Feature Archive | February 2025

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February 28th
- Five Scary Things the IRS Can Do If You Owe Back Taxes
- Five Reasons Why You Should Review Your Medicare Advantage Plan Before Open Enrollment Ends
- Hidden Costs That Are Draining Your Budget — and How to Stop Them
- Private Jets Are Within Reach for Wealthy Retirees
- How I Scored Huge Savings on High-End Items with Costco Direct — Delivered Straight to My Door
- Social Security Check Late? No, It's Not the Government Shutdown, but It Could Be These Four Reasons
- Want to Hire a Financial Planning Firm? Five Questions to Ask
- Five Top Insurance Scams to Watch Out For
- TikTok 'Door Knock Challenge': The Risky Viral Trend Putting Homeowners on Edge
February 27th
- The Six People You Need to Talk with Before Retiring — and the Best Questions to Ask
- Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
- Five Questions to Ask When Choosing a Retirement Community
- A Little-Known Tax Buster for Rich Retirees: Zero-Coupon DST
- Once You Hit 55, Is the Stock Market Still Your Best Bet?
February 26th
- 47 Local Social Security Offices to Close After DOGE Cuts
- What Does Medicare Not Cover? Eight Things You Should Know
- Trump’s Plan to Eliminate Taxes on Social Security Forgets Your Children
- Behind on Saving for Retirement? How to Catch Up and Retire Securely
- Don't Let Health Care Costs Wreck Your Retirement: Here's How
- How Confident Are You in Your Retirement Plan? Find Out With This Quiz
- Scared About Climate Change? Change the Way You Invest
February 25th
- Social Security Sent Out Billions in Back Payments in March. Here's What You Need to Know
- Trump to Tariffs: How Retirees Can Manage Market Turmoil
- How to Prepare for Early Retirement
- Who Is Trump Nominee Daniel Aronowitz, Tapped to Oversee Pensions?
- 'You Can't Take It With You' — Five Things You Lose in Retirement
- Planning to Leave Your Business? How to Find the Right Buyer
- The Retirement Mindset Shift: Deciding When to Ease Off Risk
- Want to Sue a Client for Unpaid Fees? That Can Backfire on You
February 24th
- Secure Your Social Security: The Essential Role of a Representative Payee
- Best Investments to Sidestep Trump's Trade War
- What It's Really Like Living in the Margaritaville Retirement Community
- Semi-Retiring Abroad: How to Make Your Living Overseas Dream a Reality
- A Tax Strategy Now Helps Make Retirement Less Expensive Later
- How Financial Institutions Can Blend Tech With Human Connection
February 23rd
- Seven Ways to Reduce Taxes on Social Security Benefits in 2025
- Sherwin-Williams Is a Sleeper of the 100,000% Return Club
- Investing in Art: 10 Things You Should Know
- Five Retirement Myths vs the Reality
- Want an Encore Career in Retirement? Consider These Seven Steps
- How Federal Retirees Can Make SSFA Repeals Work for Them
February 22nd
- M&A Is Why UnitedHealth Group Stock Is in of the 100,000% Return Club
- How Obesity Drugs Like Ozempic Could Revolutionize Retirement
- How to Invest in the Nuclear Revolution
- How to Avoid These Five Costly Tax Mistakes That Many Retirees Make
- Are You a Baby Boomer With $500,000 or Less Saved for Retirement?
- Social Security Fairness Act Adds to Pressure on Safety Net
- Four Ways to Financially Embrace the Year of the Wood Snake
- An Inventory of What We’ve Endured: After the Wildfires
February 21st
- Social Security Administration: DOGE Cannot Make Changes to Benefit Payments
- IRC Section 1202: A Strategic Tax Advantage for Investors and Entrepreneurs
- Seven Ways to Balance a Social Life With Achieving Your Financial Goals
- Five Annuity Mistakes to Avoid
- Five Wins for Federal Employees in the Social Security Fairness Act
- How Do You Know Your Insurer Can Afford to Pay Your Claims?
February 20th
- This Boring Retirement Income Source Has Big Tax Benefits
- First-Time Filing Taxes? Key Tax Tips to Know for 2025
- Three Reasons to Skip the 401(k) Super Catch-Up
- Stressed About Doing Your Taxes? Use These Easy Tips to Cope
- Three Ways to Get Your Finances in Better Shape
February 19th
- 7 of Warren Buffett's Biggest Misses
- Want to Retire With $100K a Year? Here's How Much to Save
- Rethinking Income When You Retire: No Paycheck, No Problem
- How to Support Your Parents Without Derailing Your Finances
February 18th
- Can a Gold IRA Counter Sticky Inflation for Retirement?
- Why You May Owe More Tax Soon on Popular Employee Benefits
- Retirees Get a Raise in Their Social Security Benefits
- Mail Theft Crisis: Why Your IRS Tax Refund Is At Risk
- Essential Tips for Traveling with Pets: Navigating Airline Policies in 2025
- Here's How Estate Planning Can Make Your Retirement Easier
- Why 'Standard' Digital Background Checks Can Be So Unreliable
February 17th
- What to Do When Your ETF Closes
- How Amazon Stock Became a Member of the 100,000% Return Club
- Presidents and Social Security: How Presidents Have Impacted America's First Social Insurance Policy
- 4 Ways to Lower Your Home Insurance Premium in 2025
- The Benefits of Sharing a Joint Bank Account With Your Parents
- I Resolved to 'Shop My Closet.' Here's How It's Going
- Are You a High-Income Earner? Three Unexpected Reasons to Save More Than You Think You Should
- How Financial Professionals Can Empower Their Female Clients
February 16th
- 11 IRS Audit Red Flags for Retirees in 2026
- Living Beyond Age 100: A Possibility With Financial Impact
- Student Visas: Older Americans' Ticket to Living in Europe
- Three Reasons It May Be Time for an Annuity 'Refresh'
February 15th
- Why You Should Take Extra Care With Your Tax Return
- Grandparents: How Do You Handle Gifts for the Grandkids?
- McDonald's Stock: How Small Changes Have Led to 100,000% Returns
- Vacation Rental in Retirement: Should You Airbnb or Vrbo Your Home for Extra Cash?
- Three Common Cash Flow Mistakes and How to Fix Them
- Trusts for Child Influencers: What Families Need to Know
- Three Easy Financial Tips to Help Make This Year a Success
February 14th
- Phased Retirement: Why Easing Into Retirement Might Be Your Best Move
- Retirement Community Living: How to Pay for Your Next Chapter
- States with Emergency and Energy Sales Tax Holidays in 2025
- Is a Joint Bank Account Romantic or Risky?
- Are You a 'Midwestern Millionaire'? Four Retirement Strategies
- Happy Valentine's Day: Are You Committing Financial Infidelity?
- As You Celebrate Your Love, Consider a Financial Check-In, Too
- Wait, Why Did My Insurance Premium Increase?!
February 13th
- I'm 60, just paid off my $1 million home and have $750K in retirement savings — can I retire now?
- Heirs Inheriting Crypto? Don't Make It a Headache for Them
- DIY Retirement Planning: A Smart Move or a Risky Endeavor?
- Galentine's Day: A Time to Promote Financial Literacy Among Friends
February 12th
- Social Security Payments Were Suspended for Some Americans Abroad. Here's What to Know
- Should You Get a Home Warranty?
- Your Retirement Savings and Spending Should Change Under Trump
- Listed: Three Fabulous Homes to Retire in Portugal
- These Two Issues Are Critical to Efficient Retirement Planning
- How to Use Good Debt (While Identifying and Avoiding Bad Debt)
February 11th
- Could ERC Delays Get Worse if Trump Downsizes the IRS?
- IRS Income Tax Refund Schedule 2026: When Will Your Refund Arrive?
- Four Potential Tax Changes to Keep Your Eye On
- What Can Happen if You Live Together Without a Cohabitation Agreement?
February 10th
- Even Rock Stars Get Catfished: How to Avoid a Romance Scam
- The Best Materials Stocks to Buy
- How to Find a Financial Adviser for Retirement Planning
- Six Risks of Delaware Statutory Trusts in 1031 Exchanges
February 9th
- Retire in Costa Rica With These Three Tax Benefits
- Five Ways to Ease Caregiver Stress
- Financial Strategies Borrowed From the Big Game's Playbook
- Three Ways to Plan Now for a Social Security Shortfall Later
February 8th
- Ten IRS Audit Red Flags for Self-Employed Individuals
- Is It Too Late to Invest in Bitcoin?
- Where to Retire: Living in the Dominican Republic
- Extra Cash? Should You Pay Off Debt or Invest?
- The Future of 1031 Exchanges Under Trump Looks Bright
- Gambling vs Investing: How to Tell the Difference
February 7th
- Are 60/40 Portfolios Still Relevant Today?
- Prepare Your Family for the Financial and Legal Aftermath of Your Death
- Eight Biggest Financial Planning Myths: How Many Do You Believe?
- Empowering Widows: Five Goals for Financial Security in 2025
- Private Credit: Coming Soon to a Portfolio Near You
- What Is Insurance Good For? Let Us Count the Ways
February 6th
- Medicare Advantage Plans: Prior Authorization Denial Rates
- Trump's Sovereign Wealth Fund: What Is It And How Does It Work?
- The Best ROI? Investing in Yourself This Year
- The Four Worst Mistakes to Make When Selling Your Business
February 5th
- Social Security Fairness Act Payments Checklist: Nine Things to Know
- How Apps Are Impacting Traditional Banking
- Four Ways To Use Your Home Equity To Boost Your Retirement
- Listed: Luxury Ski Town Homes in Colorado
- Market Volatility Tempting You to Get Out? Read This First
- Five Strategies to Defer Capital Gains in Real Estate Investing
February 4th
- The Best Communication Services Stocks to Buy
- Contingency Planning for Your Personal Budget: Why It Matters and How to Do It Right
- Retirement Income Planning for Unfunded Health Care Costs
- Federal Employees Buyout Offer: Five Things to Consider
- Insurance Bad Faith After Natural Disasters: What to Know
February 3rd
- The DeepSeek Crash: What It Means for AI Investors
- How Do Tariffs Impact the Stock Market?
- What the Great Wealth Transfer Means for Financial Advisers
- Five Reasons Not to Give Your Child Power of Attorney
- Investment Management: A Return to Simplicity
February 2nd
- States That Won't Tax Your Retirement Income in 2026
- Build Your Dream Retirement With These Five Steps
- For Investors, 2024 Was a Year to Remember
February 1st
- How To Save Social Security — Pay More Taxes? Cut Benefits?
- How to Retire Early Due to Disability or Caretaking
- Here's How Retirement Changes Your Taxes