Features Archive | September 2026

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September 15th
- The Hidden Costs of Inheriting an Investment Portfolio
- Should You Refuel Your 60/40 Portfolio With Oil and Gas?
- 'Mom's Plans Are Going to Kill Dad': How to Stop a Panic-Driven Relocation After a Dementia-Related Diagnosis
- Is Life Insurance the Missing Piece of Your Retirement Plan? 5 Questions to Find the Right Policy
- 'Don't Dwell on the Past': A Quick Guide to Recovering From Financial Setbacks
September 14th
- Are Your Savings Accounts Ready to Be Passed On?
- Avoiding IRMAA Can Actually Cost You More in Retirement: A Financial Adviser Explains Why and What You Can Do Instead
- Shielding Your Heirs: The Expert Guide to a Tax-Free Inheritance
- Your Revocable Living Trust Won't Protect Your Assets from Long-Term Care Costs: Do This Instead
- How to Build a Financial Plan Without Drowning in Advice
September 13th
- What Happens When You Inherit a House — With Your Siblings
- The 4% Rule Can't Safely Determine Anyone's Retirement Income: Here's the Guidance You Really Need
- I'm a Retirement Editor, But My Parents' Estate Tripped Me Up with a Snake, a Gun and a Mystery Box
- Longing for a Long Life? Here's How Your Financial Strategy Can Help You Afford It
- 5 Fall Trips That Are Even Better After You Retire
- Teens Want to Invest: Here Are 7 Ways You Can Help Them Start Right
September 12th
- From Buffett to Beyoncé: What Celebrities Have Said About Inheritance
- My First $1 Million: Retired COO, 75, Northwest Arkansas
- Financial Independence Is the Off-Ramp — Retirement Is Taking It
- The Great Junk Transfer: Heirs Want Meaning, Not More Stuff
- I'm a Financial Planner: This Is How I Would Advise My Wife to Structure Her Long-Term-Care Policy Differently Than Mine
- Do You Think Your Kids Aren't Prepared to Manage Money? Here's What You Can Do
September 11th
- Decent Financial Advice is Hard to Find: Meet the Community That's Already Picked the Needles from the Haystack
- Your Employer Could Help You Achieve Your Dream of Homeownership
- Financial Stocks Are Set Up for Success. Here are 5 Funds to Consider
- Ask the Tax Editor, September 11: How Long to Keep Tax Returns
- What It Means to Postal Workers That USPS Is Relying on Employee Retirement Funds to Operate
September 10th
- 5 Little-Known Senior Property Tax Breaks in 2026
- I'm a Portfolio Manager: Silver Has Lost Its Shine — and That's Why I'm Interested
- Women Are Better Investors Than They've Been Told: Here's How You Can Use That Edge
- 5 Best ETFs to Help You Earn Passive Investment Income
- Your Beneficiaries Might Be Outdated. Here's How to Check
- Flexibility Helps This Top Fidelity Bond Fund Thrive
- Has Company Stock in Your 401(k) Soared in Value? This Little-Known IRS Rule Could Slash Your Tax Bill
- Got Your Dream Job Abroad? What to Know About Your Paycheck Before You Make the Move
- 5 Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
September 9th
- Why the Navy Federal Flagship Premier Visa Signature® Credit Card Might Be Your New Favorite Travel Card
- Is the Small-Cap Stock Rally for Real This Time?
- The $3,000 IRS Rule That Can Lower Your Taxable Income
- 8 Retirement Tax Strategies Your CPA Won't Tell You
- How the Energy Crisis Is Reshaping Real Estate Investment Strategy (and Creating Opportunities Most Investors Don't See)
- How Real Families Are Handling The Great Wealth Transfer
- Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?
- From Spare Change to a Lasting Legacy: Does Your Charitable Giving Need an Overhaul?
- The Great Wealth Transfer is Creating a New Generation of Family CFOs
- The $124 Trillion Great Wealth Transfer: Fact vs Fiction Quiz
- Before You Leave Your Home to Your Children, Ask These Questions
- The Most Tax-Efficient Ways to Leave Investments to Your Children
- We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned
- You Were Made a Trustee. Now What?
September 8th
- Why So Many Families Are Unprepared for the Great Wealth Transfer — and What You Can Do About it
- How to Talk to Your Adult Kids About Their Inheritance
- How to Build Your Financial Fortress Before a Siege: Why Timing Is Everything in Asset Protection
- Becoming the Free Nanny to the Grandkids? Ask Yourself These 3 Questions First
- Are Pharmaceutical Stocks Ready to Take Off? Here's What I See
- Don't Let Market Volatility Derail Your Portfolio: This Is the Key to Investing Success
- Passing the Bar, But Failing at Courtesy: Not Returning Phone Calls Is a Good Way to Run Afoul of Your State Bar
September 7th
- You Need a Shopping List For Stocks
- Now May Be a Better Time to Retire Than You Think: Here's Why
- What 4 Financial Professionals Learned On 9/11
- The 'Ultra-Low-Risk Portfolio': A Good Choice for Wary Retirees?
- Your Game Plan for Retirement: Financial Lessons From Championship Coaches
- From an HSA to Healthy Habits: A Financial Consultant's Guide to Slashing Healthcare Costs in Retirement
September 6th
- How I'm Getting My Affairs in Order As a New Retiree
- 10 Things the Top 10% of Retirees Do Differently With Their Money
- Why 'Soft Retirement' Changes Your 2026 Roth Conversion Strategy
- The Danger Zone: The 5 Years Before Retirement Can Make or Break Your Future
- This Retirement Factor Can Predict Your Longevity Better Than Your Portfolio Strategy
- Is Your Term Life Insurance Policy Expiring? 3 Paths to Consider Next
September 5th
- My First $1 Million: DoD Program Analyst, 38, California
- 6 Ways to Save on Your Next Car
- The Hardest Habit for Millionaires to Break in Retirement
- The 3 Biggest Tax Mistakes Retirees Can Make in Their 60s: Are You Missing Your Golden Tax Planning Window?
- An Expert Investor Shares His Best Advice For Everyday Investors
- 3 Money Habits That Can Turn Middle-Class Earners Into Millionaires
- How to Turn Your Parents' Estate Tax Exemption Into a Capital Gains Miracle
- What Is Landmaxxing? Why Wealthy Homeowners Are Buying the House Next Door
- How Do Fees Impact Your ETF Investment Returns?
- If You're in Your 50s or Nearing Retirement, Protecting Your Well-Being Is as Important as Protecting Your Savings
September 4th
- Medicare Supplement Plan G vs Plan N: What You Pay, What You Get, and What to Consider
- How to Survive Your Kids Moving Back in as Adults
- Ask the Tax Editor, September 4: Changes to 401(k) Catch-Up Contributions and More
- When a Long-Term Care Insurance Company Drops the Ball, What Should You Do?
- True Wealth Starts With Health: How the Adviser's Role Is Expanding From Financial Gatekeeper to Life Strategist
- 4 Smart Ways to Boost Your Charitable Giving (and Reduce Taxes) as Year-End Approaches
September 3rd
- 10 U.S. Oktoberfests: From Cheapest to Most Taxed Beer
- A Wealth Adviser's Guide to Making Your Scrapbook as Important as Your Checkbook
- The CFPB Has New Rules for You to Make Complaints
- 8 Changes Coming to Medicare in 2027
- What You Can Do if Your Social Security Contributions Fall Short
- Infographic: Takeaways From The Trillion Dollar Talk Survey
- Are You Leaving Money on the Table? A Checklist for Evaluating Job Benefits
- Not All Debt Is a Four-Letter Word: Are You Avoiding the Kind of Debt That Could Benefit You?
September 2nd
- Do You Have a 'Good' Pension? See Your State's Average
- Why Diversification Isn't as Simple as 60/40 Anymore (and What You Can Do Instead)
- Mellody Hobson Shares the No. 1 Mistake Derailing Retirement Savings
- Should You Borrow Against Your Investment Portfolio? When It Makes Sense
- Could You Handle a Sudden Windfall? Take Our Quiz
- Kiplinger: The Trillion Dollar Talk Research Report
- Financial Literacy Isn't Just About Saving — It's About Protecting What You've Earned
September 1st
- RSP vs SPY: Why These S&P 500 ETFs Have Such Different Returns Over the Past 20 Years
- What Dolly Parton Taught Us About Building Wealth That Goes Beyond Financial Success
- 6 Tips for Women Taking the Financial Lead in Retirement
- Defamation vs Protected Opinion: Jackie's Risky Magnetic Sign Courts Major Consequences
- How to Turn the Complexity of Your Equity Compensation Into Opportunity
- How to Support Local Communities With Your Fixed-Income Strategy
- Artificial Intelligence Can Make Financial Information Easier to Access, But It Can’t Replace Judgment