask the Editor, September 12: Tax Questions on 529 Plan Rollovers to a Roth IRA
- Kiplinger News Quiz, Sept 12 — What is the Taylor Swift Tax?
- Back to Golf School — for Adults and Retirees
- I'm an Investment Strategist: This Is How the Fed's Next Rate Move Could Impact Your Wallet
- I'm a Retirement Planner: These Are Three Common Tax Mistakes You Could Be Making With Your Investments
- Want to Shave 10 Hours Off Your Workweek? A Startup Expert Shows How AI Can Help
September 11th
- Seven Surprising Reasons Retirees Are Going Back to Work
- US Increasing ESTA Fee to Nearly Double Starting in September
- Flight Refunds Could Soon Be Harder to Get
- The Final Countdown for Retirees with Investment Income
- Kickstart Your 2026 Retirement Plan Now
- Four Clever and Tax-Efficient Ways to Ditch Concentrated Stock Holdings, From a Financial Planner
- Beyond Banking: How Credit Unions Serve Their Communities
September 10th
- Don't Toss It! Why Your Medicare Annual Notice of Change Matters
- Quiz: How Much Do You Know About Social Security Basics?
- Standard Deduction 2025 Quiz: How Much Do You Really Know?
- What Your Portfolio Says About You – and Your Relationship with Risk
- I'm 65 and My Property Taxes and Insurance Keep Going Up. How Can I Afford My House in Five Years?
- Answers to Every Early Retiree's Questions This Year, From a Wealth Adviser
- The Risks of Forced DST-to-UPREIT Conversions, From a Real Estate Expert
September 9th
- The power and flexibility of 529 savings plans
- Boost Your Retirement Savings in Your 50s with These Six Moves
- 7 Emotional Habits to Avoid If You Want Financial Success
- Quiz: Test Your Knowledge of Retirement Accounts, Charitable Giving and Taxes
- The 'Nothing Ever Happens' Market: How Stocks React (Or Don't) to Geopolitical Events
- Protect Your Heart: The Surprising Power of this Simple Treatment
- I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It
- Want to Advance on the Job? Showing Some Courtesy and Appreciation Could Help
- Structured Installment Sales: a Tax-Efficient Way to Sell a Business or Real Estate
September 8th
- How Five Retirees Turned Their Passion into a Business
- From Job Loss to Free Agent: A Financial Professional's Transition Playbook (and Pep Talk)
- A Financial Planner's Top Five Items to Prioritize When Your Spouse Is Ill
- Financial Flashback: How Smart Planners Weathered the 2008 Recession
September 7th
- 21 Last-Minute Gifts for Grandparents Day 2025 to Give Right Now
- 'Rich' Tricks to Volunteer and Donate in Retirement
- I Waited to Claim Social Security and Never Got Around to Filing By My 70th Birthday. Did I Goof?
- An Expert Guide to Outsmarting Inflation: Don't Let It Restrict Your Retirement
- Your 401(k) Options Just Got More Complicated: Here's What You Need to Know
- Use Your Next Vacation to Explore Your Roots
- One Big Beautiful Bill, One Big Question: Will We Keep Giving?
September 6th
- The 'Vinyl Rule' of Retirement: Plan for Two Sides in Your Next Act
- Five Destinations for Active and Chill Travelers Alike
- My First $1 Million: Federal Civil Servant and Analyst, 55, Hawaii
- I'm a Financial Planner: Here Are Five Phases of Retirement Planning You Have to Get Right
- An IRS Enrolled Agent's Top 10 Reasons to Stop Doing Your Own Taxes
September 5th
- Medicare Prior Authorization Expands to Ambulatory Surgical Centers
- Frontier’s GoWild! Annual Flight Pass: Is the $299 All‑You‑Can‑Fly Deal Worth It?
- Seven Guilt-Free Ways to Spend Your Retirement Cash
- Kiplinger News Quiz, September 5, 2025
- What Dave Ramsey and Caleb Hammer Taught Me About Handling Money
- Ask the Editor, September 5: Tax Questions on SALT Deduction
- Greed, Fear and Market Volatility: A Financial Adviser's Guide to Keeping Emotions Out of Investment Decisions
- Want a Financial Adviser Who Shares Your Faith? Look for One With a CKA Designation
September 4th
- New $6,000 'Senior Bonus' Deduction: What It Means for Taxpayers Age 65-Plus
- Claiming the Standard Deduction? Here Are 10 Tax Breaks For Middle-Class Families in 2025
- How Your Social Security Check Changes at Ages 62, 65, 66, 67 and 70
- Help! My Car Was Totaled. Should I Repair and Keep Driving It or Buy a New One?
- SPACs, SMRs and How to Invest in the Nuclear Insurgency
- Is a 'Working Retirement' the Key to Happiness for Men?
- 10 Ways to Stay Safe From Grandparent Scams and Other Fraud, Courtesy of a Financial Planner
- This Is How the Student Loan Bubble Is Primed to Pop, From a Student Funding Expert
September 3rd
- Klarna IPO: Should You Buy KLAR Stock?
- Over Age 65? New $6,000 'Senior Bonus' Deduction Is Available Even If You Itemize
- Seven Mistakes to Avoid When You First Start Investing
- I'm 58 and Just Sold Some Stock to Lock in Gains. I Made a Killing, But I'll Have a Big Tax Bill. What's My Next Move?
- More Than Money: The Hidden Toll of Financial Abuse of Older Adults
- I'm a Financial Planner: Here Are Three High-Impact Ways to Make a Difference With Your Dollars
September 2nd
- If You'd Put $1,000 Into Sherwin-Williams Stock 20 Years Ago, Here's What You'd Have Today
- Where is the Foreign Dividend Boom Headed?
- Solo vs Group Travel: What's Best for Retirees?
- Five Wealth-Building Moves You Can Make in Retirement
- The Unsung Hero of Aisle 5: A Tale of Forgotten Change and Compassion at the Supermarket
- Train, Integrate, Retain: A Strategic Playbook for Adviser Onboardings
September 1st
- Why Is My First Medicare Bill So High?
- 11 Unforgettable Road Trips to Take in Retirement
- I'm a Financial Professional: Here Are Four Ways You Can Use Debt to Build Wealth
- Five Key Wake-Up Calls for Ambitious Business Owners, From a Biz Specialist
- Separating Signal from Noise