Feature Archive | October 2025

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October 31st
- Ask the Editor, October 31: Modified Adjusted Gross Income
- Eight Spooky Retirement Stats That Will Scare the Bejesus Out of You
- Are You Retired? Here's How to Drop the Guilt and Spend Your Nest Egg
- Government Shutdown Freezes National Flood Insurance Program: What Homeowners and Buyers Need to Know
- Separating the Pros From the Pretenders: This Is How to Tell if You Have a Great Adviser
October 30th
- The Original Property Tax Hack: Avoiding The ‘Window Tax’
- I Retired at 60 Two Years Ago With $3.1 Million. My 62-Year-Old Wife Still Works Because She Wants to, but She Resents My Free Time. Help!
- Five Downsides of Dividend Investing for Retirees, From a Financial Planner
October 29th
- The Social Security Earnings Test: Know This Rule Before Working in Retirement
- Grant Cardone Tells Us the Biggest Retirement Mistake You Can Make
- Five Estate Planning Pitfalls and How to Avoid Them
- I'm a CPA: Control These Three Levers to Keep Your Retirement on Track
October 28th
- CMS Brings Back Furloughed Staff for Medicare Open Enrollment Lifeline
- Quiz: How Well Do You Understand the Social Security Earnings Test?
- The 'Go Live Your Life' Rule of Retirement Spending
- Targa Resources, Take-Two Interactive, Boston Scientific: Why Experts Rate These Stocks at Strong Buy
- Debunking Three Myths About Defined Outcome ETFs (aka Buffered ETFs)
- This Is Why Judge Judy Says Details Are Important in Contracts: This Contract Had Holes
October 27th
- A Lesson From the School of Rock (and a Financial Adviser) as the Markets Go Around and Around
October 26th
- I Retired at 65 With $7.8 Million and Feel Like I Over-Saved. My 40-Something Son Is on the Same Path. Should I Tell Him to Reconsider?
- Deciding on Senior Living? 10 Things You Should Know
- I'm a Financial Pro: This Is How You Can Guide Your Heirs Through the Great Wealth Transfer
- To Reap the Full Benefits of Tax-Loss Harvesting, Consider This Investment Strategist's Steps
October 25th
- How Prepaid Verizon Phone Service Works and When It's a Smart Choice
- Try This One-Minute Test to Uncover Hidden Health Risks
- Child-Free Cruises Perfect For Your Retirement Celebration
- My First $1 Million: Biopharmaceutical Senior Manager, 45, Massachusetts
- Social Security Wisdom From a Financial Adviser Receiving Benefits Himself
- Take It From a Tax Expert: The True Measure of Your Retirement Readiness Isn't the Size of Your Nest Egg
October 24th
- 2026 Social Security COLA is 2.8%: What You Need to Know
- Ask the Editor, October 24: What Medical Expenses are Deductible?
- Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
- Kiplinger News Quiz, Oct 24 — Dave Ramsey's second biggest mistake?
- 8 Factors to Consider When Considering a Roth Conversion
- New Opportunity Zone Rules Triple Tax Benefits for Rural Investments: Here's Your 2027 Strategy
October 23rd
- Four Essential Michael Jordan Quotes on Life in Retirement
- Three Critical Tax Changes Could Boost Your Paycheck in 2026
- Avoid These Four Mistakes in the Run Up to Retirement
- Where to Deposit Your Social Security Check
- Over 50 and Can’t Stop Snacking? Here's How to Beat Junk Food Addiction
- The OBBB Ushers in a New Era of Energy Investing: What You Need to Know About Tax Breaks and More
October 22nd
- From Camping to Boating: Here's How to Stay Connected Off-Grid
- How to Protect Your Home From Keyless Break-ins
- I'm 52, make $210K a year and heard I may lose a 401(k) tax break in 2026. Should I max out my 401(k) anyway?
- What the Rich Know About Investing That You Don't
- Ten Ways Family Offices Can Build Resilience in a Volatile World
October 21st
- Social Security Payment Schedule for 2026
- Trump Tax Bill 2025: What Changed and How It Affects Your Taxes
- Ready to File? Test Your Social Security Application IQ
- The 10 Most Costly Social Security Mistakes to Avoid
- Should Your Brokerage Firm Be Your Bookie? A Financial Professional Weighs In
- Supermarkets Have Become a Pickpockets' Paradise: How to Avoid Falling Victim
October 20th
- Dave Ramsey Tells Us the Biggest Retirement Mistake You Can Make
- I'm a Wealth Adviser: These Are the Pros and Cons of Alternative Investments in Workplace Retirement Accounts
October 19th
- The Rubber Duck Rule of Retirement Tax Planning
- I Have to Take a $22,000 RMD by the End of the Year, and I Don't Need the Money. What Should I Do With It?
- I'm a Financial Planner: If You're Within 10 Years of Retiring, Do This Today
- Five Keys to Retirement Happiness That Have Nothing to Do With Money
October 18th
- Six Warren Buffett Quotes Every Retiree Should Live By
- The Surprising Trick to Stop Money Stress Before It Starts
- My First $1 Million: Real Estate Investor, 54, Rural Midwest
- Budget Hacks Won't Cut It: These Five Strategies From a Financial Professional Can Help Build Significant Wealth
- To Unwrap a Budget-Friendly Holiday, Consider These Smart Moves From a Financial Professional
October 17th
- Kiplinger News Quiz, Oct 17 — Longest Government Shutdown?
- RMDs, Roth, and SS: Test Your Knowledge of Retirement Tax Rules
- Nissan Recalls Over 173,000 Vehicles Due to Fuel-Pump Fuse Risk
- Ask the Editor, October 17: QCDs and Tax-Planning
- You May Want To Think Twice Before Selling These Four Assets in Retirement
- I Bought Palantir When It Was Trading at $8. Now It's $180, and I've Made $1 Million. What Do I Do?
- Treat Home Equity Like Other Investments in Your Retirement Plan: Look at Its Track Record
- Why Does It Take Insurers So Darn Long to Pay Claims? An Insurance Expert Explains
- Two Reasons to Consider Deferred Compensation in the Wake of the OBBB, From a Financial Planner
October 16th
- Why the Ultra-Rich Still Lose Sleep Over Money
- Do You Know Your ABCDs? The Essential Medicare Parts Quiz
- The Best Gold Mutual Funds to Buy Right Now — And When to Choose An ETF Instead
- Financial Fact vs Fiction: The Truth About Social Security Entitlement (and Reverse Mortgages' Bad Rap)
- The End of 2%? An Investment Adviser's Case for Why the Fed Should Raise Its Inflation Target
- I Made Some Mistakes Buying My First Home. Here's How I'm Making Sure It Doesn't Happen Again
October 15th
- Boost Your HSA Savings with These Smart and Savvy Moves
- I'm in My 50s and Thinking About Prepaying My Own Funeral. Is It Worth It?
- Medicare Open Enrollment: Why You Need to Pay Extra Attention to Part D, From a Financial Adviser
- How the One Big Beautiful Bill Will Change Charitable Giving
October 14th
- Don't Miss Out! A Quiz on Medicare Enrollment Deadlines
- A 'Fast, Fair and Friendly' Fail: Farmers Irks Customers With Its Handling of a Data Breach
- Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting Value
- Don't Just Sell, Connect: How Financial Advisers Can Ignite Their Sales Growth
October 13th
- Retirement Road Trips with Pets: Tips for Traveling with Your Dog or Cat
- What to Do About These Three Medicare Changes During Open Enrollment
- Use the 'Newton Rule' to Grow Your 401(k) Retirement Savings
- Are You a Small Business Owner Buckling Under Economic Pressure? Here's How You Can Cope
- To Raise Prices or Not to Raise Prices: Tariff Tips for Small Businesses
October 12th
- The Most Unique Country Club Upgrades Tempting Grandparents, Parents and Kids Alike
- I Claimed Social Security Six Months Ago at 62, but My Checks Are Too Small. What Are my Options?
- This Is How Much You'll Have to Pay to Share Streaming Services
- Five Retirement Planning Traps You Can't Afford to Fall Into, From a Wealth Adviser
- Your 401(k) Can Now Include Alternative Assets, But Should It? A Financial Adviser Weighs In
October 11th
- Credit Cards That Actually Reward Your Loyalty
- The 10 Most Valuable Vacation Destinations for Retirees in 2026
- My First $1 Million: Waste Hauling and Recycling Business Owner, 40, Wyoming
- I Wrote About Credit Cards for Years: Here's My Credit Card Rewards Strategy
- Will Taxes Shred Your 401(k) or IRA During Your Retirement? It's Very Likely
- More Retirees Are Renting: Should You? A Financial Adviser Weighs In
October 10th
- Kiplinger Weekly Quiz: What's Driving the Gold Price?
- Ask the Editor, October 10: Capital Losses and the Wash Sale Rule
- The Ultimate Cruise Packing List for Retirees
- Don't Make These 'Buy Now, Pay Later' Mistakes
- I'm a Real Estate Investing Pro: This 1031 Exchange Strategy Can Triple Your Cash Flow
- I'm an Insurance Pro: Everyone Needs to Prepare for Earthquakes, Even if You Don't Live Near a Fault Line
October 9th
- Claiming the Standard Deduction? Here Are Five Tax Breaks for Retirement in 2025
- QUIZ: Test Your Retirement IQ
- Where There's a Will, There's a Way Your Assets Will Be Distributed as You Wish
- I'm a Financial Adviser: This Is What You're Really Losing if You Cut Back on Your 401(k) Contributions
October 8th
- Should You Buy Gold as It Tops $4,000? Here's What the Experts Say
- The 'Permission to Spend' Rules of Retirement Spending
- Major Insurers Scale Back Medicare Advantage and Part D Plans for 2026
- I Want to Retire, but I Have to Keep Working so My Adult Kids Have Insurance
- Preferred Bank Stocks: The Investment Retirees (and Others) May Be Missing Out On
- Don't Let Your Equity Compensation Trip You Up: A Financial Expert's Guide
October 7th
- I Found the Best Gifts Under $50 and None of Them Feel Cheap
- 6 Steps to Protect Your Retirement Savings
- You're High-Net-Worth: Should Your Retirement Savings Be in a Swiss Bank?
- Should You Replace Your Financial Adviser with AI?
- The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
- Adapting to AI's Evolving Landscape: A Survival Guide for Businesses
October 6th
- 5 Things to Consider Now If You Want to Retire in 2026
- What the Government Shutdown Means to Retirees
- Are You Entitled? A Social Security Spousal Benefits Quiz
- Savvy Savings Moves to Make Now – Or You Could Lose Thousands
- These Stocks Dipped in 2025. Do They Have Value?
- Striking Gold (or Gas): A Financial Pro Unpacks the Nuances of Energy Investing
- Escaping the New Golden Handcuffs: A Financial Expert Has a Plan for Today's Executives
October 5th
- A Comfortable Retirement is About More Than Money
- Stock Market Winners and Losers of the 'Big, Beautiful' Bill
- I'm 68 and Health Issues Forced Me to Retire. Should I Claim Social Security or Use My Savings Until I'm 70?
- I'm a Financial Planner: Here's How to Invest Like the Wealthy, Even if You Don't Have Millions
- Four Ways a Massive Emergency Fund Can Hurt You More Than It Helps
October 4th
- Noctourism: The New Travel Trend For Your Next Trip
- With Buffett Retiring, Should You Invest in a Berkshire Copycat?
- Eight Tricks to Shop for Glasses if You're Over 50
- Decluttering Tips to Get a Head Start on Downsizing
- The 90+ Rule of Retirement: Live Long and Prosper
- My First $1 Million: Electric Utility Executive, 56, South Carolina
- I'm a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard About
- Caring for Aging Parents: An Expert Guide to Easing the Financial and Emotional Strain
October 3rd
- Kiplinger Quiz of the Week: Test Yourself on the Week's Stories
- Ask the Editor, October 3: Tax Questions on the Charitable Deduction
- The Best Amazon Prime Day Deals for Travel Accessories, Suitcases and More
- How Confident Retirees Think Differently About Their Future
- Quiz: Social Security — Do You Know More Than the Average American?
- Need a Reason to Retire Early? Consider These Eye-Opening Stats
- Seven Things You Should Do Before 2026 Because of One Big Beautiful Bill Changes
- I'm a Financial Adviser: The OBBB Is a Reminder for Older People to Have a Long-Term Plan
- I'm an Insurance Expert: This Is Exactly Why Your Insurance Rates Are Soaring (and What You Can Do)
October 2nd
- Q3 2025 Post-Mortem From an Investment Adviser: Markets Continue to Climb, Gold Shines
- Moving Abroad? You Might Need a Cross-Border Financial Adviser
October 1st
- 2026 Social Security COLA Announcement Is Back on Track Despite Government Shutdown
- The Medicare Surcharge: Test Your IRMAA Knowledge
- 9 Things You Need for a Complete Retirement
- My Husband and I Retired at 67 With $3.2 Million, But He's Frugal About Travel. How Can I Convince Him to Loosen Up?
- What Is a Stockbroker? (And Do I Even Need to Use One?)
- Eight Ways to Stay Safe When Making Cashless Payments
- I'm a Financial Planner and a Parent: Here Are Five Money Habits Every Young Family Should Have