Features Archive | October 2026

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October 13th
- When Buying Major Appliances, You Need a Local Pro in Your Corner: Here's What They Can Do for You
- How to Shield Your Assets From Long-Term Care Costs Before the 5-Year Medicaid Clock Runs Out
- How Modern Businesses Can Scale Faster Through Strategic Partnerships
October 12th
- They Retired With $10 Million. Should They Still Invest Aggressively?
- Are You Considering Rebalancing Your Portfolio for a Good Reason or Just Reacting to Headlines?
- How to Build Your Children's Money Muscles Before Their Big Inheritance: A Financial Road Map for Every Age
October 11th
- Stop Treating Your RMD Like It's a Chore: The Smartest Way to Handle It This Year
- 7 Steps to Fact-Check AI's Retirement Advice Before You Make a Costly Move
- Older Homeowners Are Cutting Their Property Tax Bills by Volunteering
- What It Means for Retirees Now That Rate Hikes Are Back
- I Thought About Retiring Abroad. Here’s Why I Decided to Age in Place Instead
- Too Many Women Leave Themselves Out of Their Own Retirement Plan: Here's How We Fix That
- Mom and Dad Just Celebrated Their 95th Birthdays: What Happens to Your Financial Plan if You Hit Yours?
October 10th
- My First $1 Million: Mechanical Engineer, 69, Los Angeles
- What to Do With a $100,000 Inheritance to Set Up Your Future
- These 4 Steps Can Help You Sidestep the Medicare Enrollment Trap That Catches Many Working Retirees
- How to Invest for Higher Rates
- 6 Estate Planning Documents to Stop Putting Off
- As the Ultra-Rich Build Mega-IRAs, Is It Time to Reposition Large Growth Assets?
October 9th
- Stop Overpaying on Vacation: The Secrets to Eating Well Without Getting Gouged
- Is Real Estate Investing Still a Safe Bet? 4 Traditional Benefits and Where They Stand Today
- How to Maximize a Late-in-Life Inheritance for a 'Second Retirement'
- A Financial Adviser's Guide to Using Debt to Improve Your Finances
- Is Your Adviser Qualified to Handle Your ESOP? Mistakes Can Cost You Thousands
- Ask the Tax Editor, October 9: Questions on Estate Taxes
- While the AI Boom Fuels the Economy, Big Tech's Massive Debt Spree Pushes Bond Yields Higher: What That Means
- Using Annuities as a Healthcare Expense Buffer in Late Retirement
- Stop Betting on Prediction Markets: The Odds Are Stacked Against You
- The S&P 500 Is More Concentrated Than You Think. These ETFs Spread Your Risk
October 8th
- Types of Retirement Income the IRS Doesn't Tax
- These 2026 State Ballot Measures Could Affect Your Taxes
- A Big Savings Account Won't Guarantee You'll Feel OK in Retirement, But Doing This Could
- Choosing Hospice Isn't Giving Up — It's Time to Bust the Myths
- If You're Self-Employed, Your Deductions Could Sink Your Mortgage Application — Here's How to Avoid That
October 7th
- Medicare Part D Premiums Are Set to Hold Steady in 2027 Even After Subsidy Cuts
- These 5 Wealth Transfer Mistakes Can Wipe Out Everything You Worked a Lifetime to Build
- These 2 Strategies Can Help Smart Retirees Win at Tax Planning
- 6 Safe Mutual Funds to Own in an Uncertain Market
- What to Do When You Receive a Large Check (And How to Deposit It Safely)
- Mortgage Rates Are Rising: What Homeowners Should Do Now
- Have $100,000 in Cash? Here's How Much an 18-Month Jumbo CD Will Earn You
- Tips to Get Ahead in the Job Market
- Why 'Permanent' Is the Most Dangerous Word in Estate Planning: A Financial Planner's Take
- Love Your Kids But Fear For Their Finances? You Need a Spendthrift Trust
- AI Is Coming for Your Job — Or Is It? 5 Ways to Make Yourself Harder to Replace
- How Changes in Drug Price Policy Affect Your Wallet and Part D Plan
October 6th
- How Well Do You Know Medicare Part D? Take Our Quiz to Test Your IQ
- Your Retirement Scorecard: The 5 Key Points You Need for a Winning Retirement
- Losing Your Job in Your 50s or 60s Can Derail Everything: Here's How to Safeguard Your Retirement Plan
- Is That "Free" iPhone 18 Pro Costing You Hundreds of Extra Dollars?
- Inherited $1 Million in the Great Wealth Transfer? Here's What to Do First
- 5 Steps to Prevent an Inheritance From Fracturing Your Family
- Why Buying a Home Warranty Could Leave You Feeling Burned (and What to Do Instead)
October 5th
- Who Qualifies for the New $90 Medicare Part B Rebate?
- Rethinking Your IPO Strategy: Why Patient Investors Can Win by Waiting Out Hot IPOs
- Can a 64-Year-Old Retire on $1.6 Million and 'Shaky' Social Security?
- How Property Reserves Work in a Delaware Statutory Trust (DST)
- If You're a Teacher With 2 Retirement Plans, Here's How to Use Both
October 4th
- The Early Inheritance Trap: Why a $100K Gift Can Backfire (and How to Fix It)
- Houston, We Have a Strategy: How to Treat Your Retirement Plan Like It's a (Space) Mission
- How to Give Money to Your Kids Without Setting Them Up for Failure
- Wills vs Trusts: How to Decide What's Right for Your Family
- Will Your Stock Portfolio Wreck Your Legacy? Check Your Estate Plan for These Instructions
October 3rd
- My First $1 Million: Truck Driver, 60, Jordan, Minnesota
- How Playing Dead Can Maximize Your Investment Returns (Seriously)
- Would You Rather Retire in Naples, FL, or Palm Springs, CA?
- Ready to Retire? Ask Your Spouse These 3 Questions First
- 5 Ways to Supercharge Your Retirement Savings While You're Still Working
- How to Use (and Not to Use) AI for Financial Advice and Investing
October 2nd
- Inherited a Check? Here's What to Do with It Next
- From 'My Adviser Is Great' to a Great Story: This Is How Advisers Can Turn Value Into Referrals
- Fixed Annuity Payouts Are Spiking: Is it Time to Lock In?
- Ask the Tax Editor, October 2: Questions for Tax Preparers
- Human Capital: The Major Asset (and Invisible Risk) in Your Client's Investment Portfolio
- Are Your Client's Retirement Income Withdrawals Out of Whack? How to Help Them Get the Sequence Right
- Kiplinger Conversations: How to Talk Inheritance With Your Kids
October 1st
- What's Happening in the Bond Market Right Now (And Should You Adjust Your Portfolio?)
- What Investors Should Weigh as We Head Into the Fourth Quarter: An Investment Adviser’s Review of Q3
- What's Your Investing Style?
- Is 'Buy and Hold' Really the Best Investing Strategy? What You Lose From Missing the Market's 30 Best (and Worst) Days
- How Your Wealth Can Do Good While You Do Well
- AI Is a Supply Chain Rather Than an Industry: Here's Why
- Can You Live on $10,000 a Month in Retirement?
- Why Healthcare Belongs in Every Financial Plan