Feature Archive | March 2026

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March 31st
- How the T-Mobile Visa Helps You Save On Your Next Trip
- How This Rewards Card Turns Everyday Spending Into Wireless Savings
- The IRMAA Income Trap Quiz: What Really Counts?
- Why Turning 60 is a Good Time to Start a New Career (It’s Not Just About the Money)
- 6 Ways to Make the Most of Your 2026 Tax Refund
- We Are 63 With $5.7 Million. My Wife Wants to Buy Long-Term Care Insurance, but I Want to Self-Insure. Who Is Right?
- What the Oil Market Is Telling Us Right Now About Energy and Gas Prices
- When Life Gives You Lemons, Don't Rush to Make Lemonade — or Financial Decisions
- When Paying for Financial Advice, Think Like Warren Buffett: Price Is What You Pay. Value Is What You Get
- Your Retirement Needs a Sketchbook, Not Just a Spreadsheet: This Book Focuses on Your Life Goals Rather Than the Math
- Why Prediction Markets and Sports Betting Aren't Investing
March 30th
- Why Your Medicare Premiums Are $200 Higher Than They Should Be
- If You'd Put $1,000 Into Ford Stock 20 Years Ago, Here's What You'd Have Today
- The Best Savings Accounts for Retirees to Maximize Your Cash
- The Two-Lifetime Challenge: How to Fund Your Retirement and Theirs
- Like Baking a Cake, Plan Your Retirement With Core Ingredients, But Personalize the Frosting
- High School Can Be a Pathway to Financial Wellness: Here's How to Get More Kids on It
- Why Venture Investing Could Be a Win-Win for Family Offices
March 29th
- When a Home Upgrade Becomes a Lifestyle Creep Trap
- What Booking's Massive 25-for-1 Stock Split Means for Investors
- I'm Treating My Kids and Grandkids to a Greek Cruise, But My Son Can't Go. Do I Owe Him a Check to Keep Things Fair?
- Is There an Ideal Age for Your Children to Inherit? A Retirement Planner Weighs In
- Are You Getting Vague Advice About Roth Conversions?
- Gen Z's Biggest Money Mistakes (Plus, Small Wins That Fix Them)
March 28th
- If You'd Put $1,000 Into Costco Stock 20 Years Ago, Here's What You'd Have Today
- Florida Tax Trade-Off: Why 0% Income Tax Doesn’t Always Mean a Cheaper Retirement in 2026
- The Best Luxury Food and Wine Tours in 2026
- My First $1 Million: Retired Airline Pilot, 63, Atlanta
- When Spring Cleaning Your Finances, Don't Forget to Look in These 5 Corners
- The Retirement Risk No One Likes to Talk About: You, Still Here
- Is Your IRA Rollover Stuck in Neutral? This Simple Mistake Can Cost You a Lot of Money
March 27th
- Financial Flashback: How Smart Planners Weathered the 2008 Recession
- Quiz: How Well Do You Know the New Child Tax Credit?
- Ask the Editor, March 27: Questions on the Tax Filing Season
- The Goods That Get More Expensive as Oil Prices Rise
- Hybrid Funds Offer Growth and Cash Flow in Retirement
- 'We Have Food at Home': The 'Midwestern Millionaire' Mentality That's Built a Fortune
- For Some, Betting Apps Have Transformed the Fun of March Madness Into Unfun March Mayhem: How to Cope if This Is You
- I'm a Wealth Adviser: This Social Security Claiming Mistake Can Hurt Women the Most
- I'm a Health Care Adviser: This Is the Long-Term Care Gap Women in Their 50s Can't Afford to Neglect
March 26th
- The $6K Senior Deduction: How 2026 Savings Vary by Income Level
- Can AI Plan a College Tour Road Trip? I Bet My Ex-Husband It Could — Here’s What Happened.
- AI is Making Your Local Financial Institution More Human, Not Less
- 3 Options for Setting Up Your Retirement Paycheck: Choose the One That Suits You
- The Secret to a Seamless Business Handover: Combined Estate and Succession Planning
March 25th
- The Hidden Cost Driving Higher Electric Bills and Shorter Appliance Lifespans
- Our Children Want Us to Take Care of the Grandkids This Summer at Our Lake House. How Do We Say No?
- All That Glitters Is Usually Taxable: Gold and Silver Tax Rules
- Your 401(k) Is Sitting Pretty Right Now: It Could Be Time to Rethink Your Strategy
- Will Environmental Hazards Make a Mess of Your Estate Plan?
- When Starting a Business, the End Is a Very Good Place to Start
March 24th
- QUIZ: Are You Ready To Retire at 70?
- 5 Alternative Investments to Incorporate Into Your Portfolio
- Regret Your Move to Medicare Advantage? Two 'Safety Nets' Can Help: But Act Fast
- Think You're Too Busy to Do an Estate Plan? In 3 Hours (Seriously), You Could Save Your Heirs Months (or Years) of Stress and Heartache
- 3 Ways I'm Teaching My Kids Healthy Investing Behaviors
- Will a Financial Professional Always Act in Your Best Interests? 1 Question Will Tell You — and It's Not 'Are You a Fiduciary?'
March 23rd
- Quiz: Can You Hit 'Reset' on Your Social Security Check?
- Beyond the 183-Day Rule: How to Protect Your Retirement Wealth After Moving to a Cheaper State
- What Is Your Collection Worth? How to Value and Protect Your Assets
- I'm an Investment Pro: This Is Why Gold Isn't Shining Right Now (Plus, an Alternative That Is)
- Is Your Portfolio Missing This Key Ingredient?
- Why High-Net-Worth Families Need a Financial Quarterback to Protect Their Wealth
March 22nd
- Pershing Square IPO: Should You Buy the PSUS IPO?
- I’m Ready to Retire in Europe Now. My Wife Thinks It’s Too Risky. Who’s Right?
- Retirement Is an Endless Game (and That's Actually the Good News)
- Retiring in the Next 12 Months? Answer These 3 Questions Before Your Paycheck Stops
- A Market Crash Isn't Your Greatest Retirement Risk: The Real Threat Lies Closer to Home
- 4 Smart Ways to Use Your Tax Return for Financial Planning
March 21st
- Death and Taxes: A Famous Quotes Quiz to Take a Break From Tax Season
- The Best Week to Sell Your Home in 2026 Could Boost Your Price
- My First $1 Million: Information Tech Engineer, 54, Nashville
- The Simple Legal Document Families Need to Protect Their Kids (But Don't Know About)
- A Rare Moment in Family Tax Planning Has Arrived: 3 Ways to Seize It
- Death, Divorce or a Sudden 'We're Done': This Is How Women Can Prepare for Possibilities, From a Financial Planner
March 20th
- Ask the Editor, March 20: Questions on Tax Changes for 2026
- Jumbo CD vs High-Yield Savings: Which is the Best Place to Store $100k?
- Tax Changes That Could Lower Your 2025 and 2026 Bills
- Used EV Prices Are Falling — Here's How They Compare to Gas Cars Now
- 6 Ozzy Osbourne Lyrics Retirees Should Live By
- Suddenly, Everyone Is a 'Founder' on LinkedIn: Should You Join Them?
- Markets Will Always Be Volatile: Your Retirement Doesn't Have to Be
- When Family Emergencies Strike, Advisers Can Provide Something Clients Need Even More Than Financial Advice
- Build Relationships, Build Your Brand, Build Your Business
March 19th
- Paramount+ Slashes Prices — Should You Upgrade to Premium?
- QUIZ: Are You Ready To Retire at 67?
- 10 States With the Highest Gas Tax in 2026 and How Much You're Paying Per Gallon
- The IRS Says It's Going to Levy My Bank Account for Taxes My Partner and I Owe, but I Didn't Even Know About the Debt. What Can I Do?
- What All Investors Should Know About The Life Cycle of a Bond
- You Bought an EV and the Company Failed. Now What?
- I'm a CPA: This Is the High Earner's Guide to Winning Your 2026 Tax Season
- With Your Investments, Think Location, Location, Location
- Setting Up a Business Abroad? 6 Mistakes to Avoid, From a Singapore-Based Financial Planner
March 18th
- We're 67 With $3.1 Million. My Husband Loves His Part-Time Work, but It's Holding Us Back From Traveling in Retirement.
- Unlock Housing Wealth and Tax Benefits by Adding Lifetime Annuities to Your Retirement Plan
- Why Are Your Tax Dollars Not Maintaining the Infrastructure We Have?
- I'm an Investment Expert: These 5 Steps Can Help You Keep Your Head When Market Volatility Causes Others to Lose Theirs
March 17th
- People Are Using AI to Find Bigger Tax Refunds: Here’s What the IRS Says
- 5 Reasons Your Tax Refund Might Be Delayed and How to Fix It
- We're Retired With $4.6 Million. My Wife Chose Our Medicare Advantage Plan for the $0 Premium, But I Want Original Medicare’s Freedom. Is It Too Late?
- 4 Ways to Make Debt Your Friend Instead of Your Frenemy
- If You Can't Build It, They Can't Come: Why the Housing Crisis Affects All of Us
- Snail Mail vs Email Fail: How E-Billing Has Led to Missed Payments and Fraud Risks (What Can You Do?)
March 16th
- The '1% More' Rule For Your 30s and 40s
- War in Iran Threatens Higher Fuel Prices, Renewed Inflation
- Adviser, Broker or Insurance Agent: Which Should You Trust With Your Money?
- Employee Misuse of AI Can Expose Your Business to Civil Liability: Here's How to Help Prevent That
March 15th
- I Want to Travel, My Wife Wants to Donate 10% of Our Income: Can Our Retirement Budget Survive Both?
- Going Back to School at 60? The Lifelong Learning Secret for Retirees
- Do You Believe You Can't Retire? You Need to Read This
- Per Stirpes vs Per Capita: The Beneficiary Rules Most Families Have Never Heard Of
- I'm a Financial Planner: Here's My Survival Guide for the Sandwich Generation
- Approaching Retirement? You May Be Taking More Risk Than You Think
- Are You a Woman Who's Playing It Too Safe? A Financial Empowerment Expert Explains Why That Can Really Hurt You
March 14th
- Quiz: Are You Making These Costly Tax Mistakes?
- We'll Soon Be Able to Buy and Sell Stocks 24/7, but Should We?
- Can You Afford Retirement in Greece? 3 Tax Benefits Make It Possible
- Vintage Stereos: How I Get That 1970s Look and Sound With 2026 Connectivity
- Gas Prices Are Rising Fastest in These States
- My First $1 Million: Film/TV Production Accountant, 58, Florida
- Retirement Is Like Climbing Mount Everest: Don't Confuse the Goal With the Mission
- Claiming Social Security: 7 Tools and Rules for DIY Investors
- Inherited Money or Property? What You Need to Know Before Filing Your Taxes
- Tired of Tracking Every Dollar You Spend? You Need an Anti-Budget
- The Best Money Advice Mom and Dad Gave These Experts
March 13th
- QUIZ: Are You Ready To Retire at 65?
- Ask the Editor, March 13: Questions on Medicare Premiums and IRMAA
- Modern Scams are Getting Harder to Spot. Here's What to Do
- The Secret to Reducing Lifetime Taxes for Retirees in the 2% Club, From a Financial Planner
- 5 Simple Steps to Financial Power for Every Woman, From a Financial Planner
- This Is How the 'Brady Bunch' Safety Net (aka a QTIP Trust) Protects Your Kids' Inheritance
- Hitting Tax Deadlines Is Smart, and Year-Round Tax Planning Is Even Smarter
- The Best Family Finance Advice of All Time
March 12th
- 65 or Older? 5 Tax Strategies to Protect Your Retirement Income
- These 3 States Might End Property Taxes: What Homeowners Should Know
- Is Costco Still Worth It After Your Kids Move Out?
- We're Retired with $1.5 Million, but My Wife Won’t Stop Shopping. Am I Being Cheap, or Are We Going Broke?
- 5 Tax-Efficient ETFs to Diversify Your Portfolio
- Is That Really Your Grandkid Calling, or an AI Scam Trying to Rip You Off? 3 Tips to Protect Your Money
- You May Still Be Able to Defer Your 2025 Capital Gains
- Longevity Disrupts Asset Allocation Rules: Here's How to Think About the Right Stock-Bond Split for You
- 5 Ways to Help Sort the Best From the Rest When Hiring a Financial Adviser
- How Alternative Assets Are Reshaping the IRA: The Rise of Self-Directed Retirement Investing
- The Best Retirement Advice of All Time
March 11th
- Investing Scams: How to Protect Yourself and Your Money
- We're 62 and Plan to Sell Our $1.2 Million House to Retire, but Our Daughter and Grandkids Live With Us. My Wife Says We Should Stay. I'm Ready to Ask Them to Move.
- What I Didn't Know About Health Care FSAs Could Have Cost Me: Don't Make the Mistake I Almost Made
- 6 Financial Questions Every Woman Should Ask in Her 30s
- Managing the Financial Dominoes of Special Needs Planning: A Practical Guide for Long-Term Security
- 5 Years Until Retirement? Here Are 5 Investing Rules to Follow
- The Best Saving and Investing Advice of All Time
- Why Flat Fees for Financial Advice Work When They're Tied to Value Rather Than Portfolio Growth
March 10th
- I Spent an Afternoon with Neuroscientists and Artists — Here Is the No. 1 Health Habit I’m Taking Home
- Quiz: Do You Know Essential Estate Planning Terms?
- Crash for Cash: The Sneaky Scams Driving Up Every Driver's Insurance Bill
- Are You Behind on Retirement Savings? How Much You Need at 50, 55, 60 and 65
- Obsessed With Rate Moves? This Financial CEO Explains How to Focus Less on the Fed
- Does the Market Feel Like We Do? It Does Not, and This Is Why That Matters (Another Lesson From the School of Rock)
- What Can You Do When Your Neighbor's Tree Is a Danger to the Neighborhood?
- The Best Money Advice of All Time
- How Green and Sustainable Bonds Can Help Your Portfolio and the Planet
March 9th
- Not Even Death Can Cheat the IRS: Lessons From a Massachusetts Estate
- I'm a Financial Strategist: This Is Why After-Tax Returns Are the Only Returns That Matter
- 3 Financial Hurdles Coming Up for Women: How to Overcome Them, From a Financial Planner
- Winning an Exit: What Business Owners Can Learn from Meta's Billion-Dollar Manus Deal
- How to Prevent AI-Generated 'Workslop' From Destroying Your Workplace Relationships
- 5 New Retirement Rules Taking Effect in 2026: What's Different for Your Money
March 8th
- We're 54 With $1.8 Million. My Wife Wants to Start a College Fund for Our Grandson, but I Think We Should Keep Funding Our Retirement.
- Are Annuities Safe?
- Nearing Retirement? Why 'Refirement' Is a Better Philosophy
- 5 Smart Strategies to Create Your Retirement Paycheck Without the Stress, From a Financial Planner
- If You're in or Near Retirement, You Need to Know These 4 Recent Tax Changes
March 7th
- 10 Cheapest Places to Live in North Carolina
- Buying a Home This Year? 3 Moves to Make Before the Next Fed Meeting
- ‘Solo Agers’ Are Thriving on Their Own Terms
- My First $1 Million: Retired Physician, 52, Chicago
- 5 Legal 'Loopholes' the IRS Wishes You Didn't Know (Plus, How to Use Them This Tax Season and Beyond)
- Want to Quit the 9-to-5? This Financial Planner's 8-Point Checklist Can Get You There Faster
- Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up, From a Wealth Manager
- 5 Habits to Help Make Your Retirement Planning Highly Effective
March 6th
- QUIZ: Are You Ready To Retire at 60?
- Ask the Editor, March 6: Questions on the Senior Deduction and Tax Filing
- Walmart Is No Longer the Cheapest Grocery Store — Here's the Chain That Beat It
- The 30-Minute Subscription Audit That Could Save You Hundreds This Year
- Is Your Company Missing Out on This 35% Airline Points Rebate?
- Want to Give Your Kids a Financial Head Start? Why Your 401(k) Gift Could Be a Retirement Trap
- An Estate Planning Guide for Women: 5 Essential Moves to Prepare for When Life Happens
- Will Inheriting the Family Money Make You or Break You?
- Social Security Family Maximum Benefits: Are You Eligible and How Much Can You Receive?
- A Financial Planner's Guide to 4 Tools That Help Advisers Take Estate Planning to the Next Level
- Alternatives and Tax Season: Here's How to Prevent K-1 Chaos From Eroding Client Trust
March 5th
- 5 Dolly Parton Quotes Retirees Should Live By
- 3 Ways to Lower Your Child Care Costs in 2026
- California Retirement Tax 2026: Is the 'Social Security Shield' Enough?
- Women Are Strong Savers. So, Why Do Their Balances Often Lag Behind?
- The Average Retirement Withdrawal Rate by Age
- The To-Do That's Costing You: A Financial Professional Makes the Case for Delegating Your Investing Decisions
- The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser
- Are You Ready to Merge Finances With Your Significant Other? We Need to Talk
- 4 Strategies for Parents to Help the Class of 2026 in a Tight Job Market
March 4th
- The 5 Best Copper ETFs to Buy
- February Jobs Report Shows a Surprise Drop in Payrolls
- We're 65 With $3.9 Million. Should We Give Our Adult Children Their Inheritance Now to Pay for Daycare and Buy a Home?
- It's Time to Redefine Retirement for Retirees With $500,000 to $5 Million: Here's How
- 5 Mistakes to Avoid in Oil and Gas Investing (Plus, 6 Ways to Stay Focused)
- There's a New AI Bubble No One Is Talking About: What Companies Can Do to Keep Up
- Fee-Only Financial Advice: Do You Really Know What It Means?
- Longevity Advice for Women, According to an Expert
March 3rd
- Safe or Seizable?: The IRA & Bankruptcy Protection Quiz
- How to Turn a $1 Million Nest Egg Into a Lifetime Income Machine
- Risk-Averse But OK With More Risk Than a CD? These 2 Options Could Work for You
- How a Simple Clue Unlocked a Workplace Safety Crisis: All We Had to Do Was Listen
- How I Managed Decluttering My Paperwork After Retiring
March 2nd
- I'm a Retirement Editor: Here's the Investing Advice I Gave My Son
- Americans, Even With Higher Incomes, Are Feeling the Squeeze
- Are You Honest With Your Financial Adviser? Why Hiding the Truth Can Cost You
- How to Manage a Disagreement With Your Financial Adviser
- 5 Actions to Set Up Your Business With Your Exit in Mind, From a Wealth Adviser
March 1st
- Timeless Trips for Solo Travelers
- A Top Vanguard ETF Pick Outperforms on International Strength
- Is There Such a Thing As a Safe Stock? 17 Safe-Enough Ideas
- We're 64 With $4.3 Million. I Want to Retire Now and Pay for Health Insurance Until We Get Medicare. My Wife Says We Should Work. Who's Right?
- Missed Your RMD? 4 Ways to Avoid Doing That Again (and Skip the IRS Penalties), From a Financial Planner
- What Really Happens in the First 30 Days After Someone Dies (and Where Families Get Stuck)
- AI-Powered Investing in 2026: How Algorithms Will Shape Your Portfolio