Feature Archive | September 2024

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September 30th
- The Best Temperatures to Set Your Thermostat
- Medicare Part D and Advantage Costs Decrease in 2025
- IRS Solar Tax Credit Payouts Soar as Scams Target Homeowners
- Eight Signs You Might Be Ready to Start Investing in Real Estate
- How to Become a 401(k) Millionaire
- Do You Know How Much You've Saved in Your 401(k)?
September 29th
- Why Financial Literacy Starts at Home and School
- Riches vs Wealth: A Cautionary Tale From 'The Hobbit'
September 28th
- How Will the Election Impact the Stock Market?
- Gen X: We Need to Talk About Your Retirement
September 27th
- How Much Do You Need for a Comfortable Retirement?
- Six Changes to IRAs and 401(k)s in 2025
- In Defense of Insurance Agents and Brokers
September 26th
- With Mortgage Rates Falling, Here's How Much You Could Save
- Capital Gains in Retirement: Managing RMDs, Taxes, Social Security and Medicare
- Seven Ways to Ensure Your Spouse Is on the Same Page About Money
- Are You Better Off Now Than You Were Four Years Ago?
- How Retirement Plans Are Divided in Divorce
- Coverdell Education Savings Accounts: A Deep Dive
September 25th
- The Average IRA Balance by Age and Generation
- Five Tax Strategies to Preserve Your Retirement Savings
- New to Investing? How to Tell Your CFPs From Your CFAs
September 24th
- 5 Hard Truths Investors Must Hear: Lessons from Josh Brown's New Book
- Women Kick Men's Butts When It Comes to Investing
- Want to Produce a Podcast? Tips to Get It Done Right
September 23rd
- Do You Stop Paying Taxes on Social Security at a Certain Age?
- Three Best CDs to Open After a Drop in Rates
- When Will the Social Security 2025 COLA Be Announced?
- Strengthen Your Family's Legacy Protection With a Beneficiary Controlled Trust
- Have a DAF? How You Invest Can Make a Big Difference
September 22nd
- With TV Drug Ads, What You See Is Not Necessarily What You Get
- Social Security Payment Schedule for 2025
- Longevity Illustrator: Find Out How Long You Might Live
- Could Political Arguments Ruin Your Estate Plan?
September 21st
- How to Get Dual Citizenship: Pros, Cons and Steps to Take
- Are You Middle Class?
- The Average Social Security Check by Age
- Medicare Advantage Denials Increase
- Rattled by RMDs? Look No Further
- Three Reasons for Retirees to Lease a Car Instead of Buy One
September 20th
- The TCJA: Key Facts on the 2017 'Trump Tax Cuts' and What's Extended for 2025
- Your Insurance Rates Keep Rising: Why? What Can You Do?
- Let's Talk About Life Insurance
- Keep Your Feelings Out of Your Finances: Here's How
September 19th
- The Big CPA Shortage Problem in Accounting: What it Means for Your Tax Return
- Will EVs Drive the Vote in Election 2024 Swing States?
- How to Create a 'Three-Statement Projection Model' for a Company
- With Fixed Indexed Annuities, Zero Is Your Hero
- Before Buying Your First Home, Get These Three Ducks in a Row
September 18th
- The Fed Could Cut Rates Again. What Should Savers Do About CDs and High-Yield Accounts?
- Should You Refinance Your Mortgage Now That the Fed Just Cut Rates?
- SALT Deduction Changes: Three Key Tax Points to Know Now
- Estate Planning for Women: Married, Single or Divorced
- New Phones Get All the Hype, but Consumers Still Love Old Models
- From Trusts to Taxes: Is Your Estate Plan Ready?
- Three Key Items to Evaluate When Choosing a 721 Exchange
September 17th
- IRS Skirts TikTok Ban to Sniff Out Tax Scammers
- Choosing a Corporate Trustee: The Pros and Cons
- The FDIC Is From the Government and Really Is Here to Help
- Four Signs It's Time to Sell a Stock
September 16th
- How Elections Impact Interest Rates
- Interest Rate Cuts and Inflation: What's Really Going On?
- How to Make a Charitable Plan That Won't Break Your Bank
- What Should You Do with Your Old 401(k) When Changing Jobs?
- Debunking 6 Social Security Retirement Myths
- Getting Started on Estate Planning: Key Actions to Take
- Is It Better to Pay Off Your Mortgage or Invest?
September 15th
- Should You Get a Long-Term or Short-Term CD Before the Next Fed Meeting?
- This Double-Dip Trust Benefit Really Is Too Good to Be True
- How to Structure Retirement Income to Tamp Down Taxes
September 14th
- Is an Annuity Worth It? Tax Pros and Cons
- 5 Stocks to Buy for a Harris Presidency
- A Good Estate Plan Requires Four Key Elements
September 13th
- Where to Move Your Money Before the Next Fed Meeting
- Starlink's Internet Beamed From Space Is Taking Off
- 12 Steps to Protect Your Retirement Savings From Market Volatility
- Four Common Misconceptions About Life Insurance
- Should You Keep Your 401(k) When You Retire?
- Want to Move to Italy? What to Consider Financially
September 12th
- 529 Plans Hit a New Milestone: Why They're So Popular
- Who Does the IRS Audit the Most?
- Is It Worth Getting a High-Yield Savings Account Before the Fed Meeting?
- Estate Planning: How to Protect Family Treasures
- How to Protect Your 401(k) in a Down Market: Seven Solutions
- 529 Plans: A Powerful Way to Tackle Rising Education Costs
September 11th
- What the Election Could Mean for Student Loan Forgiveness: Harris vs Trump
- Saving to Be a 401(k) Millionaire? Plan for Taxes Now
- Considering a 721 Exchange? Adopt a Buyer Beware Mindset
September 10th
- Six New Tax Credits in Harris' Economic Plan: What to Know
- Retirement is 'Comfortable' for Three in Four Americans, Survey Finds
- Five December 31 Tax Deadlines for Retirees
- For Lawyers, the Bar Exam Is More Than Just a Test
- How AI Can Guide Introverts to Success in Professional Services
September 9th
- The Best Consumer Discretionary Stocks to Buy
- Tax Efficiency Mastery for Financial Success
- Ways to Pay for Long-Term Care Expenses
- In Family Philanthropy, Embracing Differences Can Pay Off
- Grow Your Investments Like Yale, Through a Self-Directed IRA
September 8th
- Prepare to Start Taking Money Out of Your Inherited IRA
- Five Things About Annuities That May Surprise You
- Why a 15-Year Mortgage Could Be the Key to a Larger Nest Egg
September 7th
- 5 Stocks to Buy for a Trump Presidency
- Make Longevity Risk Part of Your Retirement Plan
- How This 529 'Superfund' Strategy Can Transform Your Estate Plan
- How to Deal With Inflation: Advice From a Financial Adviser
September 6th
- Social Security Administration Announces New Streamlined SSI Application
- Will the Election Impact the EV Tax Credit?
- The Pros and Cons of Offering Tuition Reimbursement: A Personal Perspective
- Changes in the Retirement Planning Landscape
- National 401(k) Day: Do You Know How You Measure Up?
- Recent Graduate? Financial Fitness Starts Here
- Finance 101: Money Skills Every New College Student Needs
- Does the Government Insure You?
September 5th
- 10 Housing Markets That Could Benefit the Most From Reduced Mortgage Interest Rates
- Crypto Takes Another Step Toward Mainstream Adoption With Ether Spot ETFs
- From Transactions to Insights: ChatGPT in Accounting
- How Much Life Insurance Do You Really Need?
- Five Money Lessons From a Dad — and a Financial Adviser
- AI and Your Portfolio: How LLMs Can Boost Your Investments
September 4th
- How Trump and Harris Might Handle Expiring TCJA Tax Cuts
- How Bitcoin ETFs are Performing So Far
- Five Perks of Choosing Local or Regional Financial Institutions
- Five Considerations About Municipal Bonds if Tax Cuts Sunset
September 3rd
- The Impossible Trinity: Why Countries Can't Have It All
- High-Yield Bonds and Savings Ideas as The Fed Weighs a Rate Cut
- A Private Equity Fund Bought Your Accounting Firm: Now What?
- Do You Think You Have a Great Wrongful Termination Lawsuit?
September 2nd
- Unrealized Gains Tax: One Important Thing to Know Now
- Want to Quit? Check Your 401(k) Employer Match First
- A State Street Fund Excels in Rough Year for Healthcare Stocks
- Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
September 1st
- How to Make a Wedding Budget With Your Family
- How to Give an Inheritance While You're Alive
- 18 Ways to Cut Your Energy Bill
- Five Ways to Lower Your Risk in Retirement
- Getting Started in Private Market Investment