Feature Archive | August 2025

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August 31st
- 4 Career Moves to Make Now if You're Worried About a Recession
- How StoryCorps Works and How You Can Tell Your Story
- Want to Retire At 70? See if You Can Answer These Six Questions
- I Was Laid Off in My 40s and Took a Lower-Paying Job. I Can't Save for Retirement Until My Income Rises, and I Only Have $200,000. Help!
- I'm a Retirement Psychologist: Here's Why Doing What You 'Ought' in Retirement Beats Doing Whatever You Want
- Tactical Roth Conversions: Why Now Through 2028 Is a Critical Window for Retirees
- Ready to Retire? It's Not Too Late to Convert to a Roth IRA
August 30th
- Think Twice Before Getting a Credit Card Cash Advance
- My Mortgage Rate is 6.5%. Should I Refinance If Rates Fall By Half a Point
- The Rule of Two Lives in Retirement
- Retire in This Asian Country for a Warm Culture and Relaxed Lifestyle
- 9 Warren Buffett Quotes for Investors to Live By
- My First $1 Million: Retired Marketing Consultant, 74, Southern New Hampshire
- I'm a Financial Adviser: Three Things You Will Wish You Did Before the Fed Cuts Interest Rates
- Simple Ways to Save on Back-to-School Shopping This Year
August 29th
- The New Rules for Student Loans
- Get the Best Car Deal in Retirement: Here's the Trick
- The 11 Best National Parks to Visit in Retirement
- Ask the Editor, August 29: Tax Questions on Estate and Gift Taxes
- If You'd Put $1,000 Into UnitedHealth Group Stock 20 Years Ago, Here's What You'd Have Today
- How to Manage the Cost of Your Child's Wedding
- Average 401(k) Fund Fees and Expenses: Are You Overpaying?
- The Seven-Day Financial Reset: A Simple Plan to Get Control of Your Money, From an Expert
- Three Pros (and Four Cons) of Hiring Multiple Financial Advisers: The View From a Financial Adviser
- Kiplinger Weekly Quiz, August 29, 2025
August 28th
- How to Add Your Driver’s License to Apple Wallet
- Taylor Swift Can Shake Off Wedding Costs — But Most Couples Can't: The Price of Getting Married in 2025
- How to Keep Your Work Friends After You Retire
- DexCom, GE, SLB: Why Experts Rate These Stocks at Strong Buy
- How Home Appraisals Work — and What the Final Value Means
- These 5 Rules Separate the Rich From Everyone Else
- Retirees, Make These Financial Moves Before the Fed Cuts Rates
- How to Handle Costly Medical Bills — Smartly
- I'm an Annuities Expert: Here Are Two Ways to Use Annuities to Benefit From the OBBB
- Here's Why Munis Aren't Just for Wealthy Investors Now
August 27th
- 5 Trump Tax Bill Changes Homeowners Need to Know Now
- The Smart Way to Retire: 13 Habits to Steal From the Wealthy
- Snowbirds — Want to Ship Your Car to Another State? Beware These Three Scams
- Should You Sell Your House Now or Wait? What to Consider
- Are There Opportunities to Invest in China?
- Coulda, Woulda, Shoulda: Are These 5 Stocks Too Overvalued to Buy Now?
- I'm a Financial Planning Pro: Do Your Family a Final Favor and Write Them a Love Letter
- The Future of Financial Advice Is Human: Gen Z Trusts Advisers, But AI Skills Matter
August 26th
- Can President Trump Fire Fed Governor Lisa Cook?
- Will You Get a ‘Surprise’ Tax Bill on Your Social Security Benefits in Retirement?
- I’m 53, Make $500,000 a Year and Live Paycheck to Paycheck. I Want to Retire At 65, But We Only Have $200,000 Saved.
- So You Want to Age in Place: What Most People Overlook
- The Easiest Asset Allocation Rule
- Need to Call Social Security? Be Ready to Hold
- I'm a Wealth Adviser: If You're a DIY Investor, Don't Make These Five Mistakes
- Building a Business That Lasts: The Critical Steps to Avoid Blunders
August 25th
- How State 529 Plans Can Go Beyond Saving for College
- Busting Seven Myths About State 529 Plans
- Gen X? Challenges Lie Ahead as Retirement Nears
- How Grandparents Can Help with Education Expenses
- How to Plan for Aging in Place: Five Key Factors
- I'm a Financial Pro: Why You Shouldn't Put All Your Eggs in the Company Stock Basket
- How Will the One Big Beautiful Bill Shape Your Legacy?
August 24th
- Ten Cheapest Places to Live in Tennessee
- I'm 60 With $2.8 Million Saved. I'm Tired of Working, But Need Health Insurance Until Medicare Kicks In.
- Should You Claim Social Security Early or Late? A Financial Adviser Weighs In
- Three Things Financially Confident People Do, From a Pro Who Knows
August 23rd
- 4 Money Habits Boomers Swore By That Millennials Are Walking Away From
- The Kevin Bacon Rule of Retirement
- Retire in This Island Country for That 'Permanent Vacation' Feeling
- My First $1 Million: Health Care Worker, 48, Sagadahoc County, Maine
- How Much Do I Need to Retire? A Financial Professional Breaks Down Your Options
- Despite Our Grumbles, America Still Delivers on the Dream: Perspective From a Financial Pro Who's Seen Stuff
August 22nd
- Test Out Your Retirement Before You Call It Quits
- Sling TV Launches Select Plan With Lower Price Point
- Ask the Editor, August 22: Tax Questions on What Congress Will Do Next
- When Tech is Too Much
- Spirit Airlines Declares Bankruptcy: What This Means for Budget Travel
- Bonds Pay in Good and Bad Times
- When You Need Capital Quickly, Think 'Ready, Set, Fund': A Financial Adviser's Strategy
- I'm an Estate Planner: Moving Family Assets to a Safe Haven Abroad Could Be a Huge Headache for Your Heirs
August 21st
- Actively Managed Portfolios: What Are They and How Do They Work?
- The Emotional Side of Retiring: Six Steps to Help You Move On
- Want to Retire at 67? See if You Can Answer These Five Questions
- A Timeline of Warren Buffett's Life and Berkshire Hathaway
- Protect Your Retirement From Extreme Weather Events
- Fall Is Tax Time? Yes! Act Now to Make Needed Adjustments
- Board Service in Retirement: The Best Time to Join a Board Is Before You Retire
August 20th
- We Bought a Vacation Home for Retirement We Never Use. Should We Sell or Rent It Out?
- A Financial Professional's Take on Long-Term Care Insurance: Buy or Not?
- How to Unearth Sustainable Investment in Mining: A Financial Professional's Guide
August 19th
- Suze Orman Tells Us the Biggest Retirement Mistake You Can Make
- Six Changes to Social Security in 2026
- Don't Be a Sucker: The Truth About Guarantor and Cosigner Agreements
- The Hidden Risk Lurking in Most Retirement Plans: Human Behavior
- Addressing Your Clients' Emotional Side: Communication Techniques for Financial Advisers
August 18th
- Why High Earners Are Ditching Traditional Wealth Managers for Tech-First Solutions
- From Exchange Rates to ATM Fees: A Guide to Handling Foreign Cash While Traveling
- The 401(k) Shake-Up: Private Equity's Role and Risks
- Is Crypto Investing Coming to a Credit Union Near You?
- Seven Hidden Downsides of Dividend Investing, From a Financial Adviser
- How to Position Your Business for a Lucrative Exit Despite Private Equity's Slowdown
August 17th
- Kiplinger Special Report: Business Costs for 2026
- I’m 57 With $1.8 Million Saved and Want a Low-Stress Job. My Wife Says Keep Cranking and Retire at 62. Who’s Right?
- To Downsize or Not to Downsize? That is the Retirement Question
- Don't Regret Buying a Home: An Expert Guide to Navigating Today's Tough Housing Market
- 1031 Exchanges Aren't Just for Big Real Estate Deals: An Expert's Playbook for Regular Property Owners
August 16th
- Retiring in 2035? Here's What Your First Day Could Look Like
- Could This Southeast Asian Country Be the Best Place to Retire?
- A New Guide to Choosing Where to Retire
- My First $1 Million: Retired Army and Health Care Worker, 52, Houston
- Timing Your Retirement: A Financial Professional's Guide on When to Say When
- Three Common Social Security Myths in 2025: A Retirement Strategist Explains What You Need to Know
- Returning to Work After Retirement? Avoid These Three Common Pitfalls
August 15th
- How AI and Human Expertise Are Changing Wealth-Management Services
- YouTube AI Age Verification: Safety and Privacy Risks Unpacked
- Lawsuit Claims Zelle Security Lapses Cost Over $1 Billion in Fraud: What You Need to Know
- Ask the Editor, August 15: Tax Questions on the OBBB, Tax Rates
- Kiplinger News Quiz, August 15, 2025
- Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors
- Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We've Had: 12 Things You Should Know
- Market Rebounds Are Happening Fast: Should You Buy the Dips? A Financial Planner's Guide
August 14th
- Social Security Turns 90 — Five Important Things to Know
- How a Side Hustle Can Jumpstart Your Retirement Social Life
- What Set Warren Buffett Apart
- Asset-Rich But Cash-Poor? A Wealth Adviser's Guide to Helping Solve the Liquidity Crunch for Affluent Families
- Social Security Planning Strategies and Challenges as It Hits Its 90th Year: A Financial Adviser's Guide
August 13th
- How the 2025 Child Tax Credit Rules Impact Single Parents
- Five Social Security Myths That Can Cost You
- I Missed the 2-Year IRMAA Rule, Now My Medicare Costs Are Skyrocketing.
- How to Build Your Financial Legacy Three Piggy Banks at a Time
- Which of These Four Withdrawal Strategies Is Right for You?
August 12th
- The Fall Garden Tax? What to Plant and How to Prepare
- Don't Be a '98 Pound Weakling' Just Because You're Aging
- DST Exit Strategies: An Expert Guide to What Happens When the Trust Sells
- Think Selling Your Home 'As Is' Means You'll Have No Worries? Think Again
August 11th
- Are You Supporting Multiple Generations in Retirement?
- How Smart Retirees Turn a Second Home Into a Financial Asset
- What the OBBB Means for Social Security Taxes and Your Retirement: A Wealth Adviser's Guide
- Financial Planner vs Investment Manager: Who's the Better Value for You?
August 10th
- How to Navigate Your Medicare Advantage Plan in a Disaster
- Older Investors: Boost Your Savings and Retire Earlier
- I Got Laid Off at 52 With $620,000 in Savings, and I'm Only Being Offered Lower-Paying Jobs
- I'm a Financial Adviser: This Is How You Could Be Leaving Six Figures in Social Security on the Table
- The Big Pause: Why Are So Many Americans Afraid to Retire?
- Five Under-the-Radar Shifts Investors and Job Seekers Can't Afford to Ignore Under the OBBB
August 9th
- The Y Rule of Retirement: Why Men Need to Plan Differently
- Retire on This Island for Mediterranean Living on the Cheap
- 5 Popular Investing Strategies You Should Really Rethink
- Do Baby Boomers Spend More on Travel? What You Can Learn from Each Generation
- My First $1 Million: General Manager in Construction/Home Services, 46, Indiana
- I'm a Financial Professional: It's Time to Stop Planning Your Retirement Like It's 1995
- An Attorney's Guide to Your Evolving Estate Plan: Set-It-and-Forget-It Won't Work
- Kiplinger News Quiz, August 8, 2025
August 8th
- Your Retirement Side Hustle Starter Kit: The Essential Tools and Apps You Need
- Ask the Editor, August 8: Tax Questions on Roth IRA Conversions
- I’m a 61-Year-Old Widow Who’s Dreading Retirement, But I Can’t Work Forever. What’s My Move?
- For a Richer Retirement, Follow These Five Golden Rules
- Time for a Money Checkup: An Expert Guide to Realigning Your Financial GPS
August 7th
- How to Break Free From the 'One More Year' Trap and Actually Retire
- Retirees Should Watch These Four Key Tax Changes in 2025
- Are You Leaving Money on the Table? Four Strategies to Free Up Stuck Investments
- COVID Aged Your Brain Faster, Even if You Didn't Get Sick
- A Taxable Brokerage Account May Be What Your Retirement Is Missing
- What Tariffs Mean for Your Sector Exposure
- Five Things to Do if You're Forced Into Early Retirement (and How to Reset and Recover)
- Five Ways to Adapt Your Charitable Giving Strategy in a Changing World: An Expert Guide
August 6th
- Don’t Let Your Dreams Go Unfulfilled: Plan for Your Passion in Retirement
- I Heard Tariffs Will Cost Families $2,800 This Year. I'm a Retiree on a Fixed Income. How Can I Prepare?
- What to Know About Multisector ETFs
- I'm an Estate Planning Attorney: These Are the Two Legal Documents Everyone Should Have
- I'm a Financial Professional: Here's My Investing Playbook for Political Uncertainty
August 5th
- How Five States Are Worse Off After Trump’s Cuts to SNAP and Medicaid
- Does Happiness Improve at Age 50? Maybe Not for Everyone
- Think Twice Before Co-Signing or Guaranteeing a Lease for Your Kids
- The Truth About the Dark Side of Rooftop Solar Panels
- Six Big Beautiful Opportunities: Advisers' Guide to Tax and Client Strategies
August 4th
- How to Guard Against the New Generation of Fraud and Identity Theft
- 12 Ways to Protect Yourself From Fraud and Scams
- Watch Out for These Travel Scams This Summer
- The Retirement Bucket Rule: Your Guide to Fear-Free Spending
- How Big Will the Fed Rate Cut Be This Fall?
- Five Ways to Maintain Charitable Giving During Volatile Times: A Giver's Guide
August 3rd
- The Most Tax-Friendly State for Retirement in 2025: Here It Is
- Medicare Premiums Projected to Jump in 2026
- The Weak Dollar is Making a European Vacation Harder to Afford in Retirement
- Avoid Medicare's 'Shadow Tax' With This Financial Expert's IRMAA-Busting Tips
- Grilling Season and ETFs: There's More Than One Way to Cook Up a Portfolio
- You Don't Want It, But You Should Plan for It Anyway: An Expert Guide to Long-Term Care
August 2nd
- Retire in the Canary Islands for Beaches and Natural Beauty
- The '120 Minus You Rule' of Retirement
- My First $1 Million: Retired Accounting Firm Partner, 62, Greater Boston Area
- You Don't Want Just a Financial Plan: You Need a Purpose and Retirement Ideals
- I'm a Financial Adviser: This Is How You Can Save for Big Goals Even if You Feel Like You're Barely Getting By
- How to Buy an Annuity Online (Without Regret)
August 1st
- Already Hit Your 401(k) Limit in 2025? Here's What to Do Next
- Ford Warns $3 Billion Tariff Bill Will Cut Profits and Pressure Prices in 2025
- Ask the Editor, August 1: Tax Questions on Standard Deductions
- Top Four Retirement Withdrawal Strategies to Maximize Your Savings
- Should You Buy These ETFs Before the Fed Cuts Rates?
- How Much Income Will an Indexed Annuity Get You? An Annuities Expert Lays Out the Numbers
- Financial Fact vs Fiction: Why Inflation Is Lower, But Prices Are Not
- I'm a Personal Finance Expert: Here's the Truth About Using AI to Plan Your Retirement