Features Archive | May 2026

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May 31st
- Could Vibe Coding Put Your Retirement Portfolio at Risk?
- Should We Sell Our Arizona Rental to Fund Retirement — or Keep It? Wealth Wise Advises
- 5 Financial Planning Secrets of Millionaires
- 5 Years Until Retirement? Start Refining Your Income Plan Now
- Americans Need Help Saving for Retirement: Will the New IRA Program (and a $1,000 Contribution) Be Enough?
May 30th
- If You'd Put $1,000 Into Micron Stock 20 Years Ago, Here's What You'd Have Today
- 8 Ways to Treat Yourself After the Chaos of Maycember
- A Retirement Lesson From 'The Pitt'
- My First $1 Million: Retired Navy Officer, 63, Greenville, S.C.
- Did You Max Out Your 401(k)? Congratulations: Here's How Saving So Well Could Backfire
- I'm a Financial Planner: This Is How Your Kids' Low Tax Bracket Can Wipe Out Your Capital Gains
- I'm a Wealth Adviser: The Most Precious Gift You Can Leave Your Family Is an Organized Financial Life
- 10 Things You Should Not Keep in a Storage Unit
May 29th
- If You'd Put $1,000 Into Mastercard Stock 20 Years Ago, Here's What You'd Have Today
- Ask the Tax Editor, May 29: Will Congress Enact More Tax Changes?
- Should You Split Your Retirement Accounts Across Brokerages to Reduce Cyber Risk?
- This Might Be the Most Underrated Travel Card for Simplicity
- How to Help Prevent Taxes From Taking a Massive Bite Out of a Special Needs Trust
- Venture Capital Is Evolving: Here's the New Playbook for Startups and Investors
- Inside the Best-Run RIA Firms: This Is the One Thing They Do Differently (and What Every Business Can Learn From Them)
May 28th
- Protecting Your Noncitizen Spouse: The IRS Strategy for Cross-Border Couples
- Is $3.2 Million Enough to Retire in an Expensive College Town?
- Risk Management Is Moving Back to the Center of Portfolio Construction — and This Is How Advisers Are Doing It
- To Win HNW Clients, Consider an Unbundled Advisory Model That Delivers Objective Oversight
- 'Incentives Matter': 6 Valuable Lessons From Economics About Work and Retirement
May 27th
- Wall Street's 6 Top World Cup Stock Picks
- Got $5 Million Saved for Retirement? Here Are the Huge RMDs the IRS Makes You Take at Ages 73, 75, 80 and 85
- What to Know About Smartphone Insurance
- Retired With Self-Employment Income? Don't Miss This 'Above-the-Line' Tax Break
- 7 Times to Dip Into Your Roth IRA if You Have a Pension (and When to Leave It Alone)
- Death by a Thousand Subscription Hikes: As Everyday Costs Creep Higher, It Might Be Time for an Expense Reset
- The Good Times Are Rolling, But Have They Thrown Your Portfolio Out of Whack?
May 26th
- States With the Lowest Property Tax Bills Ranked by Affordability
- How Savvy Are You at Saving on Luxury Travel? Take Our Short Quiz
- How to Decide to Sell a Stock: A Master Guide
- Here’s What Retirement Is Really Like When Your Next-Door Neighbor Is a Data Center
- Personalized Medicine Could Be the Risk Management Strategy Your Retirement Plan Is Missing
- U.S. Business Leaders are Quietly Plotting Their Escape to Europe: How Will They Get There?
- The Unexpected Gift That Bladder Cancer Can Give a Marriage: A Follow-Up to a Previous Article That Received a Big (Emotional) Response
May 25th
- How to Cut the Cost of Pet Care
- How to Handle Money Together in a Second Marriage
- Projected 2027 IRMAA Brackets and Surcharges for Medicare Part B and D
- After I Was Dropped on a Mountain in Alaska, I Realized What's Missing From My Retirement Plan
- Are You Retiring Soon and Need Income? An Immediate Annuity May Sound Boring, But Hear Me Out
- The Midterms Offer a Unique Tax Planning Opportunity, But Most Retirees Miss It
- 5 European Countries Welcoming US Expats
- When the World Is Your Retirement Home
May 24th
- How to Run a Home Insurance Checkup
- 6 Family Vacations for Every Generation
- The Astounding Amount Parents are Spending on Kids' Sports
- Wealth Wise: Should We Downsize or Drain Our 401(k) to Pay Off Our Home?
- Our Annual Grandparents' Guide to Today's Pop Artists
- Inflation Is the New Fixed Expense in Retirement: 5 Things That Actually Work to Address It (and What Doesn't)
- I'm a Financial Planner: This Is the Crucial Tax Planning Difference That Can Help Save Your Retirement Nest Egg
- Our Taxpaying 'Golden Hour' Won't Last: These 4 Urgent Moves Can Help Insulate Your Wealth Before It's Too Late
May 23rd
- I Asked All My Service Providers to Lower My Bills. Here's What Happened
- I Loved My Italian Vacation: Here's How I Keep the Roman Glow Going Until the Next Trip
- Suddenly Inherited Money? The Critical Steps You Need to Take First
- My First $1 Million: Retired Business Owner, 69, Northern California
- TSA is Launching Gold+. Here's What That Means for Your Next Trip
- Is Your Financial Present Threatening Your Financial Future? 4 Blind Spots to Watch Out For
- Caring for Kids and Parents? 3 Steps to Help Fund That (and Save for Your Retirement), From a Financial Planner
- Feeling Hopeless About Your Credit Card Debt? Turn That Around in 7 Steps
May 22nd
- Ask the Tax Editor, May 22: Roth IRAs and the Five-Year Rule
- 3 Questions That Define Your Ideal Social Security Claiming Age
- I'm a Fund Manager: This Is What Investors Need to Know About the SpaceX IPO
- Inflation Isn't the Real Problem: Having No Plan to Account for It Is
- When Lower Interest Rates Make It Tougher to Save, Don't Stop — Just Switch Up the Game a Bit
- The Superhero You Hope Just Sits There: The Best Thing About Paying for Insurance Is Not Having to Call on It for Help
May 21st
- An Emergency Fund Is 'Not About Making Money' — Dave Ramsey's 9 Ways to Protect Your Retirement
- Here's How Your Favorite Stores Use Surveillance Data to Charge You More
- How to Retire at 62 and Build a Financial Bridge to a Maxed-Out Social Security Check at 70
- Millennials, Many of You Are Making These Common Money Mistakes (and You Won't Like the Consequences)
- The Research Is In: Your Adviser's Many Years of Experience Could Be Hiding a Proficiency Gap
- If You Want Your Employees to Embrace AI, You Need to Let Them Have a Say in How It's Used
May 20th
- Buying World Cup Tickets? Beware of These Scams
- Is Your 401(k) Rollover Truly Protected in an IRA? Take Our Quiz
- What the K-Shaped Economy Really Means
- When Spouses Clash on Retirement Age: Longevity Risk vs Early Retirement
- The Pros Outweigh the Cons of Investing in a 529
- Retirement Is Coming: This Is How to Conquer It, 'Game of Thrones' Style
- My Favorite Product Never Flies Off the Shelves, But It's Constantly Getting Pricier. Why Is That?
- I'm a Financial Planner: Here Are 3 Ways to Plan for the Soaring Cost of Long-Term Care
May 19th
- The 75% Safety Net: How All-Asset Retirement Planning Helps Reduce Your Investment Risks
- How to Avoid Getting Ripped Off by an Extended-Warranty Auto Contract
May 18th
- Medicare and Cruises: The 6-Hour Rule
- 'Blue Dot Fever' is Canceling Concerts. Is Your Favorite Artist Next?
- How Much Do You Know About Nvidia? Take Our Quiz to Find Out
- I'm a Financial Planner: My 2 Key Rules for Investing Work Even When the Markets Are in a Tizzy
- A 1031 Exchange May Look Great for You on Paper, But It's Not Just About Taxes
- I'm a Financial Planner: This Is Why a Sounding Board Is as Important as Hitting Your Savings Goal (And It's Never Too Late to Seek Guidance)
May 17th
- 10 Cheapest Places to Live in Georgia
- The Hidden Credit Report Crisis That Could Cost You Thousands
- Wealth Wise: Should We Borrow Money From Our Elderly Father?
- How to Help Your Adult Kids Without Hurting Your Retirement
- 3 Ways to Potentially Avoid Falling Into a Tax Trap in Retirement, From a Financial Adviser
- AI Could Derail Everything from Global Financial Systems to Online Privacy: Would You Be Vulnerable to an Attack?
- The Truth About 'Top Producers': What You Should Know Before You Choose a Financial Professional
May 16th
- The 'Take That Uncle Sam' Quiz: Are You Overpaying in Retirement?
- Chasing the Sun: How Savvy Retirees Are Affording the Two-Home Lifestyle Now
- 7 Investing Secrets to Maximize Your Wealth
- How to Avoid Overpaying for Flights in 2026 as Prices Keep Climbing
- My First $1 Million: Business Owner, 52, New Mexico
- 5 Things 50 Millionaires Wish They'd Known Before They Retired
- Is a Roth Conversion Just Not That Into You? Here's When It's a Perfect Match (and When It Isn't)
- The First 5 Years After a Salary Jump: How to Handle a Pay Raise Without Buying a Life You Can't Afford
May 15th
- 2027 Social Security COLA Forecast Surges Amid Spike in Inflation
- 3 Questions To Ask Before Unretiring So Your Dream Job Doesn’t Become a Nightmare
- Gift Ideas For Graduates That Are Actually Meaningful
- 7 Reasons Your Portfolio Needs More Than Just an S&P 500 ETF in 2026
- Ask the Tax Editor, May 15: Deductions for Self-Employed Retirees
- The $9 Trillion Shift: Why Your Retirement is Less Safe in an IRA and How to Protect It
- SpaceX IPO: Should You Buy SPCX Stock?
- Why You Need to Plan Your Time as Carefully as Your Money in Retirement
- I'm an Insurance Pro: What You Can Do to Save Yourself Some Moola as the Insurance Market Shifts
- I'm a Divorce Lawyer: A Rushed Gray Divorce Can Quietly Destroy Your Retirement — Slow Down and Focus on These Details
May 14th
- Sunscreen, Shades and Meds: 11 Travel Must-Haves That Are Totally HSA Eligible
- I’m 62 With $4 Million Saved. I've Been Offered a Buyout, but I Love My Job and My 'Work Family.' Should I Take It?
- Why the 60/40 Portfolio Is Flatlining: This Is How Alternatives Can Resuscitate It
- Feel Like You're Not Measuring Up Financially in 2026? You Might Be Using the Wrong Ruler
- I'm a Portfolio Manager: The Market is Awash With ETFs, But This Variation May Give Advisers and Clients the Edge
- Why More U.S. Business Owners See a Second Passport as a Path to the Next Level
May 13th
- Turning 65 This Year? Take Our 2-Minute Quiz And See If You're Ready For the Big Transition
- Some iPhone 15 and 16 Owners Could Get an Apple AI Settlement Payout. Do You Qualify?
- Our New Health Plan Offers an HSA. Is the Triple Tax Benefit Worth the Hassle of Saving Decades of Receipts?
- 5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities
- Will Your Retirement Plan Collapse Under These 5 Stresses?
- Retirement Location, Location, Location: Can Florida Be Beaten?
May 12th
- The Real Reason 'Tax Me More' Billionaires Don't Just Cut a Check to the IRS
- 5 ETFs to Hedge Your Inflation Risk
- The New 401(k) Mandate: Why a Forced Roth Could Be a Boon for Your Retirement
- How to Use the Barbell Rule for Dividend Investing in Retirement
- Final Exam vs Family Vacation: What's a Professor to Do When Students Demand an Exception to a Hard and Fast Rule for a 'Capricious' Reason?
- 5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser
- How to Unlock the Value of Your Employee Stock Options (and Help Avoid Taking a Financial Hit)
May 11th
- Cerebras IPO: Should You Buy CBRS Stock?
- Why You Need to Start Your Social Security Claim 4 Months Early: 7 Steps to Prevent a Delay at the Worst Possible Moment
- 3 Things That the Ultra-Rich Do to Protect Their Wealth That You Can Do, Too
- If You're Looking for Financial Advice, Start With This Question (It Isn't About Fees)
- High Earners Who Choose Direct Energy Investing Can Reap Tax Advantages and Other Wins: Here's How
May 10th
- April CPI Report: Higher Energy Prices Keep Inflation Hot
- My Beloved Husband Has Early-Stage Dementia. He Is 'Doing Well,' but How Do I Protect Our $1.6 Million Savings Right Now?
- I'm a Financial Planner: This Is How the Tax Torpedo Targets Wealthy Retirees (and How You Can Step Out of Its Path)
- Is This 1950s Investing Strategy Holding Your 2026 Portfolio Back?
- I'm a Financial Adviser, Wife And Mom: 6 Money Lessons I Teach My Kids and My Clients
- I'm a Financial Adviser: Are You a Woman Who Sees Financial Planning as Another Job You Don't Have Time For? You'll Regret That
May 9th
- We Love Hosting at Our $3.2M Beach House, but Inflation Is Forcing a Choice: Cut Back or Tap Retirement Savings?
- 70% of Savers Forget To Do This One Critical Thing
- My First $1 Million: Attorney, 55, Rhode Island
- As You Near Retirement, Think Like Warren Buffett: Stop Risking What You Need for What You Don't
- I'm a Financial Planner: If You're Too Rich for a Roth, Consider a Mega Backdoor Roth (This Is How It Works)
- Is Spring Fever Compelling You to Refresh Your Portfolio? 3 Ways You Could Be Acting Impulsively
May 8th
- Ask the Tax Editor, May 8: Will I Be Audited by the IRS?
- The Average Boomer 401(k) Balance Is Not Exactly an 'Easy Rider' Trip
- Want to Make Better Investment Decisions? Use This 8-Question Checklist, From a Financial Planner
- I'm a Financial Pro: This 5-Step Plan Can Help High Earners Pay Off Significant Student Loan Debt in 5 Years
- Wealthy Homeowners Want Frictionless Ways to Tap Into Home Equity — and the Market Is Providing Them
May 7th
- The Best Fidelity Bond ETFs to Buy for Monthly Income
- Capital One Venture X Rewards Credit Card vs American Express Platinum Card: Which Fits You Better?
- 3 Questions To Ensure Your Retirement Nest Egg Is Inflation-Proof
- Tending to Your Estate Plan This Spring? Don't Forget to Give Your IRA Some Love
- From Buying a New Car to Having a Baby: How the OBBBA Affects Everyday Taxpayers
- I'm a Financial Planner: Trump Accounts Are a No-Brainer if You're Eligible (How to Apply)
May 6th
- Who Is Getting Your Money?: The Beneficiary Designation Quiz
- Best Monthly Dividend ETFs
- We're 73 with $2.1 million. I Want to Pay Off Our Grandson's $45K Student Loan, but My Husband Says No. Who's Right?
- I'm a Financial Adviser: This Retirement Income Plan Could Be Your Key to Sweet Dreams
- I'm a Retired Financial Adviser: If You Haven't Saved Enough for Retirement, These Are Your Options
- Is the 'AI Bubble' a Myth? Why Tech Experts Say AI's Boom Is Just the Beginning
May 5th
- 5 Money Lessons I Learned From My Mom
- College Towns Are Becoming Retirement Destinations in 2026: How Does the Tax Math Add Up for Retirees?
- What I Learned From an Investing Pro About Managing Risk in Your 30s, 40s, 50s and 60s
- Rich but Restless: Why Your $5M Portfolio Isn’t Buying Retirement Confidence
- Give More But Pay Less: An Essential Guide to Tax-Smart Charitable Giving in 2026
- This Commonsense Guide Can Actually Make You an Excellent Negotiator: It's All About Practice (and Learning From the Best)
- Started Pulling in the Big Bucks? If You Refinance Your Student Loan Now, Here's What You'll Miss
- How Defense and Space Are Becoming the Next Frontier for Investors, From an Investing Pro
May 4th
- 3 Ways Kevin Warsh Will Change the Fed
- Kiplinger Readers' Choice Awards 2026: Peer-to-Peer Payment Services
- Kiplinger Readers' Choice Awards 2026: Airline Credit Card Rewards Programs*
- Kiplinger Readers' Choice Awards 2026: Homeowners Insurance Companies
- Kiplinger Readers' Choice Awards 2026: IRA Providers
- Kiplinger Readers' Choice Awards 2026: Internet Banks*
- Kiplinger Readers' Choice Awards 2026: Tax Software*
- Kiplinger Readers' Choice Awards 2026: Annuity Providers*
- Kiplinger Readers' Choice Awards 2026: Best Brokers*
- Kiplinger Readers' Choice Awards 2026: Wealth Managers
- Kiplinger Readers' Choice Awards 2026: Travel Rewards Credit Cards
- Kiplinger Readers' Choice Awards 2026: National Banks*
- Kiplinger Readers' Choice Awards 2026: Auto Insurance Companies
- Kiplinger Readers' Choice Awards 2026: Best Cash Back Credit Cards
- I'm a Financial Planner: This Is Why Your 2025 Tax Bill Shocked You (Plus, 5 Tips to Keep This Year's Taxes Under Control)
- High Incomes Don't Stretch as Far as They Used To: Here's How to Fix That Without Earning More
- Spring Is Deceptively Dangerous for Your Finances: These 2 Low-Effort Moves Can Help Keep Your Spending in Check
May 3rd
- Ohio’s New Self-Checkout Rules Could Change How You Shop — And Other States Are Watching
- We Want to Give Our Daughter $200K for a Home. We Already Paid for Her Wedding, and Our Sons Say We Are Being Unfair.
- Here's What It Takes to Join the 1% Club: The Real Numbers and Habits Behind the Super Wealthy
- Gary Has a Plan for Retirement: Crash on the Sofa and Veg. Here's the Problem With That …
- We've All Heard the Buzz About Roth Conversions, But Not Everyone Will Like the Reality
- These 7 Investment Behaviors Hurt Retirees the Most, But It's Not Too Late to Change Your Ways
May 2nd
- 5 Billy Joel Lyrics Retirees Should Live By
- I’m a Retirement Expert Who Just Turned 65. Here’s the Advice I’m Actually Following
- How to Relist Your Home After a Sale Falls Through: What to Change on Price, Agent and Home Issues
- 5 Key Insights We Learned From 50 First-Time Millionaires
- My First $1 Million: Director in Higher Ed/Consulting, 48, the Midwest
- I'm a Financial Pro: This Is What No One Will Tell You About Getting Rich
- Forget the 80% Rule When Budgeting for Retirement: Think 80-70-60
- To Love, Honor and to Pay: 4 Ways to Keep Wedding Costs from Ruining Wedded Bliss
May 1st
- A Multi-Year Guarantee Annuity vs CDs, Mutual Funds and Money Market Funds: Which Belong in Your Portfolio?
- Quiz: Is Your 2026 Income Actually Taxable?
- What the Fed's Rate Pause Really Means for Your Money
- Ask the Tax Editor, May 1: 10-Year Rule for Inherited IRAs
- We’re New Yorkers with $3.8M. We Plan to Retire in South Carolina, but My Wife Worries We Will Regret It.
- I Asked Investors to Share the Frustrations They Have With Financial Professionals, and These Are Their Top 10
- Enough With 'Business as Usual' Financial Advice: When The World Feels Like It's Out of Control, This Is How I Reassure Clients