Feature archive
November 2025
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- November 30th
- November 29th
- Moves to Manage the Soaring Costs of Owning a Car
- If You'd Put $1,000 Into Coca-Cola Stock 20 Years Ago, Here's What You'd Have Today
- A JPMorgan Fund Holds Its Own Thanks to a Focus on Quality
- The ‘Common Man’ Rule of Retirement Spending
- What Fed Rate Cuts Mean For Fixed-Income Investors
- My First $1 Million: Oil Industry Engineering Manager, 67, Chapel Hill, N.C.
- Pickleball Injuries are Getting Out of Hand for Some Adults
- I'm a Financial Literacy Expert: Bubble-Wrapping Our Kids Robbed Them of Resilience. Now What?
- I'm a Financial Planner: If You're a High Earner, You Need an 18-Month Safety Net
- November 28th
- Are You Prepared to Live Longer? MIT AgeLab Answers Questions
- If You Put $1,000 into Qualcomm Stock 20 Years Ago, Here's What You Would Have Today
- Ask the Editor, November 28: Roth Conversions and Tax Planning
- Why I Trust These Trillion-Dollar Stocks
- I'm Retiring With $3.3 Million at Age 65 and Don't Want to Touch My Portfolio's Principal
- As Holiday Shopping Kicks Off, Consider Adding Some Financial Literacy to Your Child's Wish List
- I'm a Wealth Adviser: Here's How to Maximize Your Generosity Before the OBBB's 2026 Cap Kicks In
- November 27th
- November 26th
- Should You Skip the Wait and Prepay Your Retirement Dreams?
- My $1.2 Million Vacation Home Has a $360K Mortgage. I Don't Need My Upcoming $45K RMD. Should I Use It to Pay Down the Mortgage?
- 4 Strategies for Older Adults to Cut Property Taxes
- Unwrapping Your Estate Plan for Your Kids: A Gift That'll Keep Giving Long After the Holidays
- 5 Ways to Teach Your Kids About Giving Back, From a Financial Planner
- I'm a Financial Planner: Here's How You Can Use AI to Improve Your Finances
- November 25th
- Quiz: Test Your IRA Contribution IQ
- 5 Simple Fixes to Save on Heat Bills This Winter
- Why It's Worth Booking a Winter Vacation
- When Checkout Charity Gets Uncomfortable — and Maybe Even Illegal
- Four Ways to Find Free Money to Pay for College: Affluent Families Can Apply, Too
- 3 Tax-Smart DAF Strategies Advisers Can Put to Work for Clients During Giving Season
- How Financial Advisers Can Turn Compliance Into a Competitive Advantage
- November 24th
- November 23rd
- Don't Waste Your Money on Bad Gifts. Try This Instead.
- I’m 64, Retired, and Want to Invest $400,000 of My $2.4 Million Portfolio in a Winery Startup. Am I Crazy?
- I'm a Financial Planner: This Retirement GPS Helps With Navigating Your Drawdown Phase
- Donating Stock Instead of Cash Is the 2-for-1 Deal You'll Love at Tax Time
- Traveling With Purpose: What Zambia and Zimbabwe Taught Us About Slowing Down
- November 22nd
- Why This Year’s Black Friday Deals May Fall Short
- I Walked Away from a Stable Mid-Career Job — Here’s the Retirement Math Behind that Decision
- A Guide to Starting a Successful Business After 50
- My First $1 Million: Retired Military Veteran and Federal Worker, 60, Virginia Beach
- 5 Charming Small Towns Where America's Wealthy Retire
- 10 Things You Should Know About Buying a Car Today, Even if You've Bought Before
- Investment Expert: Is Your Retirement Portfolio Too Late to the Profit Party?
- Losing Your Job? A Financial Planner's 6 Steps to Survive and Thrive
- Oil Prices vs Investor Returns: It's What's Beneath the Surface That Counts
- November 21st
- Ask the Editor, November 21: Home Sale Tax Break
- How to Skip Fees at the Bank
- 8 Worst Pieces of Retirement Advice Ever
- What Made Warren Buffett's Career So Remarkable
- Here's What Being in the 2% Club Means for Your Retirement
- Insurance Buyer Beware: States Are Lowering the Bar for Agents and Brokers
- November 20th
- 6 Changes to IRAs, 401(k)s and HSAs in 2026
- Capital Gains Tax Quiz: How Well Do You Really Know IRS Investment Tax Rules?
- 6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)
- When Helping Mom and Dad Hurts Your Wallet
- 6 Quick Money Moves to Make Before the Year Ends
- Want to Change Banks? Try This 'Soft' Strategy
- Still Working While Receiving Social Security? A Financial Adviser's Guide to the Earnings Test
- I'm an Attorney and a CPA: Charitable Giving Just Got a Little Easier, But Also a Little Harder
- November 19th
- How Well Do You Know Delaware Statutory Trusts? Test Your Knowledge
- Retirement’s Most Rewarding Project: Writing the Story of Your Life
- I'm 57 With a Great Remote Job, but My Company Wants Me in the Office Full-Time
- Four Big Airport Rule Changes for Flyers
- To Tip or Not to Tip: Updated Guidelines
- This HECM-QLAC Power Move Can Unlock Guaranteed Retirement Income
- I'm a Financial Planner: Coast FI Planning Could Be High Earners' Secret Retirement Weapon in the AI Age
- November 18th
- 5 Mark Cuban Quotes Every Retiree Should Live By
- Quiz: Understanding Roth Conversions
- How Much Should You Spend on Holiday Gifts This Season
- The States Facing the Biggest Electric Bill Increases in 2025
- A Retirement Guide for Solo Agers
- I'm a Financial Planner: To Beat Inflation and Build Wealth, This Is the Strategy You Need
- I'm the CEO of a Credit Union: This Is What We Do to Earn Our Members' Trust
- Sharpening Your Focus: 'Hone' Authors on How Leaders Can Keep Their Businesses on Track
- November 17th
- November 16th
- I'm 54 with a $320,000 IRA and will soon be self-employed, earning $120,000 per year. How much should I save for retirement?
- I'm a Real Estate Investing Pro: This High-Performance Investment Vehicle Can Move Your Wealth Up a Gear
- These Eight Tips From a Retirement Expert Can Help to Make Your Money Last Through Retirement
- I'm an Investment Adviser: This Is the Retirement Phase Nobody Talks About
- November 15th
- Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and D
- Retire in the Hamptons: Finding the Right Town for Your Budget
- Is Fear That Social Security Will Run Out of Money Hurting You?
- My First $1 Million: Construction Industry Product Manager, 51, Northeast
- Gen X Turns 60: It's Time to Remix Your Retirement Playlist
- I'm a Financial Adviser: Here's How a Three-Part Retirement 'Crash Plan' Can Prepare You for Market Turbulence
- November 14th
- Ask the Editor, November 14: 20% Qualified Business Income Deduction
- Find the Right Health Plan During Open Enrollment
- Here's How to Plan This Year's Roth Conversion, From a Wealth Manager
- Four Times You Need a Second Opinion on Your Financial Plan
- 'But It's Not My Fault!': Your Insurance Company Absolutely Will Blame You in These Five Scenarios
- November 13th
- 3 Ways High-Income Earners Can Maximize Their Charitable Donations in 2025
- Protect Your Family From Costly Festive Fails With These Holiday Tips
- Cash In on Your Medicare Advantage Flex Card Perks Before They Disappear
- What's Next for the Fed — as an Institution?
- 5 Core Stocks Every Investor Should Own in 2026 and Beyond
- How to Calm Your Retirement Nerves When It's Time to Shift from Savings Mode to Spending Mode
- Why Wills and Trusts Aren't Enough in the Great Wealth Transfer, From an Attorney Who Knows
- Private Markets for Main Street: What Financial Advisers' Clients Need to Know
- November 12th
- HSAs and Medicare: The Eligibility Quiz
- The Best Homebuilder ETFs to Buy
- No-Penalty CD or High-Yield Savings? What Works Best Now
- I'm 58 and Dating Again, but Women Just Seem to Care About the Size of My Bank Account
- Seven Practical Steps to Kick Off Your 2026 Financial Planning
- A Retirement Plan Isn't Just a Number: Strategic Withdrawals Can Make a Huge Difference
- November 11th
- Why You May Want to Stop Saving for Retirement Sooner Than You Think
- The 5% Diversification Rule: Your Secret Weapon for Smarter Investing
- How to Redefine Retirement on Your Own Terms
- An HSA Sounds Great for Taxes: Here’s Why It Might Not Be Right for You
- The 'Pay Yourself' Rule of Retirement Spending
- Fish and Chips? More Like Fish and a Side of Customer Confusion and Anger
- What the 2026 Tax Landscape Means for Advisers, From a Financial Planner
- From Vision to Value: A Blueprint for Helping to Build Your Advisory Practice
- November 10th
- November 9th
- New RMD Rules: Can You Pass This Retirement Distributions Tax Quiz?
- I'm 61 and need $50,000 for home repairs. Should I borrow, given today's rates, or take a withdrawal from my $950,000 401(k)?
- Credit Score News Could Help First-Time Homebuyers
- Headed for the Retirement Red Zone? This Eight-Step Game Plan Helps to Avoid Fumbles
- I'm a Financial Planner: This Is How You Can Get Started With RMDs
- How Will You Replace Your Paycheck in Retirement? A Financial Adviser's Tips on Income Planning
- November 8th
- Smart Strategies for Paying Your Child an Allowance
- The Mulligan Rule of Retirement — Seven Mistakes You Can Fix
- My First $1 Million: Retired Educator/Administrator, 67, Greenville, S.C.
- From Pets to Paintings: The Little Things That Can Cause Big Estate Trouble
- The Clock Is Ticking: Take Advantage of These Retirement Tax Benefits While They Last
- I'm a Financial Adviser: This Is Why Unmarried Same-Sex Couples Need an Estate Plan
- November 7th
- More Than 1 Million Toyota, Lexus and Subaru Vehicles Recalled for Camera Issue. Is Your Vehicle Affected?
- My 4 Pieces of Advice for Women Anxious About Handling Money
- Did My $50,000 Starbucks Habit Ruin My Retirement Plan?
- Ask the Editor, November 7: Deducting Car Loan Interest
- Costco Gold Bars Keep Selling Out. Are They a Smart Investment?
- Use This Stock Market Recipe for a Well-Diversified Portfolio
- A Financial Planner's Guide to a Stress-Free Adventure Abroad
- I'm a Financial Planner: This Is How Smart Women Can Plan for Financial Freedom Despite Life's Curveballs
- November 6th
- I Inherited $50,000, and My Retirement is Fully Funded. Where's the Best Place to Store It for Maximum Growth?
- 10 Retirement Tax Plan Moves to Make Before December 31
- I Tried a New AI Tool to Answer One of the Hardest Retirement Questions We All Face
- A Broad Approach to Innovative Trends Helps This SPDR ETF Outperform
- The Best Invesco ETFs to Buy
- Parents and Caregivers: Don't Miss Your Roth Conversion Window
- Testing the Retirement Waters in Florida? A Partial Plunge May Negate Tax Breaks
- Catch-Up Contributions for Higher Earners in 457(b) Plans: What You Need to Know
- November 5th
- I'm 62 and Want to Work a Few More Years, but AI Makes Me Feel Like a Dinosaur. Can't I Just Do My Job Without Technology Complicating Things?
- I'm a Financial Planner: This Is Why Commitment, Not Perfection, Drives Financial Success
- I'm a Financial Professional: This Is Why Now Is the Time for Investors to Look Abroad
- Four Ways to Make the Most of Your Benefits During Open Enrollment
- November 4th
- The Best Mid-Cap ETFs to Buy
- Tariffs, Inflation, Uncertainty, Oh My: How to Feel Less Stressed About Finances Now
- Three Veterans Charities to Support As Charitable Season Starts
- Your Estate Plan Isn't 'Done' Until You've Completed These Five Steps, From an Estate Planning Attorney
- A Nightmare for Parents: How to Navigate the Legal Boundaries of Tenant Rights During a Family Crisis
- November 3rd
- November 2nd
- What You Learn Becoming Your Mother's Financial Caregiver
- I Want to Help Pay for My Grandkids' College. Should I Make a Lump-Sum 529 Plan Contribution or Spread Funds out Through the Years?
- Seven Moves for High-Net-Worth People to Make Before End of 2025, From a Financial Planner
- I'm a Financial Planner: These Are the Seven Tiers of Retirement Well-Being
- November 1st
- Four Luxury Spa Resorts for Well-Heeled Travelers
- Four Military Benefits That Have Helped My Family
- My First $1 Million: Retiree From Sales Industry, 73, South Carolina
- Why More Americans Are Redefining Retirement, Just Like I Did
- 3 Major Changes Investors Must Prepare for in 2026
- A Compelling Case for Why Property Investing Reigns Supreme, From a Real Estate Investing Pro
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